Customer Success Manager - Mid-Market & Enterprise - Audit background

About the Role

As a Customer Success Manager at Data Snipper, you’ll bring something most CSMs simply don’t have – a deep understanding of the audit world. Your background in audit or accounting isn’t just relevant here; it’s the foundation of everything you’ll do. You’ll speak your customers’ language, understand their pressures, and know firsthand what it means to navigate complex financial workflows and tight deadlines.

In this role, you’ll move from doing the audit work to transforming how it’s done – driving impactful customer outcomes throughout the entire journey, from onboarding through renewal and expansion. You’ll help clients reimagine their audit and finance workflows, unlock efficiency gains, and achieve measurable ROI, positioning Data Snipper as an indispensable tool that transforms how our customers work.

Audit and finance are still massively manual and we are changing that. Data Snipper 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 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. If you want to build something category-defining at scale, this is the place.

• 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 Data Snipper’s platform.
• Drive Business Transformation:
  Help customers reimagine their workflows and processes, demonstrating how Data Snipper’s AI‑powered capabilities can deliver measurable efficiency gains, cost savings, and quality improvements across their organisations.
• Deliver Strategic Consultative Solutions:
  Provide expert guidance tailored to each customer’s unique business challenges, helping them optimise audit and finance workflows and achieve their strategic objectives using Data Snipper.
• Champion Product Adoption and Value Realisation:
  Conduct comprehensive training sessions, establish regular Business Reviews, and develop success plans that ensure customers fully adopt Data Snipper features and realise maximum business value.
• Build Deep Customer Relationships:
  Cultivate strong, long‑term partnerships built on trust, deep industry understanding, and a commitment to your customers’ success and business outcomes.
• Collaborate Cross‑Functionally:
  Partner with Product, Engineering, Sales, and Solutions Engineering teams, sharing customer insights on audit‑specific use cases, workflow challenges, and technical requirements to drive product innovation.
• Advocate for Customer Success:
  Deeply understand your customers’ audit methodologies, compliance requirements, and business goals, providing feedback to internal teams to ensure Data Snipper addresses real‑world challenges.
• Support Strategic Growth:
  Identify and drive expansion opportunities within your portfolio, working with Sales to demonstrate ROI, facilitate pilot programmes, and expand Data Snipper adoption across additional teams and service lines.
• Ensure Seamless Technical Implementation & Platform Expertise:
  Partner with customers on onboarding, including setup, AI configuration, and workflow customisation, while staying current on Data Snipper’s platform, AI capabilities, and automation best practices.
• Lead Strategic Engagements:
  Plan and facilitate in‑person and virtual sessions with audit and finance teams to drive adoption, share transformation best practices, and address challenges that could impact retention.
• Develop Comprehensive Success Plans:
  Create strategic roadmaps for each customer, outlining transformation goals, adoption milestones, expansion opportunities, user engagement tactics, and success metrics.
• Monitor Health and Business Impact:
  Track and…