Sr. Product Manager, Business Planning

Employment Type: Full-time

Position Overview

CaptivateIQ is the leading Sales Performance Management solution, recognized by Forrester and G2, and trusted by customers including Affirm, Gong, and Figma. With solutions for Sales Planning and Incentives, we help revenue teams automate processes, hit revenue targets, and adapt with business change, ultimately driving efficient growth. It's time to rethink ROI - your return on incentives - with CaptivateIQ.

With backing from Sequoia, Accel, ICONIQ, Sapphire Ventures, and other leading investors, CaptivateIQ is on a mission to enable every company to improve their return on incentives and sales planning. Come and see why Glassdoor and Comparably have recognized CaptivateIQ as a best place to work!

We’re looking for a Sr. Product Manager to lead the strategy, roadmap, and execution of our Business Planning initiative—a bold new product that will transform how our customers plan, collaborate, and operate across their revenue organizations.

Our Business Planning offering is positioned to become a connected planning platform, initially focused on revenue teams, but built to expand into adjacent planning workflows such as finance, headcount planning, cost forecasting, anomaly detection and many more use cases exploiting the latest AI/ML and forecasting techniques!

This role will have the opportunity to launch a new impactful product that will help fuel the future growth of the company, work directly with senior leadership, and help define our AI story and posture in the marketplace.

Responsibilities

• Own the product roadmap and lead product development end-to-end—from strategy to execution.
• Deeply understand customer pain points around revenue planning, segmentation, and collaboration through interviews, research, and experimentation.
• Define and refine core workflows, including user-defined workstreams, planning cycles, dependency management, and auditability.
• Translate strategic goals into product requirements, working closely with design, engineering, and GTM teams to build intuitive and scalable features.
• Work closely with GTM and customer success to ensure adoption and success of the product with design partners and early adopters.
• Position CaptivateIQ as a modern alternative to traditional BPM solutions like Anaplan and Pigment by driving simplicity, usability, and speed to value.
• Become the product leader of one of our new product teams by relentlessly learning about the space and what user needs exist in order to create roadmaps that are easy to buy-into and understand.
• Own outcomes and be a champion for reporting on how we’re doing and what should be prioritized.
• Track industry trends and become a thought leader in the space to ensure we develop solutions that are differentiated from the competition.

Requirements

• Proven track record as a Product Manager with 4–8 years of experience, preferably in B2B SaaS, finance, or planning software.
• You thrive at the intersection of strategic thinking and execution.
• Experience launching zero-to-one products or products with a strong modeling component.
• Familiarity with BPM, FP&A, or GTM planning tools (e.g., Anaplan, Adaptive, Pigment) is a strong plus.
• You’re customer-obsessed, intellectually curious, and constantly seeking the “why” behind behaviors.
• Excellent written and verbal communication, with a sharp product sense and strong bias for action.
• A do-what-it-takes attitude to ensure your product and team are successful.
• A great partner that knows how to balance focusing the team with also having fun and building a great culture where people want to work together.

Benefits (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).
• 401k plan to participate in and save towards the future.
• Newest Apple products.

Company Information

CaptivateIQ is the leading Sales Performance Management solution, recognized by Forrester and G2, and trusted by customers including Affirm, Gong, and Figma. With solutions for Sales Planning and Incentives, we help revenue teams automate processes, hit revenue targets, and adapt with business change, ultimately driving efficient growth.

With backing from Sequoia, Accel, ICONIQ, Sapphire Ventures, and other leading investors, CaptivateIQ is on a mission to enable every company to improve their return on incentives and sales planning.

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