CaptivateIQ

Customer Success Manager

• Build and execute multi-quarter success plans that directly link platform use cases and adoption milestones to measurable, quantifiable value for the customer.
• Partner with executive stakeholders (C-suite, Finance, RevOps, HR, Sales) to align CaptivateIQ to their strategic initiatives and compensation strategy.
• Lead business reviews and strategic planning sessions that tell a data-driven value story and influence renewal and expansion decisions.
• Proactively manage and mitigate churn risk, surfacing solutions and driving alignment across internal teams (Product, Engineering, and Services), external stakeholders, and leadership levels.
• Develop multi-threaded relationships across global and cross-functional customer teams - from compensation admins to CROs and CFOs.
• Serve as a trusted advisor who can bridge business and technical discussions, guiding customers through complex workflows and integrations.
• Develop a deep understanding of CaptivateIQ’s platform to advise on best practices and guide customers through complex scenarios.
• Build domain expertise in incentive compensation and sales performance management, developing a point of view to act as a true strategic partner to customers.
• Partner with Product and Engineering to advocate for customer needs through structured voice-of-customer insights.
• Own full accountability for customer retention, expansion, and forecast accuracy within your portfolio, balancing customer advocacy with business objectives.
• Negotiate and influence renewals and upsells that balance customer advocacy with business objectives.
• Collaborate with Account Directors and leadership on renewal and expansion strategy, building business cases that link customer value to commercial impact.

Senior Customer Success Manager, Enterprise

Full-stack Engineer

• Build 0→1 products: Create new services, features, and user experiences from scratch — often starting with rough prototypes and evolving them into scalable, production-ready systems.
• Work through ambiguity: Take loosely defined, abstract problem spaces and transform them into clear technical and architectural approaches.
• Partner deeply with product & design: Participate in customer discovery, sketch solutions, propose alternatives, challenge assumptions, and help define what valuable and delightful looks like.
• Experiment rapidly: Build POCs, run technical spikes, validate ideas quickly, and iterate based on real customer feedback.
• Influence product direction: Bring an engineering-driven perspective to what we build, how we build it, and what tradeoffs are worth making at early stages.
• Design and build scalable systems once we validate the direction, balancing speed with long-term maintainability.
• Raise the technical bar: Contribute to architectural discussions, coding standards, best practices, and mentoring other engineers.
• Own quality end-to-end: From early prototypes to robust production code, you care deeply about reliability, performance, and customer experience.

Senior Software Engineer, Full Stack

AI Engineer

• Lead early-phase AI systems: Design and build AI-first user experiences from the ground up, pairing rapid experimentation with strong measurement loops to evaluate performance, relevance, safety, and cost in production.
• Influence product direction: Bring an engineering-driven perspective to what we build, how we build it, and which tradeoffs are worth making at early stages—charting a multi-step path that turns quick wins into durable, scalable capabilities.
• Design and build scalable AI systems: Once direction is validated, evolve prototypes into reliable, maintainable, and observable production systems, balancing iteration speed with long-term platform health.
• Build AI-powered product experiences: Develop AI-assisted modeling and authoring workflows to accelerate plan design, data mapping, and explanation for customers.
• Deliver retrieval-augmented insights: Implement contextual help, explainers, and policy Q&A grounded in customer data and system metadata using robust retrieval-augmented generation patterns.
• Own guardrails and evaluation: Design and implement evaluation and safety primitives—including offline and online evals, telemetry, human-in-the-loop workflows, safety filters, and red-teaming—to ensure trustworthy AI behavior.
• Create reusable AI platform components: Build shared infrastructure for prompt orchestration, hybrid retrieval, caching, tracing, evaluation, and cost/performance controls that enable teams to ship AI features safely and efficiently.
• Raise the technical bar: Contribute to architecture, coding standards, testing strategy, and mentoring; promote best practices across AI systems, platform design, and production readiness.

