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About the Role
This critical, high-impact role bridges advanced product capabilities with real customer use cases, driving technical discovery, demo creation, pilots, solution validation, and strategic deal support. You will play a pivotal role in shaping our presence, revenue growth, and long-term strategy across the North American market, thriving in an entrepreneurial, fast-scaling environment.
Responsibilities
- Lead technical discovery aligned to customer pain points, audit workflows, and industry use cases.
- Create and deliver high-impact custom demos that address real audit/test procedures and highlight ROI.
- Run proof-of-value pilots with clear goals, timelines, and success measures.
- Validate technical feasibility, product fit, and use cases from both IA and EA perspectives.
- Act as a key technical voice for the North American market, bringing customer insights and regional needs into the organization.
- Provide continuous feedback to Product & Engineering on market-specific use cases and feature gaps.
- Collaborate with AEs and AMs to drive new revenue, upsell, and cross-sell across all customer segments.
- Participate in all stages of the deal cycle, including discovery, demos, pilots, RFPs, and infosec questionnaires.
- Own CRM documentation, deal handovers, and solution fit validation.
- Take initiative in building new workflows, improving SE practices, and contributing to global SE initiatives.
- Serve as a trusted technical advisor influencing customer tech & AI strategy.
Requirements
- Deep understanding of audit practices: internal audit, external audit, controls testing, or financial advisory.
- Experience performing audit procedures, testing controls, or advising audit teams.
- Fluent English.
- Ability to run technical conversations, identify customer pain points, map them to use cases, and communicate clearly with both technical and non-technical stakeholders.
- Strong documentation, discovery questioning, and ability to articulate complex concepts simply.
- Resilience and adaptability — thriving in undefined setups and evolving processes typical of scale-ups.
Skills
- Digital Transformation
- Finance Transformation
- Financial Advisory
- Internal Audit
- Technical pre-sales
- Technical consulting
- Customer-facing technical roles
- Solutions Architect
- Technical Account Manager
- DataSnipper
- Audit automation tools
Location
- New York City
Work Type
- Hybrid
Experience Level
- Mid-level
Salary/Compensations
- Excellent salary
Benefits
- Flexible paid time off
- Comprehensive medical and dental coverage
- 401K match
- Paid parental leave
- Stock participation plan
- Company sponsored lunch
- Access to OpenUp and Talkspace, the mental health and wellness platform
- Multiple social activities for team building
About the Company
- Audit and finance are still massively manual — and we’re 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.
- We’re taking things further with our Excel Agent — bringing AI directly into where the work actually happens.
- Our AI operates inside Excel, with access to real documents and audit evidence — meaning it doesn’t just generate answers, it does the work, with full traceability.
- We’re not just applying AI — we’re redefining how audit gets done.
- If you want to build something category-defining at scale, this is the place.
- Being part of one of the fastest-growing scale-ups in the Netherlands.
- Make an impact by disrupting the finance industry with us.
- A flexible and growing organization with lots of opportunities to learn and develop.
- International working environment, with a team of friendly and driven colleagues.