AVP, Customer Success

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Sidetrade

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

• Use your Customer Success and leadership skills and good Order-to-Cash knowledge to manage and grow the Customer Success Team in charge of North America. • Be the main point of contact between the company and a set of named enterprise accounts • Leverage your Customer Success and Order-to-Cash experience to provide insights to customers and ensure that they get the most out of the Sidetrade solution(s) they use • Understand each customer’s outcomes by communicating with key stakeholders, analyze customer health metrics, provide insights that will lead to success • Understand and support the customers’ Order-to-Cash KPIs, strategic objectives and Credit Management landscape • Be the voice of the customer when dealing with the other Sidetrade Departments (Product Management, Professional Services, Sales, Finance and Support) • Gauge customers' levels of engagement with the company and provide feedback to the other teams regarding product and service improvements • Lead, mentor, and develop a team of Customer Success Managers (CSMs) to ensure they meet performance goals and deliver high-quality support to customers • Identify upsell and cross- sell opportunities and collaborate closely with the Sales team to support renewals and expansion opportunities

🎯 Requirements

• Experience as a Customer Success leader in SaaS Company, in the O2C / Fintech, or leadership experience in a consulting, advisory, or transformation role within Order‑to‑Cash, Working Capital, or Finance Transformation • Demonstrated success in managing complex customer relationships and driving customer satisfaction, retention, and growth • Strong leadership and team management skills, with the ability to motivate and inspire a team • Strong client facing skills • Strong problem-solving skills and the ability to handle challenging customer situations • Passion for understanding customer needs and delivering an exceptional customer experience • Ability to see the big picture and develop long-term strategies for customer success • Track record of delivering measurable outcomes and achieving key business objectives • Excellent team player with a natural ability to work across departments and influence stakeholders • Excellent verbal and written communication and presentation skills • Success working in a fast-paced environment with a rapidly growing company • Bachelor's or Master's degree in Finance, Business Administration, Economics or relevant field • Open to some travel to meet with customers

🏖️ Benefits

• Full remote • Health & wellness – medical coverage, life insurance, 401k 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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