Professional Services Consultant - Accounting and Reporting

Professional Services Consultant – Accounting and Reporting

2+ years of experience in sales compensation, accounting, or finance.
Understanding of sales compensation accounting and commission structures.
Proven ability to build and maintain complex financial models (Excel, Google Sheets, or similar).
Highly analytical and detail-oriented with a strong problem-solving mindset.
Customer-focused, proactive, and able to communicate complex ideas clearly.
Ability to thrive in a fast-paced, deadline-driven environment.

Partner with customers and internal teams to deliver best-in-class professional services.
Lead and manage end-to-end implementations and other key projects.
Become an expert in CaptivateIQ and guide customers on best practices.
Leverage your accounting expertise to develop and maintain compliance-aligned best practices for using CaptivateIQ.
Analyze customer requirements and design efficient, scalable system configurations.
Configure, test, and validate implementations to meet customer needs.
Provide consultative guidance to customers, helping them optimize and scale their use of CaptivateIQ.
Deliver post-implementation support by resolving accounting- and model-related inquiries submitted via support tickets.

CPA license or equivalent accounting certification.
Knowledge of ASC 340, ASC 606, or IFRS 15 related to commission capitalization and amortization.
Experience with CaptivateIQ or similar sales compensation software (SAP Callidus Cloud, Xactly Incent, Varicent).
Hands-on experience in implementing software, especially sales compensation software.
Proficiency in databases, data visualization, or modeling tools.
Background in financial operations, FP&A, accounting, system implementation, sales engineering, or technology consulting.