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Founded in 2017 and created by a team with decades of commission experience, CaptivateIQ is pioneering the new standard in commission management software and enabling companies to reclaim the power of incentives. Calculating commissions is mission-critical. And it’s really, really hard. Each company has a unique commission structure that involves far more calculations and data than a typical salary payroll — and for many, commission is one of the largest expenses on the P&L statement.
Back up to 5+ years ago, when compensation leaders were tracking and managing sales data using costly legacy software or, in the worst cases, a single spreadsheet. These opaque, error-prone processes led to frustration, redundant work, and in many cases, incorrect commission calculations, which can impact sales team productivity, job satisfaction, and retention. The founders, having managed this process firsthand, created the solution that they’d want to use: CaptivateIQ.
The Role…
The Director of Strategic Finance will join the company’s inaugural finance team, reporting to the CFO/VP of Finance, and will lead the development, management, and expansion of the Financial Planning & Analysis function. This role will enjoy high visibility and strategic influence with the C-suite leadership team and will partner across all areas of the business on short and long-term strategic and financial plans.
A proven product offering that solves a mission-critical problem: 29 of the Forbes Cloud 100, including leaders like Amplitude, Gong, and Hopin, use CaptivateIQ to power their commission management programs. The product is also now the #1 commission solution on G2, TrustRadius, and Gartner PeerInsights.
High growth business that has tripled in each of the last 2 years and the company is planning to grow its employee base from around 200 to 400 in the next year.
Series C funded company that has raised $164.6M in fundingand achieved a $1.25 billion valuation. Investors include ICONIQ, Sequoia, Accel, Workday Ventures, Sapphire, Y Combinator, Amity Ventures, GTMFund, S28 Capital, and other top investors.
Diverse, people-focused, remote-first workforce with a culture that embraces the diversity of opinions and ideas, humility, inclusiveness, transparency, and respect.
Objectives
Design and implement the core Financial Planning & Analysis infrastructure in partnership with the CFO/VP of Finance, including scalable processes for budgeting and forecasting, variance analysis, and management dashboards to monitor key performance indicators (KPIs).
Establish the monthly/quarterly/annual FP&A cadence in collaboration with executive and business line leadership teams.
Build out and own the full 3-statement financial model for the company in support of ongoing financial evaluation, investments, and capital fundraising initiatives.
Create, maintain, and deliver the board financial package, including financial statements, KPIs, and supporting narrative on a monthly/quarterly/annual basis.
Lead efforts to hire and develop exceptional finance talent in the future, when it comes time to add Analyst and emerging Manager-level talent to the team.
Requirements
Proven, progressive track record of 6 to 10+ years in finance/FP&A with experience in high-growth companies, including a background in the software/SaaS industry.
Success record facilitating growth at an early-stage growth/start-up company, including the development of scalable finance infrastructure and processes.
Demonstrated ability to deliver financial data and reporting with a strong sense of urgency and flawless attention to detail in a PE/VC-backed environment.
Versatile attitude with a proven ability to thrive in ambiguity and take a hands-on role in various financial and strategic initiatives.
Proven ability to maintain employment stability, preferably showing progressively more advanced roles with at least one company.
Core Company / Team Characteristics
Problem Solver. You are adept at defining problems and will dig deep beyond surface-level evidence to gather information, evaluate options, and communicate recommendations.
Accountability. You take full ownership of decisions, regardless of the outcome. You never pass the buck and instead are mature enough to own your mistakes.
Mentor. As a leader, you prioritize mentoring your team. You take the time to discuss your career path with each individual, establish learning and development objectives, provide constructive feedback, and monitor progress towards next-level career goals.
Humble & Respectful. You are open to considering and implementing the ideas of others. You readily share credit where due for big wins. You don’t hesitate to speak your mind, but you are concise in delivering explanations and respectful of others in all communications.
Hands-on Leader. You are an excellent leader who can delegate but is also willing and able to dive into the weeds of accounting processes and data analyses.
