Senior Director of Finance, CaptivateIQ
$212-285k
+ Equity
3+ days a week in office (Menlo Park, CA)
Commission management platform
Job no longer available
Commission management platform
201-500 employees
Job no longer available
$212-285k
+ Equity
3+ days a week in office (Menlo Park, CA)
201-500 employees
Company mission
To bring joy and transparency to sales performance management.
Role
Who you are
- 10+ years of progressive experience in Strategic Finance, FP&A, Investment Banking, or Corporate Development with 3–5+ years in leadership roles at a B2B SaaS company
- Demonstrated success in building and managing high-impact finance teams in growth-stage companies
- Exceptional financial modeling, analysis, and forecasting skills
- Advanced ability to distill complex financial concepts into clear insights for diverse audiences
- Proven track record partnering cross-functionally and influencing executive stakeholders
- Deep understanding of SaaS metrics, business models, and customer lifecycle dynamics
- Excellent communication skills—verbal, written, and visual presentation
- Proficiency in Excel/Google Sheets and SQL; familiarity with business intelligence tools (e.g., Looker, Tableau), ERP (e.g., Netsuite), and FP&A systems (e.g., Anaplan, Adaptive Insights)
What the job involves
- As the Senior Director, Finance, you will lead CaptivateIQ’s strategic finance initiatives, overseeing budgeting, forecasting, financial planning, performance analysis, and strategic decision support
- You’ll report directly to the Co-CEO and work closely with C-level leadership across the organization
- This role is both strategic and hands-on, and will help shape our financial infrastructure as we scale
- You will manage a growing team, drive company-wide planning and forecasting processes, develop investor-ready reporting, and partner with key departments (Sales, Marketing, Product, Ops) to ensure alignment between financial strategy and operational execution
- Lead the development and evolution of CaptivateIQ’s long-range financial strategy in partnership with executive leadership
- Own and enhance the consolidated corporate model; drive monthly, quarterly, and annual forecast cycles
- Develop and manage strategic plans, including annual operating plans and multi-year forecasts
- Guide resource allocation and capital investment decisions across the company
- Provide deep analysis of financial performance, unit economics, and ROI to support executive decision-making
- Define and report on KPIs (e.g., CAC, CAC Payback, Magic Number, LTV, NRR) and develop dashboards and reporting structures that improve insight and accountability
- Build real-time performance tracking tools and promote a culture of metrics-driven decision-making
- Serve as a trusted financial partner to key business leaders in Sales, Marketing, Product, and Operations
- Lead financial reporting and insights delivery to the Executive Team, Board of Directors, and investors
- Support company-wide strategic initiatives, including: M&A evaluation, partnerships, and capital market activities
- Thrives in lean environments; sets a high bar for accuracy and analytical rigor while operating with agility and ownership
- Manage and grow a high-performing finance team; provide mentorship and foster career development
- Lead the annual budgeting process, partnering with department heads to ensure clarity, accountability, and alignment with company-wide objectives
- Optimize and automate financial systems, processes, and tools (e.g., NetSuite, Adaptive Insights, Looker)
Our take
CaptivateIQ is an incentive compensation platform using AI to automate commission workflows. Businesses spent an exorbitant amount each year managing commission processes, so the company's no-code SaaS is a welcome overhaul for the sector.
CaptivateIQ's platform improves both the efficiency and accuracy of existing legacy processes, serving any type of organization that utilizes a performance-based compensation plan. The founding team has real experience with the cumbersome process of managing commission payments, which is why they chose to target this particular problem.
CaptivateIQ has been smart in building a more generic product, allowing it to attract big-name clients from different sectors. This broad customer acquisition, atop regular funding injections, has helped CaptivateIQ reach Unicorn status. The company continues to add to its offering, for example with the launch of its AI-powered payee experience in 2025.
Freddie
Company Specialist at Welcome to the Jungle
Insights
-14% employee growth in 12 months
Company
Funding (last 2 of 4 rounds)
Jan 2022
$100m
SERIES C
Apr 2021
$46m
SERIES B
Total funding: $159.2m
Company benefits
- 100% of medical, dental, and vision covered including 75% for dependents
- Unlimited vacation days and quarterly mental health days so you can recharge
- $1,000 to explore your dream destination on your work anniversary
- $500 annual professional development stipend to continue growing and learning
- $500 home office stipend to decorate your home office
- $1,000 caretaker stipend to make sure our parent colleagues are being supported
- Virtual team lunches to keep you connected
- 401k plan to participate in and save towards the future
- Newest hardware and tools for the job
- Employee Resource Groups (ERGs) to support and celebrate the shared identities and life experiences of communities within CaptivateIQ
Company HQ
China Basin, San Francisco, CA
Leadership
Mark Schopmeyer
(Co-CEO & Co-founder)Former Investment Professional at Carrick Capital Partners and Finance and Strategy Manager at BrightRoll. Former Investment Banking Analyst at Jefferies & Company and Lehman Brothers. BA in Business Administration from Berkley School of Business.
Conway Teng
(Co-CEO & Co-founder)Former employee at Gusto in Finance and Business Operations. Previously Head of Growth at OrderAhead. Founder of FiveStars. Graduated from Berkley.
Hubert Wong
(Principal Engineer & Co-founder)Was CTO of the company for 6 years. Former Senior Software Engineer at Vungle, OpenTable and CoPilot Labs. BS in Electrical Engineering and Computer Science at Berkley.
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