Director, Customer Financial Operations

XiFin, Inc.; San Diego (CA); On-site; USD 135,000 - 170,000; Full time

Benefits offered by this job

Health benefits

401(k) plan

HSA with company contributions

Wellness incentives

Tuition assistance

Flexible time off

Company events

Job summary

XiFin, Inc. is hiring a strategic Senior Director/Director of Customer Financial Operations to lead billing, collections, deal desk, and revenue operations for enterprise customers. You will partner with sales, finance, and operations to improve cash flow, pricing governance, and customer experience across the revenue lifecycle.

The role requires executive stakeholder influence, data-driven decision making, and a track record of delivering measurable outcomes in a healthcare SaaS environment.

Qualifications

• Bachelor's degree in finance, accounting, business admin or related field; MBA preferred.
• 7+ years in financial operations and billing; 3+ years in a leadership role.
• Strong spreadsheet modeling; able to explain complex billing terms to stakeholders.
• Experience with CRM and billing/collections software; Salesforce and NetSuite a plus.

Responsibilities

• Drive customer relationship management with senior client executives.
• Lead revenue cycle optimization including billing, invoicing, and collections.
• Track KPIs and produce data-driven reports for senior leadership.
• Build and mentor billing/collections teams and foster high performance.

Skills

Strategic leadership

Revenue operations

Billing management

Deal desk

CRM analytics

Cross-functional collaboration

Data-driven decision making

Education

Bachelor's degree in finance/accounting/business

MBA or advanced degree preferred

Tools

Salesforce

NetSuite

Job description

Are you interested in harnessing technology and AI to transform healthcare? At XiFin, we believe a healthier, more efficient healthcare system starts with strong financial and operational foundations. Our innovative technologies help diagnostic providers, laboratories, and healthcare systems manage complexity, drive better outcomes, and stay focused on what matters most: patient care.

We’re on a mission to simplify the business side of healthcare—and we know that mission takes people from all backgrounds and experiences. Whether you’re early in your career or bringing years of expertise, we welcome your perspective, your curiosity, and your passion. We value individuals who ask questions, challenge the status quo, and want to grow while making a real difference.

About The Role

XiFin is seeking a strategic and results-oriented Director or Sr. Director, Customer Financial Operations to lead and evolve the functions that drive revenue performance and customer financial health across our enterprise customer portfolio. Reporting at a leadership level, this role serves as a critical bridge between customers, sales, finance, and operations to ensure scalable, efficient, and customer-centric revenue processes. The Director will oversee billing, collections, deal desk, and revenue operations activities while partnering with some of the largest healthcare and SaaS organizations in the industry. Beyond operational execution, this leader will identify opportunities to improve cash flow, accelerate revenue realization, strengthen pricing and contract governance, and enhance the overall customer experience throughout the revenue lifecycle. Success in this role requires a blend of commercial acumen, customer relationship management and analytical expertise. The ideal candidate is a collaborative leader who can influence executive stakeholders, leverage data to drive decisions, and deliver measurable business outcomes in a complex and evolving environment.

How you will make an impact:

Customer Relationship Management

• Build and maintain strong relationships with key stakeholders to ensure customer satisfaction and retention.
• Serve as the primary point of contact for client executives regarding financial issues.
• Address and resolve escalated billing and collections inquiries balancing financial outcomes and customer experience.

Revenue Cycle Optimization

• Develop and implement strategies to optimize the billing and collections processes, ensuring timely and accurate invoicing and payment collection.
• Collaborate with the finance and accounting teams to ensure accurate revenue recognition and reporting.

Reporting and Analysis

• Track operational metrics, evaluate deal trends, and report key performance indicators (KPIs) to senior leadership.
• Analyze data to identify trends, issues, and opportunities for improvement.
• Develop and implement action plans based on data-driven insights.

Leadership

• Lead, mentor, and manage the billing and collections teams, fostering a high-performance culture including hiring, training, and professional development.
• Develop and implement training programs to enhance team skills and efficiency.

Skills and experience you have:

You don’t need to check every box. We will consider a combination of education and experience, including:

• Bachelor’s degree in finance, accounting, business administration, or a related field; MBA or advanced degree preferred.
• 7+ years in financial operations, billing management, or deal management, including 3+ years in a leadership role.
• Advance spreadsheet modeling, experience with complex multiple element contracts, and exceptional problem-solving skills to explain complex billing terms to clients and stakeholders.
• Experience with CRM and billing and collections software and systems; proficiency in Salesforce and NetSuite is a plus.

Why XiFin?

We’re more than just a healthcare technology company—we’re a team that cares about people.

Here’s a glimpse at what we offer:

• Comprehensive health benefits including medical, dental, vision, and telehealth
• 401(k) with company match and personalized financial coaching to support your financial future
• Health Savings Account (HSA) with company contributions
• Wellness incentives that reward your preventative healthcare activities
• Tuition assistance to support your education and growth
• Flexible time off and company-paid holidays
• Social and fun events to build community at our locations!

Pay Transparency

At XiFin, we believe in pay transparency and fairness. The expected annual salary range for this role is: $135,000 - $170,000, plus applicable bonus. Final compensation will be determined during the selection process and may vary based on experience, skills, and geographic location.

Accessibility & Accommodations

We’re committed to providing an inclusive and accessible experience for all applicants. If you need a reasonable accommodation during the application process, please contact us at 858-436-2901.

Equal Opportunity Employer

XiFin is proud to be an equal opportunity employer. We value diverse voices and do not discriminate on the basis of race, color, religion, national origin, gender, gender identity, sexual orientation, disability, age, veteran status or any other basis protected by law.