P

Pennylane

Unified financial operating system for SMEs

Customer Success Manager Key Accounts - Accounting Firms

Customer SuccessConfirmed live in the last 24 hours
Full-timeRennes, France

About the Job

Requirements

  • At least 5 years of experience in SaaS Customer Success with a good accounting foundation or motivation to develop accounting expertise, or in finance or audit with client relationship management and a commercial dimension.
  • Strong client relationship skills to reassure clients, structure interactions, and maintain a strategic perspective.
  • Assertiveness, including making clear recommendations, exercising diplomacy, and convincing stakeholders.
  • Experience managing a portfolio's customer health and tailored action plans.
  • Ability to analyze data, derive insights, and prioritize actions.
  • Project management skills, including coordinating multiple stakeholders, working rigorously, and operating autonomously.
  • Speak English; proficiency is assessed according to the department.

Responsibilities

  • Manage day-to-day relationships with decision-makers and project teams at partner accounting firms.
  • Build and facilitate governance, including steering committees, adoption committees, follow-up meetings, and local champion communities.
  • Define and execute data-driven adoption plans for firm employees and their clients.
  • Coordinate execution with internal Pennylane experts across Product, Support, Operations, Sales, and other teams.
  • Anticipate customer satisfaction, deployment, and adoption risks, and implement remediation plans.
  • Contribute to the enrollment and use of Pennylane's PA to centralize workflows.
  • Advise accounting firms on client communication, activation, and training.
  • Help incorporate electronic invoicing requirements into client onboarding plans.
  • Monitor execution after deployment and propose corrective actions.
  • Measure employee usage and identify opportunities for improvement.
  • Establish action plans and manage their execution.
  • Maintain trusting relationships, set expectations, and deliver value.
  • Deploy strategic annual or semiannual action plans with partners.

About the Company

Pennylane

Unified financial operating system for SMEs

Pennylane offers a European financial operating system for SMEs and their accountants, bundling invoicing, payments, cash management, bookkeeping, and tax filings in one collaborative platform. It syncs data across modules and adds German localization, e-invoicing infrastructure, and AI-powered copilots to assist accountants. The platform differentiates itself with native European localization and integrated tax/compliance workflows for accountants and firms. Its goal is to become the standard end-to-end financial ops stack for Europe’s SMEs and their accounting partners.

Company size
1,001-5,000
Company stage
Series E
Total funding
$443.9M
Headquarters
Paris, France
Founded
2020

Recently Posted Jobs

Explore more opportunities at Pennylane

See more jobs