Full-Time

Customer Success Manager

Scale

Posted on 9/22/2025

DataSnipper

DataSnipper

201-500 employees

Excel-embedded automation for audit and finance

Compensation Overview

$130k - $150k/yr

New York, NY, USA

In Person

Hybrid: at least 3 days onsite per week in New York City office.

Category
Sales & Account Management
Requirements
  • Two or more years of experience in a Customer Success Manager role.
  • Familiar with the dynamics and customer journey in business-to-business enterprise software.
  • Proactive mindset, ability to self-start, driven to succeed and achieve business outcomes.
  • Excellent project and time management skills.
  • Excellent verbal and written communication skills, including the ability to present to executives and key decision-makers.
  • An outgoing personality with a positive attitude.
  • Strong affinity with the software industry.
  • Fluency in English.
Responsibilities
  • Exceed customer expectations by providing timely, actionable guidance and proactively connecting customers with resources, training, and content designed for scale.
  • Master ownership by executing structured playbooks for onboarding, adoption, and renewal driving adoption, product utilization and business outcomes through one-to-many programs; take initiative to identify at-risk accounts early and apply preventative measures.
  • Power in partnership by collaborating with Sales, Product, and Marketing to align campaigns, webinars, and digital touchpoints that engage customers at scale.
  • Welcome growth by continuously refining one-to-many strategies—experiment with new content, channels, and automation to improve the customer journey; identify expansion opportunities and partner with Sales/Account Management to support growth within the portfolio.
  • Represent excellence by tracking customer health and engagement through data and sharing insights and emerging themes with leadership to influence product and program improvements.
Desired Qualifications
  • Spanish business fluency is a major bonus.

DataSnipper is an automation platform embedded in Microsoft Excel that automates audit and finance tasks. It automatically extracts data from documents such as invoices and bank statements and matches that data to entries in an Excel spreadsheet, enabling fast reconciliation and data processing. It also provides tools to create and manage audit trails for better transparency and documentation. The product targets accounting firms and corporate finance departments and is sold on a subscription basis. Its goal is to help finance and audit professionals handle large volumes of data more efficiently and accurately.

Company Size

201-500

Company Stage

Series B

Total Funding

$100M

Headquarters

Amsterdam, Netherlands

Founded

2017

Simplify Jobs

Simplify's Take

What believers are saying

  • Armanino alliance accelerates AI adoption in internal audit since April 2026.
  • Protiviti partnership drives 100% Latin America growth entering Chile March 2026.
  • Siu Wei Lee leads Asia Pacific expansion after March 2025 appointment.

What critics are saying

  • Microsoft Excel Copilot erodes embedded value with free AI extraction tools.
  • PCAOB Rule 4108 demands independent AI validation testing by June 2026.
  • Workiva bundles AI audit agents, stealing Big Four document request share.

What makes DataSnipper unique

  • DataSnipper embeds agentic AI Agents directly in Excel for audit workflows.
  • DocuMine validates documents with AI, named TIME's 2025 Best Invention.
  • UpLink acquisition enables secure cloud-based document requests in audits.

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Benefits

Health Insurance

Dental Insurance

Flexible Work Hours

Remote Work Options

Paid Vacation

Paid Parental Leave

401(k) Company Match

Stock Participation Plan

Hybrid Work Options

Mental Health Support

Growth & Insights and Company News

Headcount

6 month growth

1%

1 year growth

3%

2 year growth

3%
DataSnipper
Mar 24th, 2026
DataSnipper brings AI-powered audit technology to Chile.

DataSnipper brings AI-powered audit technology to Chile. DataSnipper News Published. March 24, 2026 (Amsterdam) March 25, 2026 - DataSnipper, the agentic automation platform for audit and finance, will bring a senior delegation to Chile next week as organizations and public institutions face increasing pressure to scale financial oversight and audit processes. Founded in Amsterdam, with offices in New York, Asia Pacific and Latin America, DataSnipper is used by more than 600,000 professionals across 175 countries, including Fortune 500 companies, government agencies, global enterprises, and all Big Four audit firms. In 2025, DataSnipper delivered more than $1.4 billion in productivity savings for audit and finance teams, reflecting the growing role of AI in reducing manual work and improving efficiency across complex financial workflows. The company has gained global recognition for its innovation, including being named to TIME's Best Inventions of 2025 (Artificial Intelligence category), Fast Company's Next Big Things in Tech 2025, and the Forbes Fintech 50 (2026). DataSnipper partners with Protiviti to enter the chilean market. The company's arrival comes amid ongoing public debate around large-scale audits requested by President José Antonio Kast across various public institutions. "AI and automation are becoming essential for audit and finance teams to review large volumes of financial information efficiently while maintaining accuracy and transparency," said Vidya Peters, CEO of DataSnipper. "As the scale and complexity of audit work increases, this is no longer optional. Adoption in Latin America accelerated significantly in 2025, reflecting a clear need for technology that supports large-scale financial oversight while maintaining transparency, control, and audit integrity." This momentum reflects broader growth in the region, with new customer adoption in Latin America increasing by nearly 100% in 2025, including over 200% growth among corporate and internal audit teams. The DataSnipper and Protiviti partnership focuses on applying AI-powered automation across core audit activities, including evidence collection, testing, documentation, and review, helping organizations modernize audit workflows while aligning with regulatory and governance requirements. The delegation was led by Nick Reinhard, Director of Global Partnerships, and will meet with local organizations, partners, and institutions. AI Agents and intelligent automation for audit and finance. In 2025, DataSnipper launched AI Agents for audit and finance in collaboration with Microsoft, introducing a new approach to automation that supports end-to-end audit and reporting workflows. The platform enables audit and finance teams to: * Analyze large volumes of documentation directly within Excel * Extract and validate financial data from unstructured documents * Improve transparency and traceability in audit workflows DataSnipper's AI capabilities include technologies such as AI Extractions and DocuMine, which was recognized by TIME as one of the most innovative AI technologies of 2025. About DataSnipper. DataSnipper is the agentic automation platform transforming audit and finance. Powered by AI Agents, DataSnipper helps professionals reduce manual work, accelerate document analysis, and streamline complex workflows while maintaining full transparency and control. Trusted by Fortune 500 companies, government agencies, global enterprises, and all Big Four audit firms, DataSnipper is used by professionals across 175 countries.

