Licensed Sales Engagement Specialist overseeing client and broker relationships at NFP. Driving business opportunities and managing account activities within the HealthSource RI for Employers State Exchange.
About the role
- Sales Planning Architect at CaptivateIQ responsible for high-impact implementations. Leading architectural standards and transforming sales planning methods for high-growth organizations.
Responsibilities
- Architectural Leadership: Elevate existing Sales Planning standards into a "Gold Standard" framework by refining reference architectures and institutionalizing global best practices. Act as the lead expert to drive continuous improvement across the delivery lifecycle, ensuring global teams evolve from baseline execution to specialized technical mastery.
- Strategic Advisory: Lead discovery workshops with Sales Ops and Finance executives to translate complex sales strategies into scalable, data-driven models.
- End-to-End Implementation: Own the full lifecycle of our most complex builds, from hands-on configuration of advanced logic to designing auditable, high-performance systems.
- Data Strategy: Oversee data ingestion and transformation from CRM (Salesforce), HRIS, and ERP systems, ensuring absolute integrity across the planning lifecycle.
- Product Partnership: Act as a critical bridge to Product and Engineering, surfacing field patterns to influence the evolution of our sales planning features.
- Team Elevation: Set the bar for technical excellence by mentoring consultants and conducting design reviews to ensure solution hygiene.
Requirements
- Experience: 6+ years in Sales Planning, RevOps, or Incentive Compensation (Consulting or Enterprise Professional Services experience preferred).
- Domain Expertise: Deep mastery of quota allocation, territory design, and capacity planning methodologies.
- Technical Proficiency: Hands-on expertise building complex calculation logic within enterprise platforms (e.g., Anaplan, CaptivateIQ, Xactly, or Varicent).
- Data Skills: Advanced data modeling ability; comfortable using SQL, spreadsheets, or analytical tools to validate and reconcile complex datasets.
- Communication: Proven ability to influence executive stakeholders and explain technical architecture in simple, business-focused terms.
- Execution: Track record of leading high-stakes projects, managing technical risk, overseeing UAT, and delivering accurate, explainable solutions.
Benefits
- (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 and caretaking
- (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
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