Senior CaptivateIQ Consultant

New
O
OpenSymmetrySales Performance Management
Austin, Texas, United StatesFull-TimeSenior
Salary not disclosed
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Job Details

Experience
2+ years of configuration experience within the CaptivateIQ Platform; Minimum 3 years in the SPM sector/Consulting
Required Skills
Microsoft Excel

Requirements

  • 2+ years of configuration experience within the CaptivateIQ platform.
  • Minimum 3 years of experience in the SPM sector or consulting.
  • Experience supporting clients with self-service aspects of CaptivateIQ, including data integration, plan documents, and inquiries.
  • Experience with Quick Reporting functionality.
  • Experience designing and building using Advanced Reporting (dashboards and exports) functionality.
  • Proven experience leading requirements gathering sessions.
  • Advanced skillset in Excel and spreadsheet software.
  • Expert level communication skills, including writing, listening, and speaking.
  • Experience implementing a complex software solution within a defined project timeline.

Responsibilities

  • Consult throughout the full software implementation lifecycle from requirements gathering to go-live.
  • Lead client discovery and review sessions.
  • Perform configuration and development of CaptivateIQ solutions, including Data Workbooks, Transformation Workbooks, and Plan structures.
  • Support clients through the testing process.
  • Document requirements using a BRD template.
  • Develop technical solutions for highly complex problems.
  • Manage scope to avoid creep and maintain project timelines.
  • Provide expert advice and corrective feedback on team member deliverables.
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