Customer Success Manager

🕒 2 days ago

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Sidetrade

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2002

🤖 Artificial Intelligence

💸 Finance

💳 Fintech

💰 Post-IPO Equity on 2013-12

Artificial Intelligence • Finance • Fintech

Sidetrade is a leader in AI-powered financial operations, providing solutions that enhance the order-to-cash cycle for businesses. Their platform, powered by the AI assistant Aimie, helps enterprises across various industries to boost cash flow, optimize working capital, and transform financial operations. With Aimie, Sidetrade leverages the world's largest order-to-cash data lake, handling millions of buyers and billions of invoices, providing unparalleled insights and business outcomes. Recognized by leading industry analysts, Sidetrade offers comprehensive tools for cash application, collections and dispute management, credit risk management, and more, crucial for financial transformation and revenue growth.

📋 Description

• 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