Account Manager
DataSnipper · New York, United States
- On site
- Full-time
- $120,000 / year
- New York, United States
Job highlights
- Grow existing customer business revenue.
- Build relationships and expand product usage.
- Drive upsell and cross-sell opportunities.
- Manage full renewal cycle end-to-end.
- Collaborate to ensure customer value realization.
About the role
About The Role
As an Account Manager, you will own a book of existing business and be responsible for driving revenue through cross-sell, upsell, and expansion motions. You will proactively identify growth opportunities, engage key stakeholders, and execute strategic plays to expand our presence and impact within your accounts. This is not a role for order-takers. We need builders. People who thrive in high-growth, fast-paced environments and want to leave their mark as we scale from disruptor to global category leader. You will partner closely with Customer Success, Product, and Sales to deliver exceptional customer outcomes while growing your accounts in a scalable, repeatable way.
About DataSnipper
Audit and finance are still massively manual — and we’re 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’re taking things further with our Excel Agent — bringing AI directly into where the work actually happens. Unlike generic AI tools, we don’t sit on the sidelines. Our AI operates inside Excel, with access to real documents and audit evidence — meaning it doesn’t just generate answers, it does the work, with full traceability. We’re not just applying AI — we’re redefining how audit gets done. If you want to build something category-defining at scale, this is the place.
What You Will Do
- Own and grow a portfolio of existing customers across Mid-Market, and Enterprise segments
- Build deep, multi-threaded relationships and uncover whitespace to expand product usage
- Drive upsell and cross-sell opportunities aligned to customer priorities and evolving needs
- Lead commercial conversations and negotiate renewals and expansions
- Own the full renewal cycle end-to-end, including proactive renewal planning, commercial alignment, risk mitigation, and securing long-term agreements that drive retention and net revenue growth.
- Collaborate with Customer Success to ensure strong adoption and measurable value realization
- Surface customer insights and expansion blockers to help shape product and go-to-market strategies
- Deliver accurate expansion forecasts and consistently exceed growth targets
What You Bring
- 2–3+ years of experience in account management or sales, with a focus on driving expansion and growth within existing accounts
- Proven success in upselling, cross-selling, and developing growth strategies in software/SaaS
- Excellent commercial and strategic acumen with the ability to align customer challenges to solutions
- Entrepreneurial and proactive mindset with the ability to thrive in a fast-paced, high-growth environment
- Collaborative team player who works cross-functionally to drive outcomes
What We Offer
- Excellent salary
- Stock participation plan
- Flexible paid time off
- Comprehensive medical and dental coverage
- 401K match
- Paid parental leave
- Company-sponsored lunch
- Hybrid mode of work (at least 3 days onsite in our New York City office)
- Make an impact by disrupting the finance industry with us
- A flexible and growing organization with lots of opportunities to learn and develop
- International working environment, with a team of friendly and driven colleagues
- Access to OpenUp and Talkspace, the mental health and wellness platform
- Multiple social activities for team building 🤩
Recruitment Process
- Recruiter Screen (30 minutes)
- Hiring Manager Interview (30 minutes) +second interview with Sales Manager (30 minutes)
- Assessment Interview (1 hour)
- Final Interview (45 minutes)
At DataSnipper, your expertise will directly shape the future of audit automation while advancing your career in a vibrant, fast-moving environment. If you thrive on innovation and impact - come build the future with us. 🚀
Ready to Elevate Your Career?
Apply now and let’s explore how you can make an impact at DataSnipper! 🚀
Key skills/competency
- Account Management
- Sales
- Upselling
- Cross-selling
- SaaS
- Customer Success
- Relationship Building
- Negotiation
- Revenue Growth
- Strategic Planning
Skills & topics
- Account Manager
- Sales
- Upsell
- Cross-sell
- SaaS
- Customer Success
- Relationship Management
- Renewal Management
- Revenue Growth
- B2B Sales
- Mid-Market
- Enterprise Sales
- AI in Finance
- Audit Automation
- Excel Agent
- New York City
- Hybrid
- Customer Retention
- Commercial Acumen
- Strategic Selling
How to get hired
- Tailor your resume: Highlight 2-3 years of account management or sales experience, focusing on expansion and growth within existing accounts, and showcasing proven success in upselling and cross-selling SaaS products.
- Showcase strategic acumen: Emphasize your entrepreneurial mindset, ability to thrive in fast-paced environments, and collaborative approach in your application and during interviews.
- Prepare for interviews: Be ready to discuss how you build multi-threaded relationships, drive commercial conversations, manage renewal cycles, and align customer challenges with DataSnipper's AI-driven audit solutions.
- Research DataSnipper: Understand their mission to automate manual audit and finance processes with AI inside Excel, and be prepared to articulate how you can contribute to their growth as a category leader.
Technical preparation
Behavioral questions
Frequently asked questions
- What is the typical career path for an Account Manager at DataSnipper?
- As an Account Manager at DataSnipper, your career can progress through several avenues. Your expertise in driving expansion and retention within existing accounts can lead to senior Account Manager roles, specializing in Enterprise clients, or transition into Sales Leadership positions. Collaboration with Customer Success and Product teams also opens doors to strategic account growth, customer advocacy, or even product marketing roles, leveraging your deep understanding of customer needs and market opportunities.
- How does DataSnipper utilize AI in its Account Management strategy?
- DataSnipper's core product leverages AI directly within Excel to automate audit and finance tasks. For Account Managers, this means understanding and communicating the unique value proposition of AI-powered document analysis and audit evidence processing. Your role involves translating these technical capabilities into tangible business outcomes for clients, identifying expansion opportunities where AI can further streamline workflows and enhance data integrity, thereby driving deeper adoption and revenue growth.
- What kind of professional development is available for Account Managers at DataSnipper?
- DataSnipper offers a flexible and growing organization with ample opportunities for learning and development. As an Account Manager, you can expect ongoing training on our AI solutions, sales methodologies, and market trends. The international working environment and collaboration with driven colleagues provide exposure to diverse perspectives, while opportunities to make an impact in disrupting the finance industry will foster significant professional growth and skill development.
- How does DataSnipper foster a collaborative environment for its Account Managers?
- DataSnipper encourages a collaborative spirit by design. As an Account Manager, you'll work closely with Customer Success to ensure adoption and value realization, partner with Product to relay customer insights, and align with Sales on go-to-market strategies. This cross-functional synergy, combined with multiple social activities for team building, creates a supportive atmosphere where collective success is prioritized.
- What are the key performance indicators for an Account Manager at DataSnipper?
- Key performance indicators for this Account Manager role at DataSnipper revolve around driving revenue growth within your assigned book of business. This includes consistently exceeding targets for upsell and cross-sell opportunities, ensuring high customer retention rates through effective management of the renewal cycle, and increasing product usage and expansion within existing accounts. Accurate forecasting of expansion revenue is also crucial.