Customer Success Manager

🕒 vor 5 Tagen

🇺🇸 Vereinigte Staaten – Remote

⏰ Vollzeit

🟠 Senior

🔴 Experte

🏆 Customer Success

🗣️🇺🇸🇬🇧 Englisch erforderlich

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Logo of Sidetrade

Sidetrade

201 - 500 Mitarbeiter

Gegründet 2002

🤖 Künstliche Intelligenz

💸 Finanzen

💳 Fintech

💰 Post-IPO Equity im 2013-12

Artificial Intelligence • Finance • Fintech

Sidetrade ist führend in KI-gestützten Finanzoperationen und bietet Lösungen, die den Order-to-Cash-Zyklus für Unternehmen verbessern. Ihre Plattform, unterstützt durch die KI-Assistentin Aimie, hilft Unternehmen aus verschiedenen Branchen, den Cashflow zu steigern, das Umlaufvermögen zu optimieren und finanzielle Abläufe zu transformieren. Mit Aimie nutzt Sidetrade den weltweit größten Order-to-Cash-Datenpool, der Millionen von Käufern und Milliarden von Rechnungen verwaltet, wodurch unübertroffene Einblicke und Geschäftsergebnisse erzielt werden. Anerkannt von führenden Branchenanalysten bietet Sidetrade umfassende Tools für die Anwendung von Bargeld, Forderungs- und Streitfallmanagement, Kreditrisikomanagement und mehr, die entscheidend für die finanzielle Transformation und das Umsatzwachstum sind.

Beschreibung

• 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

🎯 Anforderungen

• 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

🏖️ Vorteile

• 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

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