CaptivateIQ · 18 hours ago
Professional Services Architect - Sales Planning
Raleigh, NC
Full-time
Hybrid
Senior Level
CA$190K/yr - CA$215K/yr
6+ years expCaptivateIQ is transforming the way companies plan, manage, and optimize sales performance. The Professional Services Architect will elevate architectural standards and lead the implementation of complex sales planning solutions for high-growth organizations.
Data IntegrationManagement Information SystemsSaaSSalesSoftware
Responsibilities
Architectural Leadership: Elevate existing Sales Planning standards into a "Gold Standard" framework by refining reference architectures and institutionalizing global best practices. Act as the lead expert to drive continuous improvement across the delivery lifecycle, ensuring global teams evolve from baseline execution to specialized technical mastery
Strategic Advisory: Lead discovery workshops with Sales Ops and Finance executives to translate complex sales strategies into scalable, data-driven models
End-to-End Implementation: Own the full lifecycle of our most complex builds, from hands-on configuration of advanced logic to designing auditable, high-performance systems
Data Strategy: Oversee data ingestion and transformation from CRM (Salesforce), HRIS, and ERP systems, ensuring absolute integrity across the planning lifecycle
Product Partnership: Act as a critical bridge to Product and Engineering, surfacing field patterns to influence the evolution of our sales planning features
Team Elevation: Set the bar for technical excellence by mentoring consultants and conducting design reviews to ensure solution hygiene
Qualification
Required
6+ years in Sales Planning, RevOps, or Incentive Compensation (Consulting or Enterprise Professional Services experience preferred)
Deep mastery of quota allocation, territory design, and capacity planning methodologies
Hands-on expertise building complex calculation logic within enterprise platforms (e.g., Anaplan, CaptivateIQ, Xactly, or Varicent)
Advanced data modeling ability; comfortable using SQL, spreadsheets, or analytical tools to validate and reconcile complex datasets
Proven ability to influence executive stakeholders and explain technical architecture in simple, business-focused terms
Track record of leading high-stakes projects, managing technical risk, overseeing UAT, and delivering accurate, explainable solutions
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
Company
CaptivateIQ
CaptivateIQ develops a sales compensation platform designed to help businesses leverage the power of incentives to motivate teams.
201-500 employees
H1B Sponsorship
CaptivateIQ has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (1)
2023 (3)
2022 (1)
Funding
Current Stage
Growth StageTotal Funding
$164.6MKey Investors
AccelSequoia CapitalAmity Ventures
2022-01-26Series C· $100M
2021-04-07Series B· $48M
2020-05-27Series A· $13M
Leadership Team
Conway Teng
Co-CEO and Co-Founder
Mark Schopmeyer
Co-Founder / Co-CEO
Recent News
captivateiq.com
2025-12-05
Foundation Capital
2025-12-05
Company data provided by crunchbase