Customer Success Specialist in the real estate sector, providing onboarding and customer support. Focused on enhancing user experience and driving client retention.
About the role
- Customer Success Manager engaging with enterprise finance leaders, leveraging AI insights for business value at Sidetrade. Fostering relationships and managing a portfolio of enterprise customers.
Responsibilities
- 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
- Attractive 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.
Job title
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