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Professional Services Consultant



Sales & Business Development
Toronto, ON, Canada
Posted on Monday, June 3, 2024
CaptivateIQ is a leading sales commission platform — recognized by industry analysts, including Forrester, as well as reputable marketplaces like G2. We are trusted by category leaders and innovators like Gong, Lattice, and DataRobot.
With backing from Sequoia, Accel, ICONIQ, and other leading investors, CaptivateIQ is on a mission to enable every company to take control of commission management.
Come and see why Glassdoor and Comparably have recognized CaptivateIQ as a best place to work!
About the Role
We are seeking a passionate new team member to join our Customer Experience team as a Professional Services Consultant. Our Professional Services team provides implementation and one-time services to our customers, ensuring they derive optimal benefits from CaptivateIQ. As a Professional Services Consultant, you will understand customer requirements, design and build customized solutions, train the customer, and ensure successful project delivery through deployment to end users.
Have you spent a full day building a model in Excel or SQL and recognized that as a great day? We're passionate about modeling, problem-solving, and delivering impact to our customers. This person will accelerate their skill in a data model and incentive compensation. By helping our customers implement, you'll gain a breadth of industry experience as you work with many different companies and industries in the time that you'd normally spend in a single place.
We are building a world-class team of data modelers and incentive specialists who care deeply about the value our software brings to our customers. This role is an incredible opportunity to work with a dynamic and growing team and to gain deep expertise in our cutting-edge data modeling technology.


  • 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.


  • 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.


  • (US-ONLY) 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)
  • One time work from home stipend & annual stipends for professional development and caretaking
  • Virtual team lunches to keep you connected
  • (US-ONLY) 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

Notice for Prospective Candidates

  • Only emails from should be trusted.
  • 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.