Customer Success Manager

Sidetrade

Customer Success Manager advising enterprise finance leaders on Sidetrade’s AI solutions. Owns executive relationships and drives measurable business value with a customer-first mindset.

Posted 4/15/2026full-timeRemote • 🇺🇸 United StatesSeniorLeadWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Order-to-CashWorking CapitalFinance TransformationCredit ManagementCollectionsCash ApplicationDispute ManagementROI quantificationPredictive analyticsAutomation

Soft Skills

Executive-level communicationStorytellingBusiness acumenTrusted advisorChallenging customersMulti-initiative managementConsulting skillsCustomer engagementFacilitationStrategic advising

Certifications

Bachelor’s degree in FinanceBachelor’s degree in BusinessBachelor’s degree in EconomicsMaster’s degree in FinanceMaster’s degree in BusinessMaster’s degree in Economics