Professional Services Architect - Accounting and Reporting

CaptivateIQ•Raleigh, NC

2d•$135,000 - $190,000•Hybrid

About The Position

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’s Professional Services team is growing our Accounting & Reporting practice—the group that designs the financial reporting layer connecting incentive compensation data to our customers’ accounting systems. We’re looking for a Professional Services Architect, Accounting & Reporting—a senior individual contributor who blends deep accounting fluency with system implementation expertise. You’ll turn complex compliance requirements under ASC 340, ASC 606, and IFRS 15 into scalable, automated financial reporting solutions that stand up to audit and deliver real business insight. This role is ideal for someone who loves bridging accounting logic with technical design—an architect who understands how journal entries, data models, and dashboards all fit together.

Requirements

7+ years of experience in financial modeling, data integrity, or reporting within sales compensation, ERP, or financial-systems environments.
Accounting or finance background—degree, MBA, CPA, or equivalent applied experience—with a solid grasp of ASC 606 and related standards.
CPA or formal accounting background, educational or professional.
Proven experience implementing or designing financial reporting systems or compensation-related data models.
Advanced Excel or Sheets skills for complex, large-dataset modeling; SQL or scripting familiarity preferred.
Demonstrated customer-facing consulting or implementation experience across discovery, design, and delivery phases.
Highly analytical, detail-oriented, and comfortable operating independently in a fast-paced, client-facing environment.

Nice To Haves

Experience with CaptivateIQ, Xactly, Varicent, SAP Commissions, or Anaplan.
Familiarity with Salesforce, NetSuite, Zuora, or other ERP/CRM systems.
Exposure to SQL/Python for financial data analysis or automation.
Background in FP&A, revenue operations, or audit/compliance.

Responsibilities

Design and architect financial reporting and compliance solutions for complex sales-compensation environments, ensuring data accuracy, audit readiness, and adherence to ASC 606.
Own end-to-end reporting model quality and performance, maintaining long-term hygiene and data integrity across customer implementations.
Serve as the senior accounting escalation point, guiding consultants on compliant design decisions and resolving complex reporting challenges.
Develop and maintain best-practice frameworks for commission capitalization and amortization under ASC 340, ASC 606, and IFRS 15.
Translate unique customer requirements into repeatable, efficient reporting configurations and dashboards.
Partner cross-functionally with Engineering, Product, and Customer Success to influence data-output standards and compliance-ready product enhancements.
Elevate the team by contributing templates, documentation, and mentorship that raise the overall bar for delivery excellence.

Benefits

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

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume