Customer Success Manager | FinTech | Global Customers

About us

Founded in Sydney in 2014, ezy Collect by Sidetrade is Australia’s leading Order-to-Cash platform for small and mid-sized businesses. We automate credit management, collections, and payments - taking the manual work out of getting paid. Our 1,100+ customers manage A $19 billion in receivables through the platform, typically cutting late payments by 40% and bad debt by 80% within three months.

Now part of global AI leader Sidetrade, we’re scaling our reach across three continents - bringing enterprise-grade technology to the mid-market while staying true to our Sydney roots. Australian innovation. Global ambition.

As we’ve grown from a niche workflows and payments platform to a comprehensive Order-to-Cash solution serving 1,300+ customers, our CS function has had to scale alongside the business.

This role is pivotal in delivering a proactive, white-glove service to our top 25-30% of customers by MRR - the accounts that drive the business and deserve strategic partnership. You’ll focus on our highest-value customers (typically >$500 MRR), ensuring they adopt deeply, renew confidently, and become long-term champions of the platform.

This isn’t a sales-quota role. Revenue expansion and upsells are owned by dedicated Account Managers. Your job is customer success - adoption, retention, and building trusted relationships that last. Flexibility to accommodate limited US/NZ/UK hours as required is a must.

You’ll join a core Customer Success team, working alongside four other CSMs based in Sydney. The team is tight-knit, authentic, and refreshingly flat - you can genuinely be yourself and feel comfortable in your own skin.

You’ll collaborate daily with Product, Sales, Finance, Payment Operations, and Leadership. The culture is open and transparent - no micromanaging, just honesty, accountability, and mutual support. The entire CSM team will be involved in onboarding you, and everyone makes time to help new hires succeed.

Over the next 12 months, the team will grow by at least two additional headcount, creating genuine opportunities for existing team members to take on more responsibility and expand their careers.

Own the white-glove customer journey. You’ll manage a portfolio of approximately 150 Australian based accounts, with 30-40% actively engaged at any given time. These are our top-tier customers - the ones we protect, expand, and build long-term partnerships with. You’ll own the entire lifecycle: onboarding, adoption, retention, and relationship management.

Deliver outstanding onboarding and implementation. Project-manage software implementation for new customers, coordinating with technology partners and internal/external stakeholders to ensure clients go live within expected time frames. Conduct training and refresher sessions so customers understand how to get the most out of the platform. You’ll onboard your own customers and own their success from day one.

Earn a seat at the table. Sit down with executive sponsors - CFOs, Financial Controllers, business owners - and understand their short and long-term business goals. Build strategic roadmaps with milestones and KPIs aligned to their objectives. Position ezy Collect by Sidetrade as a major vendor, not just another tool. Think strategically, not just tactically.

Drive adoption and prevent churn. Run regular success check-ins and value-focused reviews to track customer outcomes and progress. Identify risks early and proactively manage churn through engagement, education, and support. Whatever your customers’ businesses are going through, you know about it - and you’re already planning how to help. Retention and churn are taken seriously here, and your KPIs reflect that.

Champion the…