Senior Software Engineer – AI Platform & Experiences

DevOps Engineer

• SRE team responsibilities vary based on the needs of our internal customers and the skills available in the team. Below is a list of general responsibilities that all SRE team members should be expected to fulfill:
• Learn by reading and writing designs, documentation, runbooks, and industry literature
• Partner with development teams to design and implement reliable and resilient services
• Build infrastructure automation that’s easy to use by other teams
• Develop observability processes, reports, and tooling to diagnose performance and stability issues
• Eliminate toil by automating manual processes
• Ensure we exceed our compliance and security commitments
• Act in an ethical and professional manner

Senior Site Reliability Engineer

Business Development Rep

• You’ll lead a team that arguably has one of the toughest jobs in the building - The Business Development team is the glue between marketing and sales, responsible for carrying the baton from marketing lead to sales opportunity. The primary focus of this team is to consistently and efficiently meet a monthly quota of booking “Sales Qualified Opportunities” for our Sales team.
• Oversee the daily activities and quota performance management of individual BDRs to ensure key performance metrics are met
• Mentor new BDRs with training, including product knowledge, buyer personas, competition, tools training, and plenty of active coaching: role-plays, live call training, and more
• Provide BDRs with a coaching cadence of time management, objection handling, prospecting tactics, and active listening skills
• Build strong relationships with leadership across departments and define paths to optimize your team’s performance
• Take an ownership stake in hiring and onboarding of additional BDRs
• Experiment with different outreach methods and mixes to build scalable, predictable playbooks that result in qualified meetings
• Strategize with sales and marketing counterparts on pipeline and prospecting initiatives to meet company objectives - be a true owner of your business unit
• Analyze Outreach cadences and Salesforce reports with an eye toward continual improvement and up-to-date messaging, by buyer persona and by industry
• Ensure sales accepted opportunities are sourced in accordance with company targets, and that our Account Executives have enough opportunities to work to be fully productive

Business Development Manager

Product Designer

• Own large, ambiguous design problems from discovery through delivery and iteration
• Design complex, data-heavy workflows for configuring, testing, and managing incentive compensation plans
• Partner closely with Product Managers, Engineers, and other cross-functional partners to frame problems, explore solutions, and ship high-quality experiences
• Balance usability with flexibility, designing for enterprise scale while ensuring advanced functionality remains approachable and scalable
• Design and evolve foundational systems and reusable patterns that improve consistency and long-term product quality
• Champion systems thinking, ensuring solutions integrate cleanly across the broader platform
• Act as a force multiplier across Design, Product, and Engineering by bringing clarity, strong judgment, and mentorship through example
• Raise the bar for UX, UI, and interaction design across enterprise-facing product surfaces
• Lead through influence and execution, not people management

Staff Product Designer

• Own GRR, NDR, renewal forecast accuracy, and commercial discipline across all customer segments.
• Build and execute the roadmap to achieve 110%+ NDR over 24 months through churn reduction, value-led renewals, and repeatable expansion motions.
• Evolve the Customer Value Journey to ensure CSMs consistently guide customers from adoption to ROI realization to modernization.
• Ensure success plans, QBRs, and executive reviews are anchored in ROI storytelling, multi-persona alignment, and cross-product value creation.
• Personally lead renewal-critical conversations for strategic accounts and coach leaders through deal strategy, negotiation, and root-cause diagnosis.
• Build and elevate a world-class CS leadership bench spanning Enterprise, Mid-Market, SMB, and Digital motions.
• Create a coaching culture grounded in core competencies: strategic value orientation, stakeholder influence, product fluency, early risk detection, cross-functional orchestration, executive presence, and ownership mindset
• Redefine the CSM profile from reactive account management to consultative business leadership, equipping every team member to guide customers through adoption, ROI, and modernization phases.
• Establish clear expectations, performance standards, and growth paths that raise organizational maturity and leadership accountability.
• Redesign the CS operating model for scale and consistency, defining clear cadences, governance, and cross-functional workflows.
• Partner with CS Operations to evolve health scoring, risk frameworks, and lifecycle analytics into predictive systems that identify issues before escalation.
• Build dashboards and forecasting mechanisms that provide real-time visibility into adoption, health, and renewal pipelines.
• Institutionalize disciplined hygiene around success planning, documentation, and risk management to drive repeatable execution across segments.
• Develop deep expertise in CaptivateIQ’s expanding multi-product platform, understanding how modules deliver value across Finance, Accounting, RevOps, Sales, and IT.
• Translate customer insights into structured feedback loops that shape roadmap prioritization.
• Partner with Product and Engineering to ensure new features directly advance customer outcomes tied to accuracy, efficiency, and visibility.
• Serve as the internal voice connecting product evolution to customer value creation, ensuring every roadmap decision aligns with measurable outcomes.
• Maintain proactive executive engagement beyond escalations to understand workflows, friction points, and unmet needs.
• Use customer insights to drive programmatic improvements in segmentation, enablement, onboarding, and value realization frameworks.
• Ensure the customer voice is captured systematically and used as a strategic input into business planning and product strategy.

