Customer Success Manager - West Coast


Remote role within the USA. Remote only

Full time

Jan 18

CaptivateIQ, the agile commission solution, enables companies to consistently align revenue teams with evolving business goals. 

Combining flexibility with ease of use, CaptivateIQ offers the ability to build any commission plan, save time in payout processing, and motivate sales reps to achieve revenue targets through real-time visibility.

We’ve grown over 3x by all measures in the past year – including revenue, customers, and employees – and we’re searching for more great folks such as yourself to help us transform the world of commission management.

About the Role

We're looking for a talented and experienced Mid-Market Customer Success Manager to join our growing Customer Success Team. As part of a growing team, you’ll have a unique opportunity to help influence and build best-in-class customer success at CaptivateIQ. You will have an important role in being a dedicated liaison to our mid-market customers on behalf of CaptivateIQ, ensuring we help them meet their desired goals and outcomes with our product in a timely manner.


  • Serve as an expert on CaptivateIQ’s platform and become a reliable advisor to mid-market customers throughout their onboarding, rollout, adoption, and renewal/expansion of CaptivateIQ.
  • Maintain regular meetings and communication with customers to drive their adoption, understand their sentiment, and potential opportunities for deeper engagement & expansion/additional services 
  • Provide ongoing best practice use cases of CaptivateIQ based on the understanding of customers' business, needs, and desired results. Serve as the voice of the customer to internal teams
  • Proactively work with assigned customers to develop relationships despite obstacles to ensure Customers find success with CaptivateIQ and renew on time
  • Proactively manage and escalate at-risk customers. Thoroughly understand customer risk reasons, create an action plan and ensure internal visibility by providing regular updates and next steps
  • Lead annual business reviews with key contacts and executive sponsors to consult on strategic initiatives, review their identified goals, track and align on their goals

Technical Requirements

  • Experience developing and maintaining calculations for large data sets using spreadsheets or database models
  • Highly analytical and detail-oriented
  • Aptitude to understand a technical product and to speak to product features with customers
  • Must be a problem solver end to end with an ability to think strategically and structure complex issues into digestible frameworks, and follow up with strong execution
  • Ability to be hands-on with the product to help customers with “How-To’s”

Consultative Requirements

  • Must be able to effectively ask questions, understand customers' goals, strategies, initiatives, and position CaptivateIQ as a best-in-class product experience solution
  • Experience working with senior-level executives/stakeholders and creative problem solving to build strong relationships
  • Ability to learn the product, stay up to date on product knowledge, use cases, and best practices to be consultative with customers

Proactive Requirements

  • Must be a self-starter, someone who can manage their own workload
  • Question the status quo, develop best practices and thought leadership content based on the experiences, learning from customers
  • Someone who can help see gaps in our service and take necessary action to propose a change or improve processes

Bonus Points

  • Experience in commissions, finance, or accounting is a big plus
  • Mid-market CSM or technical experience with previous SaaS software
  • Prior experience in Customer Success, Professional Services, Support/Sales Engineering, or similar experience focused on increasing customer satisfaction, adoption, and retention


  • (US-ONLY) 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, work from home to decorate your home office, and a caretaker stipend to make sure our parent colleagues are being supported
  • Virtual team lunches to keep you connected
  • (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

Notice for Prospective Candidates

  • We are aware of active recruitment scams using the CaptivateIQ name, in which individuals pose as our recruiters and post fake remote job openings and make fake job offers on the Internet. Please note, we will never do the following:
  • Attempt to correspond with a candidate using a free web-based account, such as an email address that ends in,,, etc.
  • Make an offer of employment without conducting multiple rounds of interviews face-to-face using secure video-conferencing technology.
  • Ask candidates to cash checks to buy equipment on behalf of CaptivateIQ.
  • Ask candidates to make a payment in order to be considered for a position.
  • Make early requests for candidates' personal information such as date of birth, passport details, credit card numbers, bank details and social security number, etc.
  • Please note that we’ll only ask for more sensitive personal information in connection with background checks after an offer is made.

The base salary range for this full-time position is $64,000 to $94,000. CaptivateIQ takes a market-based approach to pay, and the base salary range for this job posting shows the minimum and maximum target starting base salary across all US locations. The successful candidate’s starting base salary will be determined based on the candidate’s job-related skills, relevant experience, education, work location, market conditions, and other factors. This range may be modified in the future. Certain positions may be eligible for incentive compensation, equity, and other benefits.

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