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 Trusted Advisor: Serve as a strategic partner to key stakeholders including Audit Partners and Managers, Controllers, Finance Directors, and IT decision-makers, guiding them through business transformation enabled by DataSnipper. Drive Business Transformation: Help customers reimagine their workflows and processes, demonstrating how DataSnipper’s AI-powered capabilities can deliver measurable efficiency gains, cost savings, and quality improvements across audit and finance functions.
What they're looking for
- Customer Success Experience: 5+ years of experience in Customer Success, Account Management, Solutions Consulting, or another client-service role in B2B SaaS, with a strong grasp of the customer success motion (onboarding, adoption, renewals, and expansion)
- Trusted Advisor Mindset: Passion for being a strategic partner to customers, building deep trust-based relationships, and driving business transformation that delivers exceptional value
- Business Transformation Focus: Proven ability to help customers reimagine processes and workflows, demonstrating how technology can drive measurable business outcomes
- Accountability and Ownership: Strong sense of ownership and the drive to master your craft, take initiative, and ensure no detail is overlooked
- Collaborative Spirit: Thrives in cross-functional teamwork and builds meaningful partnerships with customers and internal stakeholders
- Adaptability and Growth Mindset: Learns quickly and thrives in a dynamic, fast-paced environment where customer needs and priorities evolve
More about this role
As a Senior Customer Success Manager at DataSnipper, you will play a pivotal role in ensuring our customers achieve their goals using our innovative, AI-powered solutions. You will own the customer journey, from onboarding to driving long-term value and retention, fostering strong relationships built on trust and collaboration. You’ll help customers unlock their potential value while contributing to the growth and success of our business.
This role offers a unique opportunity to work closely with professionals who are the backbone of global capital markets, deliver exceptional service, and build a thriving community for our customers. If you’re passionate about customer success and ready to own the moment, we’d love to hear from you!
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, bringing AI directly into where the work actually happens. Unlike generic AI tools, we do not sit on the sidelines. Our AI operates inside Excel, with access to real...
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