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CaptivateIQ · 2 months ago

Professional Services Architect, Accounting and Reporting

United States

Full-time

Remote

Senior Level

$135K/yr - $190K/yr

6+ years exp

CaptivateIQ is transforming the way companies plan, manage, and optimize sales performance. They are seeking a Professional Services Architect to design and implement complex solutions for incentive payment and financial reporting needs, ensuring compliance with accounting standards.

Data IntegrationManagement Information SystemsSaaSSalesSoftware

Growth Opportunities

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

Qualification

Incentive Compensation ManagementFinancial ModelingASC 340/ASC 606/IFRS 15Excel ModelingSaaS ImplementationCustomer-facing ConsultingAnalytical SkillsProject Lifecycle FamiliaritySQL/Python FamiliarityCPA LicenseCRM/ERP ProficiencyDetail-orientedProblem-solving

Required

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 Excel modeling for large datasets; demonstrated strong data intuition and model hygiene

Experience implementing SaaS cloud software; familiarity with the project lifecycle and delivery methodologies

Highly analytical, detail-oriented, and customer-obsessed; thrives in fast-paced, deadline-driven environments

Preferred

CPA license

Experience with CaptivateIQ or other related SPM platforms (e.g., SAP Commissions, Xactly Incent, Varicent)

Proficiency with CRM/ERP/subscription platforms (Salesforce, NetSuite, Zuora)

Familiarity with SQL/Python for data prep/analysis and structured problem-solving (no heavy coding required)

Background in financial operations/planning (FP&A), system implementation, solutions architecture/engineering, or technology consulting

Benefits

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

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