Product Solutions, Senior Consultant, Accounting and Reporting - Remote at CaptivateIQ

| Provo, UT | Remote
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Created by a team with decades of commissions experience, CaptivateIQ is pioneering the new standard in commission management and enabling companies to reclaim the power of incentives.

Calculating commissions is mission-critical. And it’s really, really hard. Each company has a unique commission structure that involves far more calculations and data than a typical salary payroll — and for many, commission is one of the largest expenses on the P&L statement.

When CaptivateIQ was founded in 2017, compensation leaders were tracking and managing sales data using costly legacy software or, in the worst cases, a single spreadsheet. There were no other options but to use opaque, error-prone processes to manage commissions. Our founders knew this could be better. So they created the solution that they’d want to use: CaptivateIQ.

Today, the best teams use CaptivateIQ to strategically manage and maximize the power of incentives. Twenty-eight of the Forbes Cloud 100, including leading brands like Amplitude, Gong, and Hopin, use CaptivateIQ to power their commission programs. We have over $164.6M in funding from ICONIQ, Sequoia, Accel, Workday Ventures, Sapphire, Y Combinator, Amity Ventures, GTMFund, S28 Capital, and other top investors. We’ve grown over 3x by all measures in the past year – including revenue, customers, and employees – and we’re searching for more great folks such as yourself to help us transform the world of commission management.

We’re proud of our 5.0 rating on Glassdoor. Our remote team comes from diverse backgrounds and experiences, which helps us better serve our customers and each other. People are at the heart of our open and inclusive organization, and we bring transparency, humility, and respect to everything that we do.

About the Role

We are searching for a passionate new team member to join our Customer Experience team as a Product Solutions, Senior Consultant, focusing on Accounting and Reporting. Our Product Solutions team provides implementation design, training, and other professional services to our customers, ensuring that our customers derive optimal benefit from CaptivateIQ.

Having a wealth of accounting knowledge, but looking for a new challenge? Have you spent a full day building a model in Excel and recognize that as a great day? Our customers start with modeling their commission plans on our platform and end with aggregating and reporting on those plans. Your accounting and modeling knowledge would be a great fit for our team. 

We’re building a world-class team of data modelers and incentive specialists that cares deeply about the value that our software brings to our customers. This role is an incredible opportunity to take your existing skills and focus it on helping to grow our business.


  • Work closely with customers and other members of the Product Solutions team to deliver best-in-class professional services to our customers 
  • Lead and complete implementation and other significant projects 
  • Become an expert in using CaptivateIQ 
  • Apply your understanding of applicable accounting requirements to develop and maintain best practices for using CaptivateIQ to meet said requirements 
  • Understand customer plan requirements and design system configurations maximizing modeling efficiency and repeatability
  • Configure and test implementations based on customers’ unique needs
  • Consult with and guide customers to enable best practice use of our platform


  • 4+ years work experience
  • Best-in-class experience developing and maintaining calculations for large data sets using spreadsheets, databases, or data visualization and modeling tools 
  • Strong experience developing and maintaining calculations for large data sets using spreadsheets or database models 
  • Highly analytical and detail-oriented 
  • Friendly, obsessively customer-focused and service-oriented
  • Ability to work independently in a fast-paced, deadline-oriented environment

Bonus Points

  • CPA License 
  • Understanding of capitalization and amortization requirements of sales commissions under ASC 340, ASC 606, or IFRS 15 
  • Past experience with CaptivateIQ sales compensation software, or experience with a competitor’s software: SAP Callidus Cloud, Xactly Incent, Varicent 
  • Past experience implementing sales compensation software 
  • Proficiency with popular CRMs (e.g. Salesforce), ERPs (e.g. Netsuite), or subscription management systems (e.g. Zuora)
  • Past experience in any of the following capacities: financial operations, financial planning, accounting, system implementation, sales engineer, solutions architect, customer success, technology consulting, business analysis


  • (US-ONLY) 100% of medical, dental, and vision covered including 75% for dependents
  • Unlimited vacation days and quarterly mental health days so you can recharge
  • $1,000 to explore your dream destination on your work anniversary
  • $500 annual professional development stipend to continue growing and learning
  • $500 home office stipend to decorate your home office
  • $1,000 caretaker stipend to make sure our parent colleagues are being supported
  • Virtual team lunches to keep you connected
  • (US-ONLY) 401k plan to participate in and save towards the future
  • Newest hardware and tools for the job
  • 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.

Notice for Prospective Candidates

  • We are aware of active recruitment scams using the CaptivateIQ name, in which individuals pose as our recruiters and post fake remote job openings and make fake job offers on the Internet. Please note, we will never do the following:
  • Attempt to correspond with a candidate using a free web-based account, such as an email address that ends in,,, etc.
  • Make an offer of employment without conducting multiple rounds of interviews face-to-face using secure video-conferencing technology.
  • Ask candidates to cash checks to buy equipment on behalf of CaptivateIQ.
  • Ask candidates to make a payment in order to be considered for a position.
  • Make early requests for candidates' personal information such as date of birth, passport details, credit card numbers, bank details and social security number, etc.
  • Please note that we’ll only ask for more sensitive personal information in connection with background checks after an offer is made.


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Technology we use

  • Engineering
  • Sales & Marketing
    • PythonLanguages
    • DjangoFrameworks
    • AWS (Amazon Web Services)Frameworks
    • HubSpotCRM
    • LinkedIn SalesNavigatorCRM
    • SalesforceCRM

What are CaptivateIQ Perks + Benefits

CaptivateIQ Benefits Overview

We strive to offer you the flexibility and rewards that you need to do your best work, recharge and continue to develop your craft. From Employee Resource Groups (ERGs) supporting our diverse employee community to a $1,000 travel stipend on your 1-year work anniversary, our perks and benefits help us maintain a healthy work-life balance.

Friends outside of work
Intracompany committees
Culture Committee, ERGs and much more!
Team owned deliverables
Unconscious bias training
Diversity manifesto
Mean gender pay gap below 10%
Diversity Employee Resource Groups
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Mental Health Benefits
Retirement & Stock Options Benefits
Company Equity
Child Care & Parental Leave Benefits
Flexible Work Schedule
Remote Work Program
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Company Outings
Happy Hours
Home Office Stipend for Remote Employees
Professional Development Benefits
Job Training & Conferences
Diversity Program
Promote from within

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