Account Manager - Expansion

DataSnipper; New York (NY); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Flexible paid time off

Comprehensive medical and dental coverage

401K match

Paid parental leave

Company-sponsored lunch

Access to mental health support

Job summary

DataSnipper is seeking an Account Manager based in New York, NY. The successful candidate will own a book of existing business and be responsible for driving revenue through cross-sell, upsell, and expansion efforts. This role requires strong relationship-building skills and the ability to thrive in a fast-paced, high-growth environment. Key offerings include excellent salary, medical, dental coverage, and a hybrid work model with flexible paid time off. Come join us in redefining the finance industry!

Qualifications

• 2–3+ years of experience in account management or sales focused on driving expansion.
• Proven success in upselling, cross-selling, and developing growth strategies in software/SaaS.
• Excellent commercial and strategic acumen.

Responsibilities

• Own and grow a portfolio of existing customers across Mid-Market and Enterprise segments.
• Build deep relationships and uncover whitespace to expand product usage.
• Drive upsell and cross-sell opportunities aligned to customer priorities.

Skills

Account management

Sales

Upselling

Cross-selling

Growth strategies

Job description

Account Manager

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
• 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