---
title: 'Senior Professional Services Consultant at CaptivateIQ'
canonical: 'https://feeny.ai/job/senior-professional-services-consultant-captivateiq-united-states-4z6dd1c8qg3j'
type: 'job'
last_seen: '2026-10-17'
---

# Senior Professional Services Consultant at CaptivateIQ

- **Company:** CaptivateIQ
- **Location:** United States
- **Compensation:** $105k–$140k
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-10-01
- **Last confirmed live:** 2026-10-17
- **Apply:** https://jobs.lever.co/captivateiq/2b444752-f222-40b7-9d3b-a8a467f2fa73

## Job description

CaptivateIQ is transforming the way companies plan, manage, and optimize sales performance. We started by revolutionizing incentive compensation management, and now we're expanding our platform to solve broader sales planning challenges. Recognized by industry analysts like Forrester and G2 and backed by top-tier investors, including Sequoia, ICONIQ, Accel, and Sapphire Ventures,  we empower high-growth companies like Netflix, Figma, and Stripe with the flexibility and insights needed to drive revenue performance.

Join a talented, fast-growing team committed to solving some of the most complex and impactful problems in sales performance management.

## About the Role

CaptivateIQ's Professional Services team partners with customers after the deal closes to bring their sales compensation programs to life inside CaptivateIQ — from business requirements and comp plan design through data structure, build-out, UAT, and go-live, before handing off to Customer Success.

We're hiring a Senior Professional Services Consultant to join a growing team leading these implementations end-to-end. This is a client-facing role: you'll move fluidly between customer meetings and hands-on build work, owning the project timeline while managing customer expectations along the way. It's a strong fit for someone who thrives in ambiguity, enjoys solving complex compensation problems, and wants the pace and ownership of a fast-moving, startup environment.

## What You'll Do

- 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.

## What You'll Bring

- 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.

## Nice to Have

- SQL experience.

- Experience with AI implementation.

- 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

## About CaptivateIQ

## Company Overview
- **One-liner**: CaptivateIQ provides a modern, AI-infused commission management platform that automates incentive compensation, quota planning, and sales performance analytics.
- **Entity Type**: Private (Series C; $164.6M total funding)
- **Headquarters**: San Francisco, California, USA (also has an office in Salt Lake City, Utah)
- **Founded**: 2017
- **Founders**: Mark Schopmeyer, Conway Teng, Hubert Wong

## Core Business
- **Primary industry**: Sales Performance Management (Incentive Compensation)
- **Target customers**: B2B; revenue teams including sales operations, finance, and compensation administrators at mid-market and enterprise companies (1,000+ customers worldwide)
- **Mission**: To enable every company to take control of sales performance management, making commission administration transparent, accurate, and motivating for all stakeholders.

## Products & Services
- **Incentive Compensation Management**: Automates commission calculations with a no-code, logic-based engine (SmartGrid ELT). Supports any compensation plan and provides real-time visibility for payees.
- **Sales Capacity and Quota Planning**: Build and manage territories, assign accounts, and optimize opportunities with automated boundary adjustments.
- **Reporting & Analytics**: Real-time dashboards tracking performance trends, top performers, and drivers of results.
- **Predictive Modeling**: ML-powered models to score accounts, predict quota attainment, and identify payout anomalies.
- **Assist AI**: Generative AI assistant that helps troubleshoot formulas, search documentation, and optimize plans via natural language queries.

## Market Standing
- **Valuation/Market Cap**: Not publicly disclosed (private company)
- **Key Metric**: $164.6M in total venture funding (led by ICONIQ Growth, Accel, Sequoia, Sapphire, Workday Ventures, Bessemer, Foundation Capital, Y Combinator)
- **Notable Investors/Partners**: Sequoia, Accel, ICONIQ Growth, Sapphire, Bessemer, Foundation Capital, Workday Ventures, Y Combinator
- **Growth Signals**:
  - 1,000+ customers globally
  - 94% customer satisfaction (CSAT) from over 2,500 G2 reviews
  - Named a Leader in “The Forrester Wave™: Sales Performance Management Solutions For Incentive Compensation, Q1 2025”
  - Strategic investment from Workday Ventures and partnership with Workday Software Partner Program
  - Recent product launches: SmartGrid ELT, Assist AI, Payee Lifecycle Management, Custom Workflow Builder

## Competitive Advantages
- **AI-infused platform** that integrates compensation, planning, and predictive modeling in a single system – unlike legacy tools that require services or IT.
- **No-code calculation engine (SmartGrid ELT)** enables commission plan creation and iteration without developer or consultant support.
- **Single source of truth** for incentives and planning data, with real-time synchronization from CRM/ERP systems (Salesforce, HubSpot, NetSuite, Workday).
- **SOC 1 & SOC 2 compliance** ensures enterprise-grade data security.
- **Real-time payee visibility** increases rep trust and motivation.

## Strategic Focus
- **Modernize incentive compensation** by replacing manual spreadsheets and inflexible legacy software with an adaptable, cloud-native platform.
- **Expand AI capabilities** – Assist AI and predictive modeling to further automate plan building, anomaly detection, and forecasting.
- **Deepen ecosystem integrations** (e.g., Workday Ventures partnership) and continue building out planning, capacity management, and reporting modules.
- **Scale global presence** with a distributed remote workforce and a second office in Salt Lake City.

## Why Work Here
- **Remote-first culture**: CaptivateIQ is a 100% remote company with flexible work from anywhere; also maintains physical offices in San Francisco and Salt Lake City for in-person events.
- **Competitive compensation** including equity, bonuses, and anniversary bonuses.
- **Comprehensive healthcare**: 100% coverage of medical, dental, and vision for employees and 75% for dependents.
- **Time off**: Flexible PTO plus quarterly mental health days.
- **Parental support**: Parental leave and an annual $1,000 caretaker stipend.
- **Professional development**: $500 annual stipend for learning and development.
- **401k retirement plan**.
- **Employee Resource Groups (ERGs)** that support diverse identities and experiences.
- **High ratings**: 94% CSAT on G2 and consistently positive employee reviews on Built In (35+ total employees, 2 offices).
- **Recent engineering focus**: Roles like Software Engineer – AI Platform signal investment in cutting-edge technology.

## Sources
1. [captivateiq.com – About Us](https://www.captivateiq.com/about-us)
2. [captivateiq.com – Careers](https://www.captivateiq.com/careers)
3. [captivateiq.com – Main Site](https://www.captivateiq.com/)
4. [jobs.lever.co/captivateiq](https://jobs.lever.co/captivateiq)
5. [builtin.com – CaptivateIQ Profile](https://builtin.com/company/captivateiq)

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