Professional Services Consultant

Posted on 6/3/2024



201-500 employees

Offers agile commission management software


Remote in Canada

Required Skills
  • 3+ years of experience in consulting, finance, SPM implementation and administration, and B2B SaaS
  • Strong experience developing and maintaining calculations for large data sets using spreadsheets or database models
  • Strong project management, analytical, and problem-solving skills
  • Customer-focused, proactive, and adaptable. Demonstrates a strong commitment to delivering high-quality results
  • Ability to work independently in a fast-paced, deadline-oriented environment
  • Work closely with customers and other members of the Professional Services team to deliver best-in-class professional services to our customers.
  • Manage projects from initiation to completion, ensuring they are delivered on time, within scope, and within budget.
  • Understand customer plan requirements and design system configurations maximizing modeling efficiency and repeatability.
  • Assist customers throughout the testing phase of implementation.
  • Train and consult customers on how to become experts with our platform.
  • Contribute to the development of training materials, documentation, and best practices to support team growth.
  • Collaborate with cross-functional teams including sales, customer success, product development, and support to ensure a cohesive approach to customer solutions.

CaptivateIQ's environment emphasizes flexibility and transparency, making it an ideal workplace for those who thrive in innovative settings that prioritize clear communication and operational efficiency. Their focus on developing agile commission management software that integrates seamlessly with multiple data sources positions them as a leader in streamlining payout processes. This approach not only enhances the productivity of sales teams but also fosters an atmosphere of trust and motivation, all central to this company's ethos.

Company Stage

Series C

Total Funding



San Francisco, California



Growth & Insights

6 month growth


1 year growth


2 year growth