DataSnipper
Feb 18th, 2026
DataSnipper named to the Forbes Fintech 50 2026.

DataSnipper named to the Forbes Fintech 50 2026. DataSnipper News Published. February 18, 2026 Each year, the Forbes Fintech 50 highlights the companies shaping the future of financial technology. The list recognizes startups that are redefining how financial services operate, from payments and investing to enterprise infrastructure and compliance. For 2026, DataSnipper has once again been included on the Forbes Fintech 50, recognized in the Wall Street and Enterprise category, which focuses on companies building technology for financial infrastructure, accounting, and compliance. This marks the second consecutive year that DataSnipper has been included on the list. For the audit and finance professionals who rely on DataSnipper every day, the recognition reflects a broader shift underway in financial workflows: automation and AI are becoming essential tools for handling complex, evidence-driven financial processes. A platform built for audit and finance workflows. DataSnipper builds intelligent automation software designed specifically for audit and finance professionals. The platform integrates directly into existing workflows and helps teams automate document-heavy procedures such as: * evidence collection * financial reconciliation * audit documentation * disclosure verification By reducing manual work and improving traceability, DataSnipper allows professionals to focus on analysis and decision-making rather than administrative tasks. Today, the platform is used by more than 600,000 professionals across 2,000 organizations in 175 countries, including global accounting networks and enterprises across banking, manufacturing, and financial services. Advancing AI in audit and finance. As audit and finance teams enter the AI era, automation is becoming a core part of how financial work gets done. DataSnipper continues to expand its platform with AI-powered capabilities designed specifically for regulated financial workflows. These tools help professionals process large volumes of financial documentation, verify information more efficiently, and maintain full traceability across their work. Capabilities across the platform - including DocuMine, Disclosure Agents, Excel Agents, and UpLink - support tasks such as evidence collection, document analysis, reconciliation, and disclosure verification. By combining automation with AI, DataSnipper helps professionals handle increasingly complex financial workflows while maintaining accuracy and control. These advancements reflect a broader industry shift: intelligent automation is becoming foundational to how audit and finance teams manage documentation, compliance, and financial reporting. Driving measurable impact. The adoption of intelligent automation in audit and finance is already producing measurable results. In 2025 alone, DataSnipper delivered an estimated $1.4 billion in productivity savings for customers worldwide, reflecting the growing scale at which automation is transforming financial workflows. As organizations face increasing regulatory complexity and larger volumes of financial data, tools that improve accuracy, efficiency, and transparency are becoming essential infrastructure for the industry. The 2026 Forbes Fintech 50. Each year, Forbes reviews hundreds of fintech companies to determine which ones will appear on the Fintech 50 list. The selection process is led by Forbes editors alongside industry experts, who evaluate companies based on factors such as: * innovation * growth * market impact * the strength of their technology The list focuses on privately held companies shaping the future of financial services, highlighting those building meaningful infrastructure and tools for the industry. Companies recognized this year span the broader fintech ecosystem, from consumer financial platforms to enterprise technologies used by financial institutions and professional services firms. For DataSnipper, inclusion on the list for the third year in a row reflects the growing importance of automation and AI in how financial work gets done.

Silicon Canals
Jul 29th, 2025
Amsterdam unicorn DataSnipper teams up with Microsoft to bring AI agents into the audit space

Amsterdam-based unicorn DataSnipper, an automation platform focused on audit and finance, announced a partnership with Microsoft to introduce AI agents into the audit space, fundamentally changing the way professionals work.

Silicon Canals
May 28th, 2025
These Are The Richest Young Self-Made Dutch Tech Millionaires In 2025, According To Quote

In the ever-evolving world of startups and innovation, the Netherlands continues to shine as a breeding ground for young tech talent.From Amsterdam to Rotterdam, Dutch entrepreneurs are building companies that not only disrupt industries but also build personal fortunes that are nothing short of amazing.Each year, Quote magazine unveils its highly anticipated list of the Top 100 Young Self-Made Millionaires, and the 2025 edition confirms that tech remains dominant.These aren’t just early successes; these are founders building serious empires, ranging from remote work infrastructure to AI, design tools, and even crypto platforms.In this article, we have listed the 15 self-made tech millionaires from the above-mentioned list. Do have a look. Job Van Der VoortPosition: CEONet worth: €650M (8.3% increase from 2024)Remote is a global HR platform that helps companies hire, manage, and pay their entire team globally distributed workforces compliantly. With €650M to his name, and an 8.3 per cent increase from last year, Job credits the rise to solid growth “More margin, more customers, and more products — we’re almost profitable.”Job is the CEO and co-founder of Remote. He was previously a neuroscientist before becoming VP of Product at GitLab, the world’s largest all-remote company. With GitLab, he hired talent from 67 countries. Job is a sought-after presenter and often speaks about scaling a remote-first startup, remote culture, and the future of work.Douwe KielaPosition: CEONet worth: €200M (New to list)Contextual AI specialises in retrieval-augmented generation (RAG). The company’s goal is to improve how people work using artificial intelligence (AI)

Allinial Global
Apr 2nd, 2025
Allinial Global Forges Strategic Partnership with DataSnipper

Allinial Global forges strategic partnership with DataSnipper.

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