Datasnipper
Customer Success Manager - Former Auditor
New York, Remote. Posted 3 months ago
The role
You will own a portfolio of accounts by applying audit knowledge to accelerate product adoption and build credibility with audit stakeholders. You will manage onboarding, QBRs, health monitoring, and renewals using established CS frameworks.
What you will do
- Serve as a trusted partner to Audit Managers, Senior Auditors, and engagement team leads
- Run onboarding and training sessions grounded in audit workflows
- Monitor portfolio health using product data and stakeholder signals
- Create success plans connecting capabilities to audit-specific outcomes
- Communicate ROI in audit terms such as time saved and risk reduction
- Identify expansion signals and support Sales in building ROI cases
- Share audit workflow intelligence with Product, Sales, and Solutions Engineering
- Act as an internal resource for audit-specific questions
- Maintain customer data and portfolio records in internal systems
Required qualifications
- Worked in or directly alongside audit teams
- Understand engagement lifecycles, sample testing, evidence management, team hierarchies, and quality standards
- Experience in Customer Success, Account Management, or a similar client-facing role in B2B SaaS
- Direct experience in audit as an auditor, audit technology specialist, or in a client-facing role embedded in audit workflows
- Ability to design and execute onboarding and training programs mapping to audit workflows
- Ability to manage a portfolio independently
- Comfortable with CS tools and CRM platforms
- Clear communication in audit professional language and CS/GTM contexts
Nice to have
- Ideally you have experience in Customer Success, Account Management, or a similar client-facing role in B2B SaaS, combined with direct experience in audit
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
DataSnipper is a $1B, bootstrapped unicorn with 600,000+ users across 180+ countries. The company provides AI that operates inside Excel to redefine how audit is done.