Professional Services Architect - Accounting and Reporting at CaptivateIQ

Raleigh, North Carolina, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Technology, SaaS, Sales PerformanceIndustries

Requirements

6+ years of total experience, including 4+ years in ICM/SPM (Incentive Compensation Management/Sales Performance Management) modeling and delivery
Background in accounting or finance, ideally with a strong focus on sales compensation accounting and financial modeling. Accounting certification, training, or formal education preferred
Knowledge of ASC 340, ASC 606, or IFRS 15 related to commission capitalization, amortization, and sales compensation accounting structures
Proven customer-facing consulting/implementation experience across all project phases: requirements gathering, solution design, stakeholder management, UAT, launch, and issue escalation
Expert-level [skills implied in context of modeling and accounting]

Responsibilities

Lead the entire project lifecycle for complex implementations, with a focus on discovery, solution design, build, testing, and launch of models that integrate compensation, aggregation, and accounting/reporting requirements
Architect and build scalable calculation models in CaptivateIQ, owning model quality, performance, and long-term hygiene while maximizing efficiency and repeatability
Serve as the technical and accounting escalation point on internal and partner-led projects, guiding consultants via solution checkpoints and ensuring alignment with best practices
Leverage deep accounting expertise to develop and maintain compliance-aligned best practices for using CaptivateIQ, specifically related to ASC 340, ASC 606, or IFRS 15 (commission capitalization and amortization)
Translate unique customer requirements—covering both compensation plans and accounting methodologies—into efficient, repeatable system configurations
Partner cross-functionally with Engineering, Product, Sales, and Customer Success on priorities and delivery
Contribute to the team by developing best practices, templates, and standards to raise modeling and delivery quality across the organization

Skills

Incentive Compensation Management

ASC 340

ASC 606

IFRS 15

Commission Plan Modeling

Financial Reporting

Data Modeling

Accounting

Sales Performance Management

Professional Services

CaptivateIQ

Sales commission automation and tracking platform

About CaptivateIQ

CaptivateIQ provides a sales commission solution that automates and simplifies the commission calculation process for sales teams. The platform integrates various data sources, allowing for real-time commission calculations and reducing the need for manual data entry. Its interface is designed to be user-friendly, resembling tools like Excel or Google Sheets, which makes it accessible to users without coding skills. What sets CaptivateIQ apart from its competitors is its ability to offer customizable reports and commission plans, ensuring that all team members are aligned and motivated. The goal of CaptivateIQ is to help sales-driven organizations optimize their incentive structures and enhance operational efficiency.

San Francisco, CaliforniaHeadquarters

2017Year Founded

$154.7MTotal Funding

SERIES_CCompany Stage

Fintech, Financial ServicesIndustries

201-500Employees

Benefits

Health Insurance

Paid Vacation

401(k) Company Match

Flexible Work Hours

Home Office Stipend

Professional Development Budget

Risks

Emerging fintech startups pose a competitive threat to CaptivateIQ's market share.

Continuous innovation in AI and machine learning may strain CaptivateIQ's resources.

Integration challenges with new features like SmartGrid could disrupt existing client systems.

Differentiation

CaptivateIQ offers a no-code platform for commission management, accessible to non-technical users.

The company provides real-time commission calculations, enhancing speed and accuracy for enterprises.

CaptivateIQ's customizable reports and plans align with personalized employee incentive structures.

Upsides

The rise of no-code platforms supports CaptivateIQ's user-friendly commission management approach.

CaptivateIQ's cloud-based platform benefits from the trend towards remote work solutions.

The subscription-based model offers predictable revenue streams, aligning with industry trends.

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