Senior CX Finance & Commercial Operations Leader

IFS

Minnesota

Hybrid

USD 133,000 - 150,000

Full time

14 days+
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Benefits offered by this job

Flexible paid time off
401K with company contribution
Tuition assistance
Life insurance and disability benefits
Community involvement and volunteering

Job summary

IFS is seeking a Senior Manager, CX Controller & Commercial Operations to own financial governance for the CX engagement portfolio and to drive the broader operational rhythm for the Client Experience organization. This role delves into SOWs, milestones, billing, revenue recognition, and project margins, defending or challenging project financials line by line.

The candidate partners with SVP Client Experience, CX Delivery leadership, and Finance/FP&A to ensure engagements are commercially sound

Qualifications

  • Advanced proficiency with Excel for complex models and analysis.
  • Experience with CRM systems and BI/analytics platforms.
  • Familiarity with AI-driven analysis tools and data-driven decision making.
  • Strong financial analysis skills and ability to read and assess SOWs.
  • Bachelor’s degree in Finance, Accounting, or Business; professional certifications are a plus.

Responsibilities

  • Review Statements of Work (SOWs) prior to execution for commercial soundness — fee structure, milestone definitions, payment terms, T&M caps, change order provisions, and termination clauses
  • Own project-level financial governance across the CX Services portfolio: milestone billing schedules, unbilled AR/WIP tracking, and reconciliation of actuals against contracted scope
  • Partner with Finance/FP&A/Revenue Accounting on revenue recognition treatment for consulting engagements (percentage-of-completion vs. milestone-based), flagging judgment calls early
  • Conduct project-level P&L reviews — margin variance by engagement, utilization and realization rates, and root-cause analysis on underperforming projects
  • Maintain the monthly financial close process for Consulting Delivery, ensuring numbers are audit-ready and defensible
  • Act as the commercial reviewer for non-standard SOW terms, escalating material risk before signature
  • Track change orders and scope amendments against original contract baselines
  • Provide commercial input into pricing and deal structuring for complex or at-risk engagements
  • Support pipeline-to-future-revenue forecasting, tracking, and management in close partnership with CX and Sales regional leadership
  • Own the CX contribution to GRR/NRR performance: renewal risk forecasting with a two-quarter outlook and red-account governance
  • Run relevant elements of the CX operating rhythm (monthly/quarterly business reviews) with a commercial and financial lens
  • Maintain CRM and Customer Success data integrity in partnership with Sales and RevOps
  • Support AI tool rollout across delivery and Support functions where it drives measurable cost-to-serve reduction
  • Maintain health scoring and playbook adherence as leading indicators of renewal and expansion risk
  • Contribute to the QBR and escalation framework with a financial/commercial lens

Skills

Excel
CRM systems
BI tools
AI analytics
Financial analysis

Education

Bachelor's in Finance/Accounting/Business
CPA/CMA/MBA a plus

Job description

IFS is seeking a Senior Manager, CX Controller & Commercial Operations to own financial governance for the CX engagement portfolio and to drive the broader operational rhythm for the Client Experience organization. This role delves into SOWs, milestones, billing, revenue recognition, and project margins, defending or challenging project financials line by line.

The candidate partners with SVP Client Experience, CX Delivery leadership, and Finance/FP&A to ensure engagements are commercially sound

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