Customer Success Manager

Sidetrade Group; United States; On-site; USD 110,000 - 180,000; Full time

Benefits offered by this job

Health & wellness

Time off

Career growth & compensation

Job summary

Sidetrade is seeking a Customer Success Manager to own executive relationships with enterprise finance leaders, ensuring our AI solutions deliver measurable value—from cash acceleration to process optimization.

You will drive renewals and expansion, lead value-based success plans with defined ROI and KPIs, run executive reviews, and collaborate with Sales on renewals while advocating for the customer.

Qualifications

• 7+ years 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

Responsibilities

• 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.

Skills

Consulting experience

Advisory role

Transformation

O2C processes

Finance transformation

Executive communication

Storytelling

SaaS AI mindset

Enterprise clients

Multi-stakeholder management

Education

Bachelor’s or Master’s degree in Finance, Business, Economics or related field

Tools

SaaS platforms

AI-enabled platforms

Job description

As a Customer Success Manager, 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.

AboutSidetrade:

Sidetrade is an AI company, listed on Euronext Growth, on a mission to revolutionize the way enterprises unlock value from their customersleveragingits Order-to-Cash Intelligence platform and its Data Lake.

We’reproud of our 38 nationalities and these diverse perspectives drive our innovation, one team culture and a customer-first mindset.Sidetrade is positioned as a Gartner® Magic Quadrant™ Leader since 2022.

We value passion over perfection. So, if you’reeager to learn and bring great energy, we want to hear from you. Be you. Grow with us.

Curious aboutSidetrade? Catch theSidetradeInside Out podcast.

Whatyou’llbe doing:

• 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

Whatyou’llbring:

• 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

• Full remote - work from home
• Health & wellness – medical coverage, life insurance, 410k matching and otherwellness programs
• Time off –competitivepaid holidays plus public holidays
• Career growth & compensation –competitive salary, equal opportunities,learning & mentorship programs, andadvancement support

Because when you thrive, we all succeed!

We’recommitted to providing a welcoming and inclusive experience for every candidate.

Ifyou need anyaccommodationduring the hiring process, just let us know.

Agencies

We only accept applications from invited agencies via our Workable portal. Unsolicited CVs sent to managers or HRwon’tbe subject to fees.