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Principal Professional Services Consultant

Role overview

Qualifications

  • Background in sales compensation, as a consultant or as an administrator/practitioner using a comp tool in-house
  • 10+ years of experience as a consultant or implementation professional, with demonstrated project leadership
  • Strong grasp of data modeling, formulas, and spreadsheet/database tools (Excel or similar)
  • Excellent time management and prioritization skills

Responsibilities

  • Lead full-cycle CaptivateIQ implementations, from requirements and comp plan design through data structure, build-out, UAT, and go-live
  • Own project timelines across multiple concurrent implementations, setting expectations with customers and internal stakeholders
  • Serve as the primary client-facing contact, building trust with customer admin teams
  • Scope new implementation or post-implementation services and support related negotiations as needed

Key facts

  • Remote from: United States
  • Freelance
  • Expert & Leadership (>10 years)
  • Professional Services Manager
  • English

Hard skills

Other skills

  • Customer Service
  • Microsoft Excel
  • Time Management
  • Problem Solving
  • Communication
  • Collaboration

About the company

CaptivateIQ logo

CaptivateIQ

Computer Software / SaaS

CaptivateIQ is the only modern platform that brings quota, territory, headcount, and compensation into a single, AI-powered workspace — built for agility, alignment, and scale. Purpose-built for modern revenue teams, CaptivateIQ bridges the gap between incentive compensation management and sales planning, so strategy, execution, and measurement operate in perfect harmony. Legacy solutions and spreadsheets weren’t designed for dynamic go-to-market organizations. CaptivateIQ replaces slow, error-prone, siloed processes with a unified platform that seamlessly connects your sales planning, incentive management, and performance tracking. Revenue leaders benefit from one shared source of truth from capacity planning to payout, aligning incentives with strategic goals to drive behaviors that move the business forward. CaptivateIQ empowers every function — RevOps, Finance, Sales, and more — to adjust plans, incentivize performance, and deliver on revenue growth targets, all within a flexible environment that adapts as quickly as business does. From enterprise-grade controls to in-depth reporting and dashboards, revenue teams monitor, measure, and optimize at every step to maximize success. Trusted by over 800 leading companies—including Boston Scientific, Datadog, and 6sense — CaptivateIQ sets a new standard for sales performance management. Your plans, your way: plan for anything, pivot anytime.

Company details

Company typeScaleup
IndustryComputer Software / SaaS
Company size201 - 500

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Job description

CaptivateIQ is transforming the way companies plan, manage, and optimize sales performance. We started by revolutionizing incentive compensation management, and now we’re expanding our platform to solve broader sales planning challenges. Recognized by industry analysts like Forrester and G2 and backed by top-tier investors, including Sequoia, ICONIQ, Accel, and Sapphire Ventures, we empower high-growth companies like Netflix, Figma, and Stripe with the flexibility and insights needed to drive revenue performance.

Join a talented, fast-growing team committed to solving some of the most complex and impactful problems in sales performance management.


About the Role

CaptivateIQ’s Professional Services team partners with customers after the deal closes to bring their sales compensation programs to life inside CaptivateIQ, from business requirements and comp plan design through data structure, build-out, UAT, and go-live, before handing off to Customer Success. Depending on company size and plan complexity, implementations run anywhere from 10 weeks to a year.

We’re hiring a Principal Professional Services Consultant to join a growing team leading these implementations end-to-end. This is a highly client-facing role: you’ll move fluidly between customer meetings and hands-on build work, owning the project timeline while managing customer expectations along the way. It’s a strong fit for someone who thrives in ambiguity, enjoys solving complex compensation problems, and wants the pace and ownership of a fast-moving, startup environment.


What You’ll Do
  • Lead full-cycle CaptivateIQ implementations, from requirements and comp plan design through data structure, build-out, UAT, and go-live, designing configurations that make each customer’s plan efficient and repeatable.

  • Own project timelines across multiple concurrent implementations, setting expectations with customers and internal stakeholders.

  • Serve as the primary client-facing contact, building trust with customer admin teams and handing off cleanly to Customer Success at go-live.

  • Scope new implementation or post-implementation services and support related negotiations as needed.

  • Become an expert in CaptivateIQ and sales commission structures, partnering with Product Managers, Customer Success Managers, and Sales throughout the engagement.

  • Proactively escalate project and account risks, maintain your billable utilization target, and define team best practices that raise the bar for delivery quality.


  • What You'll Bring
  • Background in sales compensation, as a consultant or as an administrator/practitioner using a comp tool in-house.

  • 10+ years of experience as a consultant or implementation professional, with demonstrated project leadership (managing other consultants is not required).

  • Strong grasp of data modeling, formulas, and spreadsheet/database tools (Excel or similar); comfort with object-oriented and relational data concepts.

  • Excellent time management, able to move seamlessly between client meetings and hands-on build work, prioritizing across multiple engagements.

  • Friendly, obsessively customer-focused, and service-oriented, with strong problem-solving instincts.

  • Strong communication, analytical, and collaboration skills; comfortable working independently while knowing when to seek guidance.

  • A startup mindset, comfortable with ambiguity in a fast-changing environment, with a clear sense of why that environment is the right fit for you.

  • Background at a SaaS/technology company.


  • Nice to Have
  • SQL experience.

  • Experience with AI implementation.

  • Experience with CaptivateIQ or a competitor's sales compensation software (e.g., Xactly, Varicent, SAP Commissions).

  • Proficiency with CRMs (e.g., Salesforce) or ERPs (e.g., NetSuite).

  • CaptivateIQ participates in E-Verify, web-based system that allows enrolled employers to confirm the eligibility of their employees to work in the United States

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    MR

    Marcus Rivera

    Chief Revenue Officer

    m.rivera@company.com
    linkedin.com/in/marcusrivera
    Unlocked after you apply
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