At a Glance
- Tasks: Be the go-to advisor for enterprise finance leaders, driving success with AI solutions.
- Company: Join a forward-thinking company at the heart of London’s financial scene.
- Benefits: Enjoy a hybrid work model, competitive salary, and great health perks.
- Other info: Join a vibrant culture with regular team events and excellent career growth opportunities.
- Why this job: Make a real impact by helping businesses optimise their finances with cutting-edge AI.
- Qualifications: 7+ years in consulting or finance transformation, with strong communication skills.
The predicted salary is between 60000 - 80000 £ per year.
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.
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 & Location:
- Office based in the heart of London city centre.
- Hybrid work model – a flexible mix of in-office and remote days.
- Great culture – active Social Club organizing regular team events and activities.
- Health & wellness – medical coverage, life insurance, 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.
We’re committed to providing a welcoming and inclusive experience for every candidate.
Customer Success Manager employer: Sidetrade
Sidetrade is an exceptional employer, offering a dynamic work environment in the heart of London where innovation meets collaboration. With a strong focus on employee growth, we provide competitive salaries, comprehensive health benefits, and a vibrant culture supported by an active Social Club. Our hybrid work model ensures flexibility, while our commitment to mentorship and career advancement empowers you to thrive as a trusted advisor in the finance sector.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Success Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and consulting sectors. Attend industry events or webinars where you can meet potential employers or fellow professionals who might know of openings. Remember, it’s all about who you know!
✨Tip Number 2
Prepare for those interviews by practising your storytelling skills. You’ll want to showcase your experience with enterprise clients and how you’ve driven measurable business value. Use real examples that highlight your ability to connect technology to financial outcomes.
✨Tip Number 3
Don’t just wait for job postings—be proactive! Research companies you admire and reach out directly. Express your interest in their work and how you can add value as a Customer Success Manager. We love seeing candidates take the initiative!
✨Tip Number 4
Finally, apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we’re always on the lookout for passionate individuals who can help us drive success for our customers.
We think you need these skills to ace Customer Success Manager
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Customer Success Manager. Highlight your experience in consulting and finance transformation, and don’t forget to showcase your ability to engage with executive-level stakeholders.
Craft a Compelling Cover Letter:Your cover letter is your chance to tell us why you’re the perfect fit for this role. Use it to share specific examples of how you've driven value for enterprise clients and how your skills align with our needs at StudySmarter.
Showcase Your Communication Skills:Since this role requires strong storytelling abilities, make sure your application reflects your communication style. Use clear, concise language and structure your thoughts logically to demonstrate your executive-level communication skills.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Sidetrade
✨Know Your Customer Inside Out
Before the interview, dive deep into understanding Sidetrade's AI solutions and how they impact enterprise finance. Familiarise yourself with their customer base and think about how you can add value to CFOs and Finance Directors. This will help you speak their language and demonstrate your expertise.
✨Showcase Your Consulting Experience
Be ready to discuss your previous consulting roles and how they relate to the responsibilities of a Customer Success Manager. Prepare specific examples where you've successfully guided clients through business changes, especially in O2C and Working Capital processes. This will highlight your ability to act as a trusted advisor.
✨Quantify Your Impact
During the interview, emphasise your ability to quantify business value and ROI. Bring along metrics or case studies from your past experiences that showcase how your strategies led to measurable improvements. This will resonate well with the executive-level audience you'll be engaging with.
✨Master the Art of Storytelling
Practice your storytelling skills to effectively communicate complex AI concepts in simple terms. Prepare to explain how predictive analytics and automation can drive financial outcomes without getting bogged down in technical jargon. This will help you connect with stakeholders and position yourself as a relatable expert.
