Professional Services Architect - Accounting and Reporting
CaptivateIQ
Accounting & Finance, IT, Sales & Business Development
Austin, TX, USA
Posted on Nov 1, 2025
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 and Accel, 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 is expanding our Accounting & Reporting practice — the group responsible for designing the financial reporting layer that connects incentive compensation data to our customers’ accounting systems.
We’re looking for a Senior Professional Services Consultant, Accounting & Compliance Reporting — a seasoned financial modeling and reporting expert who can translate accounting standards into scalable, automated solutions. You’ll serve as both the technical SME for data modeling and the accounting SME for compliance reporting under ASC 340, ASC 606, and IFRS 15.
Job Location
The candidate selected for this opportunity must reside near one of the following locations:
Hybrid (in-office 3 days per week)
- Austin, TX
Remote
- Raleigh, NC
- Nashville, TN
- Toronto, Canada
Responsibilities
- Architect and oversee the design, build, and validation of all financial reports and dashboards for complex sales compensation system projects, with a deep focus on ASC 606 reporting compliance and data integrity.
- Maintain end-to-end ownership of financial reporting model quality, performance, and long-term hygiene.
- Act as senior escalation point for accounting- and reporting-related projects, guiding consultants toward scalable, compliant solutions.
- Develop and maintain best practices within CaptivateIQ for commission capitalization and amortization under ASC 340, ASC 606, and IFRS 15.
- Translate unique customer reporting, dashboard, and accounting compliance requirements into efficient, repeatable system configurations for data output and reporting.
- Partner cross-functionally with Engineering, Product, Sales, and Customer Success on priorities and delivery of financial data outputs.
- Contribute to the team by developing best practices, templates, and standards to raise reporting quality across the organization, including mentoring junior team members.
Requirements
- 7+ years of experience in financial modeling, data integrity, or reporting within sales compensation, ERP, or financial systems.
- Background in accounting or finance. Nice to have: a focus on sales compensation accounting and financial modeling. Accounting certification, training, or formal education preferred.
- Expert knowledge of ASC 340, ASC 606, or IFRS 15 related to commission capitalization, amortization, and sales compensation accounting structures.
- Proven customer-facing consulting/implementation experience across project phases related to requirements gathering, solution design, launch, and support of financial reporting components.
- Expert-level Excel modeling for large datasets; demonstrated strong data intuition and model hygiene for financial reporting.
- Highly analytical, detail-oriented, and customer-obsessed; thrives in fast-paced, deadline-driven environments.
Nice to Have
- CPA license
- Experience with CaptivateIQ or other related SPM platforms (e.g., SAP Commissions, Xactly Incent, Varicent).
- Proficiency with CRM/ERP/subscription platforms (Salesforce, NetSuite, Zuora).
- Familiarity with SQL/Python for data prep/analysis and structured problem-solving (no heavy coding required).
- Background in financial operations/planning (FP&A), system implementation, solutions architecture/engineering, or technology consulting.
Benefits
- (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)
- Annual stipends for professional development and caretaking
- (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 @captivateiq.com should be trusted.
- Attempt to correspond with a candidate using a free web-based account, such as an email address that ends in @gmail.com, @yahoo.com, @hotmail.com, 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.
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:
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
The OTE range in USD represents the minimum and maximum for this position across North America. The OTE offered for this position will depend on numerous factors, including individual proficiency, anticipated performance, and the location of the selected candidate. Our OTE is just one component of CaptivateIQ's competitive total rewards package.