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About the Role
As a Senior Customer Success Manager at DataSnipper, you will ensure customers achieve their goals using our AI-powered solutions. You will own the customer journey from onboarding to long-term value and retention, fostering strong relationships. This role offers the opportunity to work closely with professionals in global capital markets, deliver exceptional service, and build a thriving customer community.
Responsibilities
- Act as a Trusted Advisor to key stakeholders including Audit Partners and Managers, Controllers, Finance Directors, and IT decision-makers.
- Drive business transformation by helping customers reimagine workflows and processes with DataSnipper’s AI capabilities.
- Deliver strategic consultative solutions tailored to customer challenges to optimize workflows and achieve objectives.
- Champion product adoption and value realization through training, Business Reviews, and success plans.
- Build deep, long-term customer relationships based on trust and industry understanding.
- Collaborate with Product, Engineering, Sales, and Solutions Engineering teams to share customer insights and drive product innovation.
- Advocate for customer success by understanding their methodologies, compliance requirements, and business goals.
- Support strategic growth by identifying and driving expansion opportunities within the customer portfolio.
- Ensure seamless technical implementation and platform expertise by partnering with customers on onboarding and configuration.
- Lead strategic engagements, including in-person and virtual sessions, to drive adoption and share best practices.
- Develop comprehensive success plans outlining transformation goals, adoption milestones, and success metrics.
- Monitor key metrics including user engagement, feature utilization, business value delivered, and retention risks.
Requirements
- 5+ years of experience in Customer Success, Account Management, Solutions Consulting, or another client-service role in B2B SaaS.
- Strong grasp of the customer success motion (onboarding, adoption, renewals, and expansion).
- Passion for being a strategic partner to customers and building deep trust-based relationships.
- Proven ability to help customers reimagine processes and workflows using technology.
- Strong sense of ownership, initiative, and attention to detail.
- Ability to thrive in cross-functional teamwork and build meaningful partnerships.
- Ability to learn quickly and adapt to a dynamic, fast-paced environment.
- Professional fluency in English (written and spoken).
- Ability to engage stakeholders at all levels, from audit associates to C-suite.
- Hands-on experience in external or internal audit, or assurance is nice to have.
Skills
- Customer Success
- Account Management
- Solutions Consulting
- B2B SaaS
- Customer Success Motion
- Onboarding
- Adoption
- Renewals
- Expansion
- Strategic Partnership
- Business Transformation
- Communication
- Cross-functional Collaboration
- Adaptability
- Growth Mindset
- AI
- Excel
Location
- New York City
Work Type
- Hybrid
- Onsite
Experience Level
- Senior
Benefits
- Excellent salary + stock participation plan
- Flexible paid time off
- Comprehensive medical and dental coverage
- 401K match
- Paid parental leave
- 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 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.
- We are 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 does not just generate answers, it does the work, with full traceability.
- We are not just applying AI, we are redefining how audit gets done.
- This is a place to build something category-defining at scale.
- We are a flexible and growing organization with lots of opportunities to learn and develop.
- We offer an international working environment, with a team of friendly and driven colleagues.