Customer Success Manager - Credit & Collections Management

About the Role

In this role, you will have the opportunity to work with a diverse range of enterprise clients, leveraging your expertise in Order-to-Cash processes and working capital levers to drive business transformation. You will be expected to develop and execute value-based success plans, define ROI and KPIs, and facilitate executive-level business reviews and innovation workshops.

As a key member of the Sidetrade team, you will be part of a dynamic and innovative company that values passion, diversity, and customer-centricity. With a strong commitment to employee growth and development, you will have access to training, mentorship, and career advancement opportunities.

What You Will Do

• Own a portfolio of large, complex enterprise customers, engaging at the 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
• Develop and maintain a deep understanding of Sidetrade's AI solutions and their applications in Order-to-Cash and Working Capital management
• Collaborate with internal stakeholders to develop and execute customer success strategies

What We Are Looking For

• 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 and consulting skills, including executive-level communication and storytelling
• Strong business acumen, with the ability to connect technology to financial outcomes
• Experience managing multiple initiatives simultaneously in a fast-paced environment
• Bachelor's or Master's degree in Finance, Business, Economics, or a related field
• Willingness to travel occasionally to customer sites

Nice to Have

• Experience working with SaaS, data-driven, or AI-enabled platforms
• Strong interest in AI, analytics, and automation applied to finance processes
• Ability to explain AI concepts (predictive scoring, prioritization, automation) in business terms
• Experience with digital transformation and change management
• Certification in a related field, such as finance or business analytics

Benefits and Perks

• Full remote work arrangement, with the ability to work from home
• Health and wellness benefits, including medical coverage, life insurance, and 401(k) matching
• Competitive paid holidays and public holidays
• Career growth and compensation opportunities, including equal opportunities, learning and mentorship programs, and advancement support
• Access to training and development programs, including AI and analytics training
• Opportunity to work with a diverse and innovative company, with a strong commitment to customer-centricity and employee growth

• Develop a strong understanding of Order-to-Cash processes and working capital levers, and be prepared to showcase your expertise in these areas.
• Highlight your experience working with enterprise clients in complex, multi-stakeholder environments, and demonstrate your ability to drive business transformation.
• Emphasize your ability to quantify business value and ROI for senior finance stakeholders, and be prepared to provide examples of your experience in this area.
• Showcase your business acumen, including your ability to connect technology to financial outcomes, and demonstrate your experience managing multiple initiatives simultaneously in a fast-paced environment.
• Be prepared to discuss your experience with AI-driven insights, predictive analytics, and automation, and demonstrate your ability to explain complex concepts in business terms.
• Research the company and its products, and be prepared to discuss your understanding of Sidetrade's AI solutions and their applications in Order-to-Cash and Working Capital management.
• Develop a strong portfolio of your work, including examples of your experience in consulting, advisory, or transformation roles, and be prepared to showcase your skills and achievements.