captivateiq - Senior Professional Services Consultant
Requirements
• Background in sales compensation — as a consultant, or as an administrator/practitioner using a comp tool in-house. • 6+ years of experience as a consultant or implementation professional, with demonstrated project leadership (managing other consultants is not required). • Strong grasp of data modeling, formulas, and spreadsheet/database tools (Excel or similar); comfort with object-oriented and relational data concepts. • Excellent time management — able to move seamlessly between client meetings and hands-on build work, prioritizing across multiple engagements. • Friendly, obsessively customer-focused, and service-oriented, with strong problem-solving instincts. • Strong communication, analytical, and collaboration skills; comfortable working independently while knowing when to seek guidance. • A startup mindset — comfortable with ambiguity in a fast-changing environment, with a clear sense of why that environment is the right fit for you. • Background at a SaaS/technology company. • Experience with CaptivateIQ or a competitor's sales compensation software (e.g., Xactly, Varicent, SAP Commissions). • Proficiency with CRMs (e.g., Salesforce) or ERPs (e.g., NetSuite). • CaptivateIQ participates in E-Verify, web-based system that allows enrolled employers to confirm the eligibility of their employees to work in the United States
Responsibilities
• Lead full-cycle CaptivateIQ implementations for customers — from business requirements documentation and comp plan design through data structure, build-out, configuration, UAT, and go-live. • Design system configurations that maximize modeling efficiency and repeatability for each customer's comp plan. • Own project timelines, prioritizing your own work and setting expectations with customers and internal stakeholders across multiple concurrent implementations. • Serve as the primary client-facing point of contact throughout the implementation, building trust with customer admin teams. • Scope new implementation or post-implementation services and support related negotiations as needed. • Lead the handoff to Customer Success at go-live, ensuring a clean transition across cross-functional teams. • Become an expert in CaptivateIQ and in sales commission structures, applying best-practice calculation design across a range of plan types. • Collaborate with Product Managers, Customer Success Managers, and Sales throughout the engagement. • Proactively identify and escalate project or account risks before they impact the customer or the timeline. • Maintain billable utilization against your target, balancing active implementation work with team commitments and initiatives that drive broader organizational impact. • Proactively define and adopt team best practices that raise the bar for delivery quality.
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