Customer Success Manager
Sidetrade
full-time
Posted on:
Location Type: Remote
Location: United States
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About the role
- 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
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
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