7+ years of experience in Credit/Risk/Collections management at large companies
Experience managing a portfolio of enterprise clients
Strong client-facing skills for effective engagement
Excellent time management and organizational abilities
Outstanding presentation and communication skills
Familiarity with Receivables Management technology
Bachelor's or Master's degree in Finance, Business Administration, Economics or similar fields
Willingness to travel for client meetings
Responsibilities
Serve as the primary liaison for a designated set of enterprise accounts
Deliver insights to enhance client utilization of Sidetrade solutions
Act as the customer advocate within the company’s internal teams
Assess customer engagement and relay feedback to improve products and services
Unearth upsell and cross-sell opportunities in partnership with the Sales team
Monitor customer health and conduct satisfaction surveys
Facilitate Customer Innovation Workshops to understand client outcomes
Benefits
Dynamic and collaborative workplace culture
Focus on customer-centered innovation
Career growth opportunities with high earning potential
Inclusive and diverse environment with over 22 nationalities
Recognition as a leader in the SaaS market by reputable entities like Gartner
Full Job Description
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.
Requirements
What 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!
Agencies
We only accept applications from invited agencies via our Workable portal. Unsolicited CVs sent to managers or HR won't be subject to fees.
