CaptivateIQ
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Cloud • Fintech • Other • Software
Lead a portfolio of 45–55 mid-market accounts to drive adoption, retention, and expansion. Build multi-quarter success plans, run QBRs and executive briefings, negotiate renewals, forecast retention and expansion, manage escalations independently, advocate customer feedback to Product, and integrate AI/LLM automation to scale operations.
Cloud • Fintech • Other • Software
Lead and scale a Project Management function for enterprise SaaS implementations: build delivery governance, risk-visibility systems, milestone gates, and a PM/coordinator organization. Own delivery operating rhythm and reporting, improve enterprise delivery accountability, hire and develop PM staff, and design scalable, multi-tier delivery models to support both high-touch and high-volume engagements.
Cloud • Fintech • Other • Software
Lead end-to-end delivery and architecture of complex enterprise incentive compensation implementations. Design scalable, high-performance compensation models, act as senior technical escalation, advise cross-functional stakeholders, influence product roadmap, and uplift Professional Services standards and reusable modeling frameworks.
Cloud • Fintech • Other • Software
The Director of Product Management will lead the strategy and execution for the Product Platform, overseeing shared layers like data integration, workflows, identity management, and the AI agent platform while ensuring enterprise readiness and cross-team collaboration.
Cloud • Fintech • Other • Software
Lead CaptivateIQ's customer advocacy, community, and Voice-of-Customer programs. Build case study and reference processes, manage G2/review strategy and customer Slack community, run CAB and customer engagement programs, synthesize VoC for Product/PMM/Sales, and partner with Demand Gen, Customer Success, and RevOps to drive install-base growth and expansion.
Cloud • Fintech • Other • Software
Own strategy and execution for Workday and NetSuite partnerships to drive certified integrations, joint GTM, sourced/influenced pipeline, and partner-driven revenue. Align product, sales, marketing, and partner operations to build joint business plans, enable co-sell motions, track KPIs, and scale partner processes and enablement.
Cloud • Fintech • Other • Software
Lead enterprise expansion across strategic accounts: develop account plans, self-generate pipeline, multi-thread stakeholders, run cross-sell plays, manage a BDR/AI SDR rhythm, and help codify enterprise expansion playbooks.
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