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CaptivateIQ · 2 months ago

Senior Manager, Professional Services - Accounting & Reporting

United States

Full-time

Remote

Senior Level, Lead/Staff

$169K/yr - $235K/yr

8+ years exp

CaptivateIQ is transforming the way companies plan, manage, and optimize sales performance. They are seeking an experienced Professional Services leader with a deep accounting and compliance background to lead their Accounting & Reporting delivery team, ensuring accuracy and compliance in financial reporting across incentive compensation systems.

Data IntegrationManagement Information SystemsSaaSSalesSoftware

Growth Opportunities

Responsibilities

Oversee the execution of reporting and accounting-related project work across a portfolio of enterprise implementations

Ensure solutions meet rigorous accounting standards for ASC340, SOX compliance, among others, and maintain ongoing financial data integrity

Establish clear, measurable operational dashboards and feedback loops that enable early intervention, faster root-cause resolution, and continuous improvement

Design, implement, and operate systems that provide real-time visibility into project health, risks, dependencies, and resolution paths - giving internal stakeholders (including project teams, CX leadership, and executives) proactive insight into delivery performance

Partner with the VP of Services and cross-functional leaders to evolve delivery methodologies for scalability, automation, and compliance alignment

Act as the internal subject matter expert on accounting compliance and reporting structure for incentive compensation

Collaborate with Product and Engineering to influence roadmap priorities that support compliant financial data outputs

Maintain and continuously refine internal best practices for accounting data structures, model hygiene, and report governance

Champion a 'compliance by design' philosophy in delivery, embedding financial accuracy into every phase of the implementation lifecycle

Serve as a trusted advisor to enterprise customers’ finance and accounting teams on best practices for commission accounting, amortization schedules, and compliance reporting

Partner closely with Customer Success and Support to ensure smooth post-implementation transitions and continued audit readiness

Influence internal and partner-delivered project quality by developing playbooks, templates, and financial validation frameworks

Lead and mentor a team of accounting-focused consultants and architects specializing in ASC 606 and financial reporting deliverables

Build leadership depth within the team by developing clear career paths and competency frameworks for accounting and technical expertise

Foster a culture of accuracy, accountability, and continuous improvement—where technical rigor meets consultative excellence

Serve as the senior escalation point for complex customer implementations or compliance reviews

Qualification

Accounting complianceFinancial reportingSales compensation accountingPeople leadershipFinancial modelingData validationSaaS implementationStakeholder managementTechnical consultingContinuous improvementCustomer experienceCompliance governanceCommunication skillsTeam leadershipProject management

Required

8+ years of total experience, including 5+ years in accounting, finance, or related technical consulting roles

3+ years of people leadership experience managing senior consultants or architects

Proven background in sales compensation accounting and reporting aligned to ASC340/ASC606

Demonstrated success leading delivery teams in SaaS or enterprise software environments, delivering implementations on a technically complex product

Track record of creating outstanding customer experiences

Exceptional stakeholder management and communication skills - able to translate complex accounting and data topics for executive and technical audiences

Deep expertise in financial modeling, data validation, and reporting integrity (advanced Excel/Sheets; SQL familiarity preferred)

Preferred

CPA or formal accounting qualification

Experience with CaptivateIQ, Xactly, Varicent, Anaplan, or SAP Commissions

Familiarity with CRM/ERP systems (Salesforce, NetSuite, Zuora)

Experience leading offshore or partner-led delivery models

Exposure to AI, analytics, or automation in financial reporting or compliance

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)

Annual stipends for professional development and caretaking

(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