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Senior Technical Solutions Consultant
CaptivateIQ. Develop deep expertise in CaptivateIQ’s platform, data structures, and calculation capabilities .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in B2B SaaS applications, particularly in data modeling, complex calculations, and reporting. Proficient in using analytical tools and advanced Excel functionalities to troubleshoot and resolve customer data issues effectively.
Highest-signal resume keywords
B2B SaaS ExperienceData Modeling ExpertiseAdvanced Excel ProficiencyAnalytical Problem-SolvingCross-Functional Collaboration
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data StructuresComplex CalculationsSQLData ManipulationFinancial ModelingBusiness AnalyticsRevenue OperationsPythonJavaScriptAI-Assisted Tools
Soft Skills
Analytical SkillsProblem-Solving SkillsWritten CommunicationVerbal Communication
Tools & Technologies
CaptivateIQAnaplanPower BIExcelTableauPigmentXactlyVaricentSAP Commissions
Industry Keywords
Data VisualizationBusiness PlanningCustomer SuccessSupport Process Improvement
Tech Stack
Tools & technologiesJavaScriptPythonSQLTableau
About the role
Key responsibilities & impact- Develop deep expertise in CaptivateIQ’s platform, data structures, and calculation capabilities
- Own and resolve complex customer issues through technical investigation, root cause analysis, and cross-team collaboration
- Evaluate customer data models, calculation logic, and data flows to identify configuration gaps, dependencies, and inconsistencies
- Communicate technical issues, investigation progress, and resolutions to customers and internal teams
- Partner with Product, Engineering, and Customer Success to identify recurring technical issues and drive improvements
- Lead or significantly contribute to support-process, tooling, documentation, and knowledge-sharing initiatives
- Serve as a technical resource for peers and mentor other consultants
- Participate in an on-call rotation for after-hours support and critical issue resolution
Requirements
What you’ll need- 5+ years of experience in a technical, customer-facing role working with B2B SaaS applications, particularly those involving data modeling, complex calculations, formulas, reporting, or configurable business logic
- Experience with tools such as Anaplan, Power BI, Excel, SQL, or similar data-driven platforms is a plus
- Hands-on experience working with complex datasets, including data structures, joins, unions, and transformations
- Ability to use analytical and AI-assisted tools to investigate discrepancies and troubleshoot data issues
- Proficiency in Excel or similar spreadsheet tools, including advanced formulas, data manipulation, lookups, and working with large datasets from multiple sources
- Excellent analytical and problem-solving skills
- Strong written and verbal communication skills, with the ability to explain complex technical concepts clearly
- Experience collaborating cross-functionally to improve processes, tools, or customer outcomes
- Experience with enterprise SaaS platforms involving complex calculations, data modeling, or business planning, such as CaptivateIQ, Anaplan, Pigment, Xactly, Varicent, SAP Commissions, or similar
- Background in financial modeling, business analytics, revenue operations, or other roles involving complex data and calculation logic
- Familiarity with Python, JavaScript, or AI-assisted tools
- Experience with business intelligence and data visualization tools such as Power BI, Tableau, or similar platforms
- Ability to work a scheduled shift aligned with European, US Eastern, or US Pacific business hours
Benefits
Comp & perks- CaptivateIQ works with a third-party Employer of Record to handle compliance, payroll, and as applicable benefits on their behalf
- Participate in an on-call rotation to provide after-hours support, ensuring timely resolution of critical issues and maintaining system uptime