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Senior Professional Services Consultant

CaptivateIQ· Customer Experience – Professional Services Team
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Hybrid (Remote USA)$105k - $140kFull-timePosted 2w ago

About the role

Senior Professional Services Consultant role within CaptivateIQ's Customer Experience – Professional Services Team. Client-facing, end-to-end implementation lead for CaptivateIQ projects, from requirements through go-live and handoff to Customer Success in a fast-moving, startup environment.

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.

Qualifications

  • 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.

Skills

Required:Sales compensation knowledgeProject leadershipData modeling and ExcelCommunication and collaborationStartup mindsetSaaS/technology background

Benefits

  • equity
  • comprehensive health benefits
  • other perks and benefits
Last updated Oct 21, 2026. Interested? Apply on the company site.
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About CaptivateIQ

Agile commission software to design, deploy & adapt commission plans.

CaptivateIQ is on a journey to modernize the world of incentive compensation. Our hope is that people will feel more connected at work if there is greater transparency in how they are rewarded for their efforts. We partner with amazing companies like Carta, Intercom, Gong, and Newfront Insurance to simplify their commissions. Since launching in 2017, we have raised $63M and are backed by leading investors including Sequoia Capital, Accel, S28 Capital, Amity Ventures, and Y Combinator.

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