Customer Success Manager

About the role

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

• 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

Qualifications

• 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