Customer Success Manager

Reposted 5 Days Ago
Hiring Remotely in United States
Remote
Expert/Leader
Artificial Intelligence • Fintech • Information Technology • Machine Learning • Financial Services
The Role
The Customer Success Manager will engage with enterprise finance leaders, driving value from AI solutions and managing customer success initiatives to enhance renewals and partnerships.
Summary Generated by Built In

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.

About Sidetrade:

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

We’re proud 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’re eager to learn and bring great energy, we want to hear from you. Be you. Grow with us. 

Curious about Sidetrade? Catch the Sidetrade Inside Out podcast


Requirements

What you’ll be 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

What you’ll bring:

  • 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

Because when you thrive, we all succeed! 

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

If you need any accommodation during 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 HR won’t be subject to fees. 

Skills Required

  • 7+ years of experience in consulting, advisory, or transformation role in Order-to-Cash or Finance Transformation
  • Proven experience working with enterprise clients in complex environments
  • Strong understanding of O2C processes and working capital levers
  • Ability to quantify business value and ROI for senior finance stakeholders
  • Strong business acumen connecting technology to financial outcomes
  • Executive-level communication and storytelling skills
  • Strong interest in AI, analytics, and automation in finance processes
  • Bachelor's or Master's degree in Finance, Business, or related field
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The Company
HQ: Houston, TX
329 Employees
Year Founded: 2000

What We Do

Sidetrade is a fast-growing international SaaS company with a solid 21-year track record. It is listed on Euronext Growth. Sidetrade simplifies the way businesses accelerate order-to-cash. Its next-generation AI self-learning technology, called Aimie, helps businesses unlock customer value. Fuelled by an unrivalled database consisting of millions of worldwide B2B customer payment experiences, Aimie automatically provides customer predictive analytics. She delivers actionable insights that enable teams to make data-driven decisions they can trust. Aimie also provides automation to get better results than purely manual or ERP-driven solutions. Sidetrade’s unique approach to AI unlocks the ability of any organization to leverage intelligent automation and sophisticated machine learning algorithms that maximise business value: • gain control and visibility of the order-to-cash process • secure and grow sales by reducing churn, and increasing upsell and cross-sell • accelerate cash generation by driving collection productivity and sales collaboration. Aimie is a valued teammate, who deals with repetitive, time-consuming tasks, so that her human co-workers can concentrate on their core business: increasing customer value and revenue. Aimie is a real game-changer in collaborative intelligence- a system whereby individuals and machines contribute to problem solving in complementary ways. Artificial intelligence in support of natural intelligence empowers teams to work faster, and smarter. From large multinationals to mid-size enterprises worldwide, thousands of companies already use Sidetrade's SaaS technology to embed a cash culture and optimize complex order-to-cash operations. Customers include: TechData, Nespresso, Expedia, Manpower, Inmarsat, Hearst Magazines, Cordant Group, PageGroup, Chubb, XPO Logistics, Veolia, Vinci....

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