Customer Success Manager

Role Overview

Act as a trusted advisor to enterprise finance leaders, owning executive relationships and ensuring Sidetrade’s AI solutions deliver measurable business value.

What You Will Do

Own a portfolio of large, complex enterprise customers, engaging at CFO, Finance Director, Shared Services and Transformation Lead level, and lead value-based success plans.

Why It Might Be a Fit

7+ years of experience in a consulting, advisory, or transformation role within Order‐to‐Cash, Working Capital, or Finance Transformation, and a strong understanding of O2C processes and working capital levers.

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

Benefits

• Medical coverage
• Life insurance
• 401k matching
• Competitive paid holidays plus public holidays
• Competitive salary
• Equal opportunities
• Learning & mentorship programs
• Advancement support

Tagged as: Data Analysis