Professional Services Consultant, Accounting and Reporting – Remote – $71,000 – $106,000

Remote, United States of America
Job Type


CaptivateIQ, the agile commission solution, enables companies to consistently align revenue teams with evolving business goals.
Combining flexibility with ease of use, CaptivateIQ offers the ability to build any commission plan, save time in payout processing, and motivate sales reps to achieve revenue targets through real-time visibility.
We’ve grown over 3x by all measures in the past year – including revenue, customers, and employees – and we’re searching for more great folks such as yourself to help us transform the world of commission management.
About the Role
We are searching for a passionate new team member to join our Customer Experience team as a Professional Services Consultant focusing on Accounting and Reporting. Our Professional Services team provides implementation design, training, and other professional services to our customers, ensuring that our customers derive optimal benefits from CaptivateIQ.
Have a wealth of accounting knowledge but looking for a new challenge? Do you enjoy spending your day building a model in excel? Our customers start with modeling their commission plans on our platform and end with aggregating and reporting on those plans. Your accounting and modeling knowledge would be a great asset to our team!
We’re building a world-class team of data modelers and incentive specialists that cares deeply about the value that our software brings to our customers. This role is an incredible opportunity to take your existing skills and focus them on helping to grow our business.


    • Work closely with customers and other members of the Professional Services team to deliver best-in-class professional services to our customers
    • Lead and complete implementation and other significant projects
    • Become an expert in using CaptivateIQ
    • Apply your understanding of applicable accounting requirements to develop and maintain best practices for using CaptivateIQ to meet said requirements
    • Understand customer plan requirements and design system configurations maximizing modeling efficiency and repeatability
    • Configure and test implementations based on customers’ unique needs
    • Consult with and guide customers to enable best practice use of our platform


    • 2+ years work experience in sales compensation, accounting, or finance
    • Understanding of sales compensation or sales commissions accounting
    • Top-notch experience developing and maintaining calculations for large data sets using spreadsheets
    • Highly analytical and detail-oriented
    • Friendly, obsessively customer-focused and service-oriented
    • Ability to work independently in a fast-paced, deadline-oriented environment

Bonus Points

    • CPA License
    • Understanding of capitalization and amortization requirements of sales commissions under ASC 340, ASC 606, or IFRS 15
    • Past experience with CaptivateIQ sales compensation software, or experience with a competitor’s software: SAP Callidus Cloud, Xactly Incent, Varicent
    • Past experience implementing sales compensation software
    • Proficiency with databases, or data visualization and modeling tools
    • Past experience in any of the following capacities: financial operations, financial planning, accounting, system implementation, sales engineering, solutions architect, customer success, technology consulting, business analysis


    • (US-ONLY) 100% of medical, dental, and vision covered including 75% for dependents
    • Flexible vacation days and quarterly mental health days so you can recharge
    • Enjoy a one-time expense on your 1-year work anniversary (to use for travel, home furnishings, fancy meal)
    • One time work from home stipend & annual stipends for professional development and caretaking
    • Virtual team lunches to keep you connected
    • (US-ONLY) 401k plan to participate in and save towards the future
    • Newest Apple products to help you do your best work
    • Employee Resource Groups (ERGs) to support and celebrate the shared identities and life experiences of communities within CaptivateIQ. ERGs directly support our company-wide DEI goals as a space for developing and retaining diverse talent

Notice for Prospective Candidates

    • 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.
$71,000 - $106,000 a year
CaptivateIQ takes a market-based approach to pay, and the base salary range for this job posting shows the minimum and maximum target starting base salary across all US locations. 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.
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