IFS · 2 months ago
CX Operations Analyst | IFS Copperleaf - 1 Year Contract
Houston, TX, USA
Full-time, Contract
Hybrid
Mid Level
$80K/yr - $95K/yr
3+ years expIFS is a billion-dollar revenue company specializing in enterprise software solutions powered by AI technology. The CX Operations Analyst will support the Customer Experience organization through financial tracking, KPI monitoring, and data-driven insights to improve efficiency and customer outcomes.
Artificial Intelligence (AI)Asset ManagementEnterprise Resource Planning (ERP)Enterprise SoftwareInformation TechnologySoftware
Responsibilities
Develop, maintain, and improve dashboards to monitor CX KPIs — including customer retention, adoption, satisfaction, and project profitability
Consolidate and validate data from multiple systems to ensure accuracy and consistency
Prepare recurring performance reports and ad hoc analyses to support management reviews and business decisions
Support process improvements that simplify and standardize CX reporting and analytics
Ensure data integrity across financial and operational systems (e.g., IFS Cloud, Salesforce, NetSuite, Power BI)
Collaborate with IT and operations teams to automate reporting workflows and enhance visibility into customer and project performance
Partner with Customer Success, Delivery, Product, and Finance teams to align operational metrics with business objectives
Provide analytical support during CX performance reviews, forecasting cycles, and business planning sessions
Contribute to special projects focused on improving customer experience performance and efficiency
Partner with the CX Finance Business Partner to support CX financial performance tracking, including revenue, cost, and margin trends
Assist in monthly and quarterly reporting, providing data consolidation and analysis to support budgeting, forecasting, and performance reviews
Assist in conducting variance analysis to identify key drivers behind deviations from budget and forecast
Prepare data-driven summaries and insights to support profitability and efficiency discussions
Qualification
Required
Bachelor's degree in Business Administration, Finance, Economics, Data Analytics, or a related field
3–5 years of experience in financial or operational analysis, ideally within software, SaaS, or professional services
Strong analytical and problem-solving skills, with proficiency in Excel and Power BI (or similar BI/reporting tools)
Familiarity with financial systems (e.g., NetSuite) and CRM/project tools (e.g., Salesforce, Mavenlink)
High attention to detail and data accuracy; ability to manage multiple priorities effectively
Excellent communication skills, with the ability to translate complex data into clear insights
Company
IFS
IFS develops and delivers enterprise software solutions such as ERP, EAM, Service Management and Industrial AI It is a sub-organization of IFS.
5001-10000 employees
H1B Sponsorship
IFS has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2023 (5)
2022 (1)
2021 (1)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
$3.42BKey Investors
HgTA Associates
2025-04-09Secondary Market
2022-03-30Secondary Market
2020-07-14Secondary Market· $3.42B
Leadership Team
Mark Moffat
Chief Executive Officer
Matthias Heiden
Chief Financial Officer
Recent News
2026-01-08
2026-01-07
Company data provided by crunchbase