Senior Manager, CX Controller & Commercial Operations

Ifs1; United States; Hybrid; USD 133,000 - 150,000; Full time

Benefits offered by this job

Medical, dental, & vision insurance

401K with Company contribution

Flexible spending accounts

Life insurance and disability benefits

Tuition assistance

Flexible paid time off

Job summary

IFS Copperleaf seeks a Senior Manager, CX Controller & Commercial Operations to own financial governance for the CX engagement portfolio and drive the broader operating rhythm for Client Experience. You’ll dive into SOWs, milestones, billing, revenue recognition, and project margins, defending numbers line by line.

You’ll collaborate with the SVP of Client Experience, CX Delivery leadership, and Finance/FP&A to ensure engagements are commercially sound from signature through delivery.

Qualifications

• 8+ years in professional services finance, project controllership, or consulting operations.
• Strong knowledge of revenue recognition standards applied to services engagements.
• Hands-on ability to read SOWs and contract terms; not delegated.
• Experience owning project-level P&L, milestone billing, and margin analysis.
• Comfortable defending numbers to Finance, FP&A, and SLT.
• Advanced Excel, CRM, BI/analytics, and AI-driven analysis tools.

Responsibilities

• Consulting Financial Controllership: review SOWs for commercial soundness; manage milestone billing and unbilled AR/WIP.
• Commercial Contract & Deal Support: review non-standard terms and track change orders vs baselines.
• Revenue & Margin Governance: contribute to GRR/NRR and run CX operating rhythm with financial lens.
• CX Commercial Operations: support AI tool rollout and renewals risk indicators.
• Contribute to forecasting, pipeline management, and data integrity with Sales/RevOps.

Skills

Professional services finance

Revenue recognition (ASC 606/IFRS 15)

SOW review & contract terms

Project-level P&L management

Financial analysis

CRM systems & BI/analytics tools

Excel (advanced)

Education

Bachelor's degree in Finance/Accounting/Business

CPA/CMA/MBA preferred

Tools

Excel (advanced)

CRM systems

BI/Analytics platforms

AI-driven analysis tools

Job description

IFS Copperleaf 's software helps some of the world's largest firms make better strategic decisions. We have a track record of delivering award-winning, industry-changing solutions that enable our clients to build more resilient and sustainable infrastructure.

The Senior Manager, CX Controller & Commercial Operations owns the financial and commercial integrity of the CX engagement portfolio, while running the broader operational rhythm for the Client Experience organization. This role goes deep into the numbers - SOWs, milestones, billing, revenue recognition, and project margins - and is the person in the room who can defend or challenge a project's financials line by line.

The Senior Manager partners closely with the SVP, Client Experience, CX Delivery leadership, and Finance/FP&A to ensure every engagement is commercially sound at signature and financially disciplined through delivery.

Key Responsibilities

Consulting Financial Controllership

• 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

Commercial Contract & Deal Support

• Act as the commercial reviewer for non-standard SOW terms, escalating material risk (uncapped exposure, ambiguous scope, unfavorable payment terms) 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

Revenue & Margin Governance

• 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

CX Commercial Operations (secondary remit)

• 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

Qualifications

• 8+ years in professional services finance, project controllership, or consulting operations, ideally within enterprise software or SaaS
• Strong working knowledge of revenue recognition standards (ASC 606/IFRS 15) as applied to services engagements
• Demonstrated ability to read and assess SOWs and commercial contract terms - this is a hands-on requirement, not a delegated one
• Track record owning project-level P&L, milestone billing, and margin analysis at the engagement level
• Comfortable defending numbers to Finance, FP&A, and SLT
• Advanced proficiency with Excel (complex models, pivot tables, financial analysis), CRM systems, BI/analytics platforms, and AI-driven analysis tools
• Bachelor's degree in Finance, Accounting, or Business required; CPA, CMA, or MBA a plus

What We’re Offering

• Salary Range: $133,000 to $150,000 annually + bonus
• Flexible paid time off, including sick and holiday
• Medical, dental, & vision insurance
• 401K with Company contribution
• Flexible spending accounts
• Life insurance and disability benefits
• Tuition assistance
• Community involvement and volunteering events

M/F/Disabled/Vet VEVRAA Federal Contractor. We are a Drug-Free Workplace.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. VEVRAA Federal Contractor, Equal Opportunity Employer

We embrace flexibility and hybrid work opportunities to support diverse needs and lifestyles, while also valuing inclusive workplace experiences. By fostering a sense of community, we drive innovation, strengthen connections, and nurture belonging. Our commitment ensures you can work in a way that suits you best, while also engaging with colleagues to share ideas and build meaningful relationships.

All qualified applicants will receive consideration for employment without regard t