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Sidetrade

Customer Success Manager

RemoteUnited States only
Published
Role
Sales
Experience
Senior
Employment
Full-time
Salary not disclosed
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Open to US only. Set where you work from to check your eligibility.

No BS summary

Customer Success Manager with 7+ years of consulting, advisory, or transformation experience in Order-to-Cash, Working Capital, or Finance Transformation. Must own enterprise accounts and drive renewals/expansion, anchored in O2C knowledge and AI/analytics. US-based, full remote.

What you'll do

  • 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 they require

  • 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 stadium stakeholders
  • Business & consulting skills, including strong business acumen and the ability to connect technology to financial outcomes
  • Executive-level communication and storytelling skills (written, verbal, presentation)
  • Comfortable operating as a trusted advisor, challenging customers when needed
  • Experience managing multiple initiatives simultaneously in a fast-paced environment
  • Strong interest in AI, analytics and automation applied to finance processes
  • Ability to explain AI concepts (predictive scoring, prioritization, automation) in business terms, not compressed technical jargon
  • Experience working with SaaS, data-driven or AI-toانable platforms is preferred
  • Bachelor’s or Master’s degree in Finance, Business, Economics or a 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 (note: likely 401k) and other included)
  • Time off – competitive paid holidays plus public holidays
  • Career growth & compensation – competitive salary, equal opportunities, learning mentorship programs, and advancement support

AI company listed on Euronext Growth, provides Order-to-Cash Intelligence platform, Gartner Magic Quadrant Leader since 2022, 38 nationalities, customer-first mindset.

Fintech
Salary not disclosed