Senior Manager, Professional Services - Accounting & Reporting

About the role

This role involves leading a team responsible for the execution of reporting and accounting-related project work within enterprise implementations. The focus is on ensuring solutions adhere to strict accounting standards, including ASC340 and SOX compliance, while maintaining data integrity. A key aspect is establishing operational dashboards and feedback loops to provide real-time visibility into project health and facilitate continuous improvement.

The Senior Manager will act as the internal subject matter expert on accounting compliance for incentive compensation, collaborating with product and engineering teams to influence roadmap priorities. This includes refining internal best practices for accounting data structures and championing a "compliance by design" philosophy throughout the delivery lifecycle. The role also involves leading new process and product rollouts with an emphasis on launch and change management.

Success in this position requires acting as a trusted advisor to customer finance and accounting teams on best practices for commission accounting and compliance. It also involves partnering with internal teams like Customer Success to ensure smooth post-implementation transitions and audit readiness. The role includes developing playbooks and financial validation frameworks to improve project quality and identifying systemic improvements from recurring escalations and risks.

The salary range for this position is between $92,000 and $155,250 USD.

Skills that matter here

• accounting: This role requires expertise in accounting principles, specifically for incentive compensation, to ensure compliance and accurate financial reporting.
• compliance: The position demands adherence to financial regulations and standards such as ASC340 and SOX, embedding compliance into every project phase.
• financial reporting: A core responsibility is to ensure accurate and compliant financial reporting for incentive compensation systems.
• SaaS: Experience in a SaaS or enterprise software environment is necessary for leading delivery teams on a technically complex product.
• Excel: Deep expertise in financial modeling and data validation using advanced Excel is required.
• SQL: Familiarity with SQL is preferred for data validation and reporting integrity.

Who this role suits

• A leader with at least 5 years in accounting, finance, or technical consulting, and 3+ years in people leadership.
• Someone with a proven background in sales compensation accounting and reporting, specifically aligned with ASC340/ASC606.
• An individual who has successfully led delivery teams in SaaS environments and can manage complex technical products.
• A professional with a CPA or formal accounting qualification who excels at stakeholder management and communication.

From the employer

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.

• 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 ASC340/ASC606.
• CPA or formal accounting qualification.
• Demonstrated success leading delivery teams in SaaS or enterprise software environments, delivering implementations on a technically complex product.
• Track record of creating outstanding customer experiences.
• Exceptional stakeholder management and communication skills - able to translate complex accounting and data topics for executive and technical audiences.
• Deep expertise in financial modeling, data validation, and reporting integrity (advanced Excel/Sheets; SQL familiarity preferred).

• Comprehensive Healthcare: 100% coverage for medical, dental, and vision for all FTEs, with roughly 75% coverage for dependents.
• Flexible Time Off: Flexible vacation days plus quarterly mental health days to ensure you have the space to recharge.
• Annual Stipends: Dedicated funds for your professional development and caretaking needs.
• Work Anniversary Bonuses: Annual bonuses to celebrate your milestones and contributions to the CaptivateIQ team that grow as your tenure does.
• Retirement Savings (US-Only): A 401(k) plan to help you invest in and secure your future.
• Premium Tools: The latest Apple hardware to empower you to do your best work.
• Inclusive Community: Active Employee Resource Groups (ERGs) that celebrate shared identities and support our DEI goals by fostering an environment where diverse talent thrives.