As a Customer Success Manager, you will act as a trusted advisor to enterprise finance leaders, owning executive relationships and ensuring Sidetrade's AI solutions deliver measurable business value-from cash acceleration to process optimization-driving renewals, expansion, and long-term partnership.
RequirementsWhat you'll be doing:
- Own a portfolio of large, complex enterprise customers, engaging at CFO, Finance Director, Shared Services and Transformation Lead level
- Act as a strategic O2C and Working Capital advisor, leveraging prior consulting experience to guide customers through business change
- Translate AI-driven insights, predictive analytics and automation into clear financial and operational impact (DSO, cash-in, productivity, risk)
- Lead value-based success plans, defining ROI, KPIs and success metrics aligned to customer business objectives
- Facilitate executive business reviews, customer innovation workshops and value realization sessions
- Partner closely with Sales on renewals, upsell and expansion, contributing a strong commercial and value-led narrative
- Serve as the voice of the customer, influencing Product and AI roadmap discussions based on enterprise use cases
- Proactively identify adoption risks and growth opportunities using customer health data and AI insights
What you'll bring:
- 7+ years of experience in a consulting, advisory, or transformation role within Order-to-Cash, Working Capital, or Finance Transformation
- Proven experience working with enterprise clients in complex, multi-stakeholder environments
- Strong understanding of O2C processes (Credit, Collections, Cash Application, Dispute Management) and working capital levers
- Demonstrated ability to quantify business value and ROI for senior finance stakeholders
- Business & consulting skills
- Strong business acumen with the ability to connect technology to financial outcomes
- Executive-level communication and storytelling skills (written, verbal, and presentation)
- Comfortable operating as a trusted advisor, challenging customers when needed
- Experience managing multiple initiatives simultaneously in a fast-paced environment
- Technology & AI mindset
- Strong interest in AI, analytics and automation applied to finance processes
- Ability to explain AI concepts (predictive scoring, prioritization, automation) in business terms, not technical jargon
- Experience working with SaaS, data-driven or AI-enabled platforms preferred
- Bachelor's or Master's degree in Finance, Business, Economics or related field
- Willingness to travel occasionally to customer sites
Benefits- Full remote - work from home
- Health & wellness - medical coverage, life insurance, 410k matching and other wellness programs
- Time off - competitive paid holidays plus public holidays
- Career growth & compensation - competitive salary, equal opportunities, learning & mentorship programs, and advancement support
Because when you thrive, we all succeed!
AgenciesWe only accept applications from invited agencies via our Workable portal. Unsolicited CVs sent to managers or HR won't be subject to fees.
