Full-Time

Director of Strategy and Operations

Customer Experience

Confirmed live in the last 24 hours

CaptivateIQ

CaptivateIQ

201-500 employees

Sales commission automation and calculation platform

Fintech
Financial Services

Compensation Overview

$170k - $238kAnnually

Senior, Expert

No H1B Sponsorship

Remote in USA

Category
Project Management
Strategy Development
Business & Strategy
Required Skills
Data Analysis
Requirements
  • 10+ years of experience in strategy, operations, or consulting, with at least 5 years in a senior leadership role within a SaaS company, preferably in Customer Success Operations.
  • Proven ability to lead and inspire teams, drive change, and deliver results.
  • Strong strategic and analytical skills, with the ability to translate data into actionable insights.
  • Deep understanding of customer needs and a commitment to delivering exceptional experiences.
  • Strong track record of communicating effectively with internal and external stakeholders to align on goals and priorities.
  • Excellent verbal and written communication skills, with the ability to influence and engage stakeholders at all levels.
  • Demonstrated experience in managing complex projects and initiatives.
  • Proficiency in customer experience management tools, CRM systems, and data analytics platforms.
Responsibilities
  • Collaborate with SVP, CX to develop and implement a comprehensive customer experience strategy aligned with the company’s business objectives.
  • Partner with leadership to design and deliver CX team’s quarterly and annual OKRs.
  • Create a repeatable framework to ensure consistency in execution of strategic projects and initiatives.
  • In collaboration with the Executive Assistant, manage and oversee day-to-day operations of the Customer Experience Leadership office.
  • Work closely with Marketing, Sales, EPD, and other departments to ensure a cohesive approach to company and departmental strategic projects.
  • Define gold standards for CX KPI tracking and implement a dashboard system to ensure appropriate levels of visibility across all levels of the organization.
  • Monitor key performance indicators (KPIs) and provide regular reporting to senior leadership.
  • Utilize data-driven insights to inform strategic decisions and improve customer experience.
  • Conduct an audit of the CX tech stack and recommend improvements to the systems infrastructure.
  • Ensure that technology solutions are effectively integrated and consistently utilized across the customer experience team.
  • Evaluate, implement, and manage customer experience management tools and CRM systems.
  • Identify opportunities for process improvements and implement best practices to enhance operational efficiency.
  • Develop and standardize methodologies to ensure consistent and high-quality customer interactions.
  • Lead continuous improvement initiatives to streamline operations and reduce costs.
  • Build, mentor, and lead a high-performing Operations & Strategy team.
  • Foster a culture of collaboration, innovation, and continuous improvement.
  • Provide coaching and development opportunities to team members.

CaptivateIQ provides a sales commission solution that automates and simplifies the commission calculation process for sales teams. The platform integrates various data sources, allowing for real-time commission calculations and reducing the need for manual data entry. Its interface is designed to be user-friendly, resembling tools like Excel or Google Sheets, which means that no coding skills are required to use it. What sets CaptivateIQ apart from its competitors is its ability to offer customizable reports and commission plans, helping organizations align and motivate their sales teams effectively. The goal of CaptivateIQ is to serve sales-driven businesses of all sizes by optimizing their incentive structures and enhancing operational efficiency.

Company Stage

Series C

Total Funding

$154.7M

Headquarters

San Francisco, California

Founded

2017

Growth & Insights
Headcount

6 month growth

5%

1 year growth

-5%

2 year growth

-15%
Simplify Jobs

Simplify's Take

What believers are saying

  • CaptivateIQ's innovative solutions like Enterprise Workflow Automation and CaptivateIQ Assist can drastically reduce Time-to-Payroll, boosting team performance and motivation.
  • Recognition as a 'Strong Performer' in Forrester's Sales Performance Management report validates CaptivateIQ's robust enterprise-grade solutions.
  • Achieving unicorn status with a $1.25B valuation and significant funding from top-tier investors like ICONIQ Growth and Sequoia Capital indicates strong financial health and growth potential.

What critics are saying

  • The complexity of integrating new features and maintaining a no-code platform could lead to technical challenges and potential downtime.
  • The competitive landscape in the incentive compensation management space is intense, with established players potentially eroding CaptivateIQ's market share.

What makes CaptivateIQ unique

  • CaptivateIQ's no-code platform offers unparalleled flexibility and scalability in commission plan management, setting it apart from traditional rule-based ICM solutions.
  • The introduction of features like Calculation Components and Global Attributes significantly reduces manual effort and errors, enhancing efficiency and precision.
  • CaptivateIQ's SmartGrid technology enables real-time data management and commission calculations at an enterprise scale, a capability that is rare among competitors.

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