← DataSnipper
DataSnipper role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
AI-powered software that automates audit work, like testing and documenting evidence, inside Excel.
Who you'd be calling
Audit partners, audit managers, finance and internal audit leaders at accounting firms and large companies.
Your opener
“Hi Michael, this is Sam from DataSnipper. I'm calling audit leaders because a lot of teams are looking to cut the manual work in busy season. Can I ask how your team handles document testing today?”
Problems you solve for them
- Audit teams spend hours on manual tick-and-tie and evidence matching
- Busy season burnout and hard-to-hire staff
- Errors and inconsistency in manual documentation
Discovery questions to ask
- How much of your team's time goes to matching documents and evidence by hand?
- What tools do your auditors use to document testing right now?
- What would you do with the time back during busy season?
Objections they'll throw at you
“I'm in the middle of something.”
→ No worries, I'll keep it short. Is there a better time this week for a quick two-minute call?
“Not interested.”
→ Fair enough. Is manual testing just not a pain for your team, or is it something you've learned to live with?
“We already use Excel and our own templates.”
→ Makes sense, and most of our users stay in Excel too. Would it be worth a quick look at how it speeds up the tedious parts you already do there?
“Just send me an email.”
→ Of course. Who on your team handles audit tools, so I can send it to the right person as well?
Competitors worth knowing
MindBridge, Caseware, Workiva
Interview tips for this company
- Learn a little audit vocabulary (evidence, testing, busy season, tick-and-tie) so you sound credible with accountants.
- The job is in New York City, so expect questions about how you handle rejection and learn fast in a scale-up.
Written from public information about DataSnipper to help you practice. Ask an insider what their role play looked like; it's the best prep there is.