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Senior Manager, Professional Services - Accounting & Reporting

2 months, 1 week ago
United States, Canada
Full-time
Lead
Accounting Manager
Project and Program Management
NetSuite Salesforce SQL
Apply Now
CaptivateIQ

CaptivateIQ

CaptivateIQ is the agile commission solution that simplifies sales expenses and drives business growth with automated data management and real-time earnings visibility.

Internet Software & Services
251-1K
Founded 2017
$165M raised
View All Jobs 25

Description

  • Oversee reporting and accounting-related project delivery across a portfolio of enterprise implementations.
  • Ensure solutions meet accounting, audit, and compliance standards, including ASC 340, ASC 606, IFRS 15, and SOX.
  • Establish operational dashboards and feedback loops to monitor project health, risks, dependencies, and resolution paths.
  • Partner with the VP of Services and cross-functional leaders to improve delivery methods, automation, and compliance alignment.
  • Guide the team through ambiguity using structured decision-making in a complex technical product environment.
  • Maintain KPIs such as utilization rates, project realization, and customer CSAT.
  • Serve as the internal subject matter expert on accounting compliance and reporting structures for incentive compensation.
  • Collaborate with Product and Engineering to influence roadmap priorities that support compliant financial outputs.
  • Develop playbooks, templates, and financial validation frameworks to improve project quality and consistency.
  • Lead and mentor a team of accounting-focused consultants and architects, including escalation support for complex implementations and compliance reviews.

Requirements

  • 8+ years of total experience, including 5+ years in accounting, finance, or related technical consulting roles.
  • 3+ years of people leadership experience managing senior consultants or architects.
  • Proven background in sales compensation accounting and reporting aligned to ASC 340/ASC 606.
  • CPA or formal accounting qualification.
  • Experience leading delivery teams in SaaS or enterprise software environments on technically complex products.
  • Track record of creating outstanding customer experiences.
  • Exceptional stakeholder management and communication skills with the ability to explain complex accounting and data topics to executive and technical audiences.
  • Deep expertise in financial modeling, data validation, and reporting integrity.
  • Advanced Excel/Sheets experience; SQL familiarity preferred.
  • Preferred experience with CaptivateIQ, Xactly, Varicent, Anaplan, or SAP Commissions.
  • Preferred familiarity with CRM/ERP systems such as Salesforce, NetSuite, or Zuora.
  • Preferred experience leading offshore or partner-led delivery models.
  • Preferred exposure to AI, analytics, or automation in financial reporting or compliance.

Benefits

  • 100% medical, dental, and vision coverage for all full-time employees, with about 75% coverage for dependents.
  • Flexible vacation days plus quarterly mental health days.
  • Annual stipends for professional development and caretaking needs.
  • Annual work anniversary bonuses that increase with tenure.
  • 401(k) retirement savings plan for US-based employees.
  • Latest Apple hardware provided as premium tools.
  • Active Employee Resource Groups (ERGs) that support inclusion and belonging.

Interested in this position?

Apply directly on the company website

Apply Now

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