DataSnipper · 1 week ago
Customer Success Manager
DataSnipper is an innovative company transforming the world of audit and finance with its AI-powered solutions. As a Mid Market Customer Success Manager, you will ensure customers achieve their goals, drive long-term value, and foster strong relationships throughout their journey.
Responsibilities
Build and maintain relationships with key stakeholders to ensure alignment and successful outcomes while developing collaborative action plans with them that outline key milestones, responsibilities, and timelines
Master the onboarding process, guiding customers through training and adoption while ensuring their success and satisfaction at every step
Foster knowledge sharing and community building among customers by organizing webinars, events, or case studies to strengthen the customer network
Identify and understand customer needs, challenges, and goals to tailor solutions effectively
Create strategic plans for managing client relationships and develop clear and compelling business cases ensuring long term success and growth
Collaborate with your counterparts in Account Management to position and capture growth based on these business cases
Communicate and promote proven strategies, methods, and processes that lead to success
Collect and analyze feedback from clients and internal teams to refine strategies, improve solutions, and enhance customer satisfaction
Qualification
Required
3+ years' experience in a Customer Success, Account Management, or related customer-facing role, ideally within B2B SaaS or technology, with a proven track record of driving adoption, retention, and growth
Ability to translate business goals into outcomes and build a process that aligns with customer needs to drive customer adoption
A passion for exceeding customer expectations by building trust-based relationships and consistently delivering value
Experience directly in accounting, external audit, or internal audit, or indirectly helping teams in this space adopt new technology
A belief in the power of partnership, thriving in cross-functional teamwork and fostering meaningful customer relationships
A growth mindset, ready to embrace feedback and challenges, learn quickly, and contribute to a dynamic, fast-paced environment
Benefits
Flexible paid time off
Comprehensive medical and dental coverage
401K match
Paid parental leave
Stock participation plan
Company sponsored lunch
Hybrid mode of work (at least 3 days onsite in our New York City office)
Access to OpenUp and Talkspace, the mental health and wellness platform
Multiple social activities for team building
Company
DataSnipper
DataSnipper is a financial audit company that provides an AI-powered intelligent automation platform in Excel.
Funding
Current Stage
Growth StageTotal Funding
$100MKey Investors
Index VenturesInsight Partners
2024-02-01Series B· $100M
2022-09-07Series A
Recent News
Index Ventures
2025-12-08
2025-12-02
Company data provided by crunchbase