Trusted by all top 100 accounting firms, DataSnipper's AI agents handle audit and finance testing while your team stays in control. Book a demo today. Backed by Index and Insight.
About the role
Act as a Credible Audit Advisor: Serve as a trusted partner to Audit Managers, Senior Auditors, and engagement team leads. You are someone who understands customer workflows, their quality standards, and their firm's operating model. Translate DataSnipper's capabilities into language and use cases that resonate with audit professionals directly.
What they're looking for
- Reliable Execution: You follow through. You manage a portfolio independently, hit your commitments, and deliver consistent outcomes without needing close supervision
- Data-Driven Approach: You use product data and health signals to stay ahead of risks and make decisions. You are comfortable in CS tools and CRM platforms
- Ownership Mindset: You take responsibility for your accounts and your own development. You ask for feedback, apply it, and look for ways to improve
- Collaborative Spirit: You contribute to the team including by sharing audit knowledge that makes peers more effective on audit accounts
- Adaptability: You handle change well. You adjust when priorities shift and keep a constructive attitude in a fast-moving environment
More about this role
As a Customer Success Manager (+Audit Background) at DataSnipper, you own the success of a portfolio of accounts - and you bring something additional to the role: direct experience in audit. You understand how audit teams work, what drives their priorities, and how to connect DataSnipper to the workflows that matter most inside a firm.
You are a reliable, independent operator who applies established CS frameworks and uses your audit knowledge to accelerate adoption, build credibility with audit stakeholders, and design enablement that non-audit CSMs cannot replicate. You manage onboarding, QBRs, health monitoring, and renewals with predictability and follow-through and you do it in a language audit professionals trust.
You may still be developing the full breadth of CS scope, but your audit domain credibility opens doors and unlocks conversations that are otherwise harder to access at this level.
Audit and finance are still massively manual and we are changing that. DataSnipper is a $1B, bootstrapped unicorn with 600,000+ users across 180+ countries, already embedded in the daily workflows of top audit and accounting firms.
Now, we are taking things further with our Excel Agent,...
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