Vice President – Customer Success

Recruitment

• Lead full-cycle recruiting for a variety of roles.
• Act as a strategic partner to business leaders, translating business needs into competitive recruiting strategies, helping to influence hiring decisions.
• Build and manage diverse candidate pipelines from sourcing to offer negotiation, using data to inform your approach and ensure hiring goals are met.
• Act as a trusted advisor to hiring teams, influencing and collaborating with leadership to build high-performing teams.
• Drive process innovation by partnering closely with People Operations/HR to design, document, and implement globally scalable hiring processes.
• Drive the day-to-day use and optimization of our ATS, ensuring data integrity and building accurate reports to drive strategic hiring decisions.
• Champion a world-class candidate experience at every stage of the process.

Senior Recruiter

Product Manager

• Own the Builder Experience roadmap - define and deliver the vision for how customers model and operationalize their incentive compensation plans.
• Deeply understand user workflows - partner closely with customers, CX, and Solution Architects to identify friction points in how admins and builders create, test, and maintain plans.
• Balance intuitiveness with power - design solutions that make modeling logic and workflows feel simple without limiting advanced capabilities required by enterprise clients.
• Collaborate across teams - work hand-in-hand with engineering, design, and GTM to bring features from concept to launch, and ensure smooth adoption across customers.
• Champion platform thinking - ensure your solutions integrate seamlessly with the broader ecosystem of modeling products, leveraging shared objects, reusable components, and consistent UX patterns.
• Drive clarity and execution - define crisp problem statements, measurable outcomes, and success criteria; ensure delivery aligns with broader company goals.

Staff Product Manager – Builder Experience, Incentive Compensation Management

• Own the ICM product strategy and roadmap. Define how CaptivateIQ continues to set the standard in incentive compensation for enterprises - combining modeling flexibility, scale, and usability.
• Model hands-on product leadership. Stay close to the details. Immerse yourself in customer workflows, data models, and technical constraints.
• Foster a culture of deep collaboration. Help your team connect the dots across components, personas, and product surfaces - making decisions that account for the broader platform, not just their local domains.
• Promote intra-team and cross-functional collaboration. Encourage product and engineering teams to walk across the aisle - spending time with Sales, CX, and customers to gain firsthand understanding.
• Build for leverage. Work with Engineering and Design to define reusable primitives and services that power not just ICM but the broader CIQ platform.
• Scale enterprise readiness. Deliver reliability, auditability, and performance for customers operating at enterprise scale.
• Develop system thinkers. Coach PMs to think holistically, reason about tradeoffs, and make clear, structured decisions grounded in system dynamics.
• Drive measurable impact. Connect the team’s work to company-level outcomes and ensure alignment through clarity, not control.

Director of Product Management – Incentive Compensation Management

• Design, build, optimize, and maintain CaptivateIQ's data and core platform functionality
• Work across our full product stack to develop and improve product features
• Participate in the product development process from start to finish, from scoping projects to measuring their success and iterating based on feedback
• Maintain high engineering, quality, and security standards, and continuously improve our codebases and processes
• Work with engineers across the company to develop and iterate at scale
• We are expanding Workflow Services' capacity to meet growing adoption, reliability, and enterprise-scale automation needs.
• The team is investing in execution correctness, retries, back pressure, and cost efficiency.
• They are also enhancing developer experience through SDKs, tooling, and templates to accelerate both internal and external workflow development