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Pennylane

Unified financial operating system for SMEs

Associate Team Lead Support Financial Services N2

Customer SupportConfirmed live in the last 24 hours
Full-timeLille, France

About the Job

Requirements

  • A minimum Bac+2 or Bac+3 diploma in banking, management, or an equivalent field.
  • At least 2 years of experience in a Support team and at least 4 years of management or team-support experience.
  • Ability to analyze, make decisions, and solve problems.
  • Strong communication and collaboration abilities, with assertiveness and diplomacy.
  • Ability and interest in giving feedback, teaching, and providing individual support.
  • Comfort using ticketing and documentation tools, particularly Intercom or Notion.
  • Professional English at B2 level or higher, spoken and written, to collaborate with English-speaking stakeholders and manage multilingual teams.
  • Ability to adapt to a rapidly changing environment.
  • Service orientation and attention to user experience.

Responsibilities

  • Manage a team of 6 to 12 agents under the Senior Team Lead Support Financial Services, supporting their work, development, and professional well-being.
  • Provide individual support to employees who need help with response quality or request-handling efficiency by analyzing situations, giving specific feedback, offering appropriate coaching or training, and following progress.
  • Own the team's performance indicators and contribute to support quality, ensuring new tickