Senior Manager, Professional Services - Accounting & Reporting

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, Accel, and Sapphire Ventures,  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 is looking for an experienced Professional Services leader with a deep accounting and compliance background to lead our Accounting & Reporting delivery team. This team owns the design, implementation, and maintenance of the financial reporting layer across complex incentive compensation systems, ensuring accuracy, audit readiness, and compliance with ASC 340, ASC 606, and IFRS 15.   This is not a traditional project-delivery role. You’ll lead a highly specialized team of consultants and architects who blend accounting acumen with technical implementation expertise. Your mandate: scale a world-class reporting and compliance practice that connects operational delivery with financial accuracy and strategic business value.

Delivery Oversight & Operational Excellence Responsibilities

• Oversee the execution of reporting and accounting-related project work across a portfolio of enterprise implementations.
• Ensure solutions meet rigorous accounting standards for ASC340, SOX compliance, among others, and maintain ongoing financial data integrity.
• Establish clear, measurable operational dashboards and feedback loops that enable early intervention, faster root-cause resolution, and continuous improvement.
• Design, implement, and operate systems that provide real-time visibility into project health, risks, dependencies, and resolution paths - giving internal stakeholders (including project teams, CX leadership, and executives) proactive insight into delivery performance.
• Partner with the VP of Services and cross-functional leaders to evolve delivery methodologies for scalability, automation, and compliance alignment.
• Operate effectively within a complex, technically sophisticated product environment, guiding the team through ambiguity using clear frameworks and structured decision-making.
• Establish and rigorously maintain (KPIs), such as utilization rates, project realization, and customer CSAT.

Accounting Strategy & Compliance Governance Responsibilities

• Act as the internal subject matter expert on accounting compliance and reporting structure for incentive compensation.
• Collaborate with Product and Engineering to influence roadmap priorities that support compliant financial data outputs.
• Maintain and continuously refine internal best practices for accounting data structures, model hygiene, and report governance.
• Champion a “compliance by design” philosophy in delivery, embedding financial accuracy into every phase of the implementation lifecycle.
• Lead rollouts of new processes and products as related to reporting and dashboards, with emphasis on launch and change management.

Cross-Functional & Customer Engagement Responsibilities

• Serve as a trusted advisor to enterprise customers’ finance and accounting teams on best practices for commission accounting, amortization schedules, and compliance reporting.
• Partner closely with Customer Success and Support to ensure smooth post-implementation transitions and continued audit readiness.
• Influence internal and partner-delivered project quality by developing playbooks, templates, and financial validation frameworks.
• Identify patterns across escalations and delivery risks, translate them into systemic improvements, and advocate for team needs across CX, Product, and Engineering

Team Leadership & People Development Responsibilities

• Lead and mentor a team of accounting-focused consultants and architects specializing in ASC 606 and financial reporting deliverables.
• Build leadership depth within the team by developing clear career paths and competency frameworks for accounting and technical expertise.
• Foster a culture of accuracy, accountability, and continuous improvement—where technical rigor meets consultative excellence.
• Serve as the senior escalation point for complex customer implementations or compliance reviews.

Requirements

• 8+ years of total experience, including 5+ years in accounting, finance, or related technical consulting roles.
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