CSM (Customer Success Manager)

Former Auditor
- Customer Success Manager
- LATAM (Mexico City) As a Customer Success Manager (with Audit Background) at DataSnipper, you own the success of a portfolio of accounts
- and you bring something additional to the role: direct experience in audit. You manage onboarding, QBRs, health monitoring, and renewals with predictability and follow-through and you do it in a language audit professionals trust. is a $1B, bootstrapped unicorn with 600,000+ users across 180+ countries, already embedded in the daily workflows of top audit and accounting firms. Excel Agent — Our AI operates inside Excel, with access to real documents and audit evidence — meaning it doesn't just generate answers, Serve as a trusted partner to Audit Managers, Senior Auditors, and engagement team leads in the LATAM market. You are someone who understands customer workflows, their quality standards, and their firm's operating model. Conduct stakeholder conversations and engagements in Spanish where required. Run onboarding and training sessions that are grounded in how audit teams actually work
- mapping DataSnipper features to real engagement tasks, sample testing approaches, and evidence management requirements. Use product data, stakeholder signals, and your understanding of audit operating rhythms to monitor portfolio health. Create success plans that connect DataSnipper capabilities to audit-specific outcomes: engagement efficiency, sample coverage, review cycle speed, and quality compliance. Articulate the business impact DataSnipper delivers using metrics and framing that carry weight with audit professionals
- time saved per engagement, risk reduction, quality improvement. Support Expansion Using Domain Knowledge: Identify expansion signals within your portfolio and use your understanding of firm structure such as service lines, team hierarchies, engagement types to surface credible growth opportunities. Support Sales in building ROI cases that resonate with audit leadership. Maintain Systems and Portfolio Data: Keep customer data, health signals, and portfolio records accurate and up to date in internal systems. Use this data to make better decisions and support reliable reporting. You understand engagement lifecycles, sample testing, evidence management, team hierarchies, and the quality standards that govern audit work. This is not background knowledge
- it is something you apply directly in customer conversations and account planning. Ideally you have experience in Customer Success, Account Management, or a similar client-facing role in B2B SaaS, combined with direct experience in audit
- whether as an auditor, audit technology specialist, or in a client-facing role embedded in audit workflows. English and Spanish (written and spoken) is required for this role. You can design and execute onboarding and training programs that map to real audit workflows
- including audit cycle timing, firm methodology, and engagement team structure. This requires audit fluency that cannot be substituted with general CS experience. You manage a portfolio independently, hit your commitments, and deliver consistent outcomes without needing close supervision. Data-Driven Approach: You use product data and health signals to stay ahead of risks and make decisions. You are comfortable in CS tools and CRM platforms. You communicate clearly in both English and Spanish, and in both audit professional language and CS/GTM contexts. You can navigate stakeholder conversations with audit managers and firm leadership in Spanish where required, and translate those conversations back into internal action. You adjust when priorities shift and keep a constructive attitude in a fast-moving environment. 15 Days PTO, and 7 holidays annually Social Security