Transformation Consultant

Xactly Corporation
San Jose, CA
30+ days ago

Job Description

Job Title: Transformation Consultant

Location: Field-US

Function: Transformation & Innovation

Position Type: Full Time

Position Level: Experienced

Xactly Corporation was founded to solve an important challenge: how to help people everywhere connect and unleash their human potential. Xactly delivers a first-of-its-kind, end-to-end platform for Revenue Operations (RevOps). Xactly pairs rich empirical data and purpose-built AI capabilities in one platform to advance the quality and scope of data-driven decision making through the revenue lifecycle. Xactly empowers growing enterprises to effectively manage their revenue generation. Xactly’s Intelligent Revenue platform carries organizations through the full Revenue lifecycle by focusing on planning, territory and quota, incentives, and pipeline management and forecasting from initial strategy development through execution and prioritization of all aspects of revenue optimization. Harnessing the power of AI, Xactly’s scalable, cloud-based platform combines great software with the industry’s most comprehensive 16-year data set to give customers the trusted insights they need to improve sales performance and grow revenue.


As a Transformation Consultant at Xactly Corporation, you’ll be responsible for partnering with our GTM resources in helping clients determine the best strategic approach in pursuing their revenue transformation initiatives through the Xactly Transform offering. This role will be focused on working closely with our sales organization to facilitate discovery, analysis and provide solution-based recommendations related to how organizations should adopt Xactly’s Intelligent Revenue platform utilizing best practices and our domain expertise. This is a great opportunity for a creative and motivated individual to help define and drive this capability and service. You will also be responsible for facilitating enablement across the cross-functional teams at Xactly to further enrich the knowledge of our Go To Market resources.

Specific job duties and responsibilities include:

  • Lead Strategy and Capability Mapping discovery workshops with clients to identify the clients strategic priorities and initiatives as well as gain a deep understanding of the current state of an organization across their stakeholders, processes and technology that’s being used.

  • Facilitate the analysis of the information gathered through discovery to perform Fit-Gap Analysis and Value Mapping exercises.

  • Present and deliver strategic recommendations related to solution design, solution deployment roadmaps as well as the business case associated with our recommendations.

  • Work closely with Sales to determine the strategy on active opportunities and strategic accounts and how to best utilize and engage with Xactly Transform.

  • Conduct quantitative analysis, ROI modeling, and benchmarking.

  • Develop and deliver compelling business case presentations and value assessment workshops to senior business audiences.

  • Collaborate within the Xactly Transformation & Innovation team on the continued evolution of customer value management tools, processes, and collateral.

At Xactly, we believe everyone has a unique story to tell, and these small differences between us have a big impact. When bright, diverse minds come together, we’re challenged to think different ways, generate creative ideas, be more innovative, and take on new perspectives. Our customers come from different cultures and walks of life all around the world, and we believe our teams should reflect that to build strong and lasting relationships.


Xactly Transformation & Innovation team is a diverse team of revenue intelligence experts who deliver strategic advisory services to enterprise organizations through our market-leading offering, Xactly Transform. We are consultants, strategists, builders, and innovators charged with helping organizations future-proof their revenue operations and unlock long-term value from Xactly Solutions. We accelerate digital modernization by creating a strategy, building the business case for these initiatives, creating an execution roadmap, and assessing business value realization after solutions are deployed. You’ll manage the value realization component of Xactly Transform, support the entire value management lifecycle at Xactly, and play a critical role in growing and retaining our most strategic accounts.


  • 3-5 years experience as a Solutions Consultant or another relevant role.

  • Ability to establish and maintain strong relationships and to influence others and move toward a common vision or goal.

  • Effectively able to deliver projects on-time, on-budget within the scope that meets or exceeds stakeholder expectations.

  • Demonstrated experience in project management of extensive multi-phase projects.

  • Impeccable organizational skills.

  • Strong working knowledge of business management best practices.

