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

About the Role 🎯

As a Customer Success Manager at DataSnipper, 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 DataSnipper as an indispensable tool that transforms how our customers work. Several members of our CS team made this exact switch from audit - and it’s one of the reasons our customer relationships run so deep.

If you’ve ever sat on the audit side thinking “there has to be a better way” - this is your chance to be the person who delivers it.

About DataSnipper 🚀

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 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.

What You Will Do 📋

• 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’s platform. Your audit background means you won’t just understand their world - you’ll have lived it.

• 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 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 DataSnipper.

• Champion Product Adoption and Value Realisation: Conduct comprehensive training sessions, establish regular Business Reviews, and develop success plans that ensure customers fully adopt DataSnipper 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 DataSnipper 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 DataSnipper 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 DataSnipper’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 forecast key metrics including user engagement, feature utilisation, business value delivered, expansion opportunities, retention risks, and technical health indicators.

This role is your opportunity to live out our team’s values - owning the moment to drive transformational success for our customers and excellence in everything we do.

What You Bring ✅

• Audit Background: Hands-on experience in external or internal audit, or assurance. You understand audit workflows, terminology, and the pain points our customers face day to day. This is a must-have.

• Customer Success Experience: 3+ 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: A 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 their processes and workflows, demonstrating how technology can drive measurable business outcomes and competitive advantage.

• Accountability and Ownership: A strong sense of ownership and the drive to master your craft, take initiative, and ensure no detail is overlooked - be the CEO of your portfolio and your customers’ success.

• Collaborative Spirit: A belief in the power of collaboration, thriving in cross-functional teamwork and building meaningful partnerships with customers and internal stakeholders.

• Adaptability and Growth Mindset: Ready to embrace feedback and challenges, learn quickly, and thrive in a dynamic, fast-paced environment where customer needs and business priorities evolve.

• Excellence in Communication: Professional fluency in English plus at least one European language (German, French, Dutch, or Spanish preferred), with the ability to engage stakeholders at all levels - from audit associates to C-suite.

What We Offer ✨

• Be part of one of the fastest-growing, profitable unicorn scale-ups in the Netherlands with a global impact.

• Equity (Stock Appreciation Rights) to share in the company’s success and growth.

• Pension plan with a 6% contribution on top of your base salary.

• 28 vacation days per year (full-time) to support your work-life balance.

• Hybrid work model with at least 3 days onsite in our dynamic Amsterdam office.

• Daily, freshly prepared lunches by our in-house chef to keep you energised.

• NS business card for easy commuting to the office.

• A structured onboarding programme designed to set you up for success, including dedicated time to learn our product and customers before you hit the ground running.

• Access to continuous learning and development initiatives to grow your skills.

• Engage with a vibrant international team spread across seven global offices.

• Company-wide events like DataSnipper GO, where global teams come together.

• Access to OpenUp, a mental health and wellness platform supporting your wellbeing.

Recruitment Process

1. Recruiter Screen (30 minutes, online)

2. Hiring Manager Interview (30 minutes, online)

3. Assessment Interview (1 hour, on-site)

4. Final Interview (30 minutes, online)

At DataSnipper, we believe great ideas come from different perspectives, experiences, and backgrounds. We are committed to building an inclusive workplace and providing every candidate with a fair and equitable hiring experience.

Our hiring decisions are merit based and grounded in the skills, experience, potential, and capabilities relevant to the role.

We welcome applicants regardless of age, race, ethnicity, nationality, gender, gender identity or expression, sexual orientation, religion, disability, or any other characteristic that makes you, you.

What matters to us is what you can bring to the role, the team, and DataSnipper