Professional Services Consultant

Customer Experience – Professional Services Team /
Full-time /
CaptivateIQ is a leading sales commission platform — recognized by industry analysts, including Forrester, as well as reputable marketplaces like G2. We are trusted by category leaders and innovators like Gong, Lattice, and DataRobot.

With backing from Sequoia, Accel, ICONIQ, and other leading investors, CaptivateIQ is on a mission to enable every company to take control of commission management.

Come and see why Glassdoor and Comparably have recognized CaptivateIQ as a best place to work!

About the Role

We are seeking a passionate new team member to join our Customer Experience team as a Professional Services Consultant. Our Professional Services team provides implementation and one-time services to our customers, ensuring they derive optimal benefits from CaptivateIQ. As a Professional Services Consultant, you will understand customer requirements, design and build customized solutions, train the customer, and ensure successful project delivery through deployment to end users.

Have you spent a full day building a model in Excel or SQL and recognized that as a great day? We're passionate about modeling, problem-solving, and delivering impact to our customers. This person will accelerate their skill in a data model and incentive compensation. By helping our customers implement, you'll gain a breadth of industry experience as you work with many different companies and industries in the time that you'd normally spend in a single place.

We are building a world-class team of data modelers and incentive specialists who care deeply about the value our software brings to our customers. This role is an incredible opportunity to work with a dynamic and growing team and to gain deep expertise in our cutting-edge data modeling technology.


    • Work closely with customers and other members of the Professional Services team to deliver best-in-class professional services to our customers.
    • Manage projects from initiation to completion, ensuring they are delivered on time, within scope, and within budget.
    • Understand customer plan requirements and design system configurations maximizing modeling efficiency and repeatability.
    • Assist customers throughout the testing phase of implementation.
    • Train and consult customers on how to become experts with our platform.
    • Contribute to the development of training materials, documentation, and best practices to support team growth.
    • Collaborate with cross-functional teams including sales, customer success, product development, and support to ensure a cohesive approach to customer solutions.


    • 3+ years of experience in consulting, finance, SPM implementation and administration, and B2B SaaS
    • Strong experience developing and maintaining calculations for large data sets using spreadsheets or database models
    • Strong project management, analytical, and problem-solving skills.
    • Customer-focused, proactive, and adaptable. Demonstrates a strong commitment to delivering high-quality results
    • Ability to work independently in a fast-paced, deadline-oriented environment.

Notice for Prospective Candidates

    • Only emails from should be trusted.
    • We are aware of active recruitment scams using the CaptivateIQ name, in which individuals pose as our recruiters and post fake remote job openings and make fake job offers on the Internet. Please note, we will never do the following:
    • Attempt to correspond with a candidate using a free web-based account, such as an email address that ends in,,, etc.
    • Make an offer of employment without conducting multiple rounds of interviews face-to-face using secure video-conferencing technology.
    • Ask candidates to cash checks to buy equipment on behalf of CaptivateIQ.
    • Ask candidates to make a payment in order to be considered for a position.
    • Make early requests for candidates' personal information such as date of birth, passport details, credit card numbers, bank details and social security number, etc.
    • Please note that we’ll only ask for more sensitive personal information in connection with background checks after an offer is made.
$96,000 - $124,000 a year
CaptivateIQ takes a market-based approach to pay, and the salary range for this job posting shows the base to on-target earnings for this position. The successful candidate’s starting base salary will be determined based on the candidate’s job-related skills, relevant experience, education, work location, market conditions, and other factors. This range may be modified in the future. Certain positions may be eligible for incentive compensation, equity, and other benefits.