  • Aptitude for analytical and creative thinking.

  • Proficiency in Microsoft Office (Excel, PowerPoint, and Word).

  • Major strategy consulting firm experience is considered an asset.

  • Bachelor's degree or equivalent experience preferred


  • Get your bearings of Xactly and begin to build a strong foundation of knowledge in Xactly’s Intelligent Revenue platform, upon which to grow

  • Build relationships with internal business partners including Sales, Global Sales Productivity and Solutions Consulting.

  • Gain a strong understanding of Revenue Intelligence and Performance space and the business challenges Xactly solves.


  • Support Xactly Transform engagements with prospects and customers in partnership with account teams.

  • Leverage your initial Xactly experiences to identify and prioritize enhancements to the enablement curriculum through development of content through to training.

  • Have a strong understanding of the business, and begin teaching us a thing or two we don’t know


  • Lead the charge on Xactly Transform engagements with strategic customers in partnership with cross-functional teams.

  • Generate and share insights into solution design and value assessment efforts as part of Xactly Transform with the broader GTM team.

  • Facilitate enablement and training in Transformation & Innovation offerings to various GTM teams.


  • Provide thought leadership and training for the broader GTM team to improve the effectiveness of our value management efforts across the entire customer journey.

  • Be seen as a well-versed, trusted business advisor and expert, making a significant positive impact company-wide.

  • Identify further personal education opportunities to increase your business and instructional acumen.

Is this role not an exact fit for you? Keep an eye on our Careers Page for other positions!

Pay range: $94,000 + bonus

Final pay determinations, salary ranges and pay increases are established by the employer. The ranges are an estimate based on potential employee qualifications, operational needs, and other considerations permitted by law. They are based upon a combination of local industry benchmarks, budget, experience, and internal comparisons. Salary ranges allow for growth opportunities as the employee develops new skills, and/or hones current skills.


  • Flexible Time Off (FTO)

  • Comprehensive Insurance Coverage (including pet insurance!)

  • Tuition Reimbursement

  • XactlyFit Gym/Fitness Program Reimbursement

  • Kitchen Stocked Daily with Tasty Snacks, Fruit, and Drinks

  • Access to Corporate Discounts

  • Up to (3) Days Paid Leave to Participate in Community & Volunteer Opportunities

  • End of Month Surprises, Contests, BBQs, Parties & Reward Vacations

  • 401(k) Retirement Savings Plan & Employer Match

  • Periodic Massages

  • Generous Employee Referral Program

  • Relocation Assistance through Preferred Partner

  • Full access to Grokker, our health engagement and employee wellbeing platform


Xactly is a leading provider of enterprise-class, cloud-based, incentive compensation solutions for employee and sales performance management. We achieve this by following our vision: Unleashing human potential to maximize company performance. We address a critical business need: to incentivize employees and align their behaviors with company goals. Our solutions allow organizations to make better strategic decisions, optimize behaviors, increase sales and employee performance, improve margins, increase operational efficiencies, mitigate risk, design better incentive compensation plans, and reduce error rates in incentive compensation calculations. Our core values of Customer Focus | Accountability | Respect | Excellence are key to our success, and each day we’re committed to upholding them by delivering the best we can to our customers.

We were the first 100% cloud-based, multi-tenant provider focusing solely on the incentive compensation and employee and sales performance management market, and we achieved our leadership position through domain expertise and innovative technology. We deliver our solutions through a Software-as-a-Service (SaaS) business model.

Xactly is proud to be an Equal Opportunity Employer. Xactly provides equal employment opportunities to all employees and applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, pregnancy, sexual orientation, or any other characteristic protected by law. This means we believe in celebrating diversity and creating an inclusive workplace environment, where everyone feels valued, heard, and has a sense of belonging. By doing this, everyone in the Xactly family has the power to make a difference and unleash their full potential.

We do not accept resumes from agencies, headhunters, or other suppliers who have not signed a formal agreement with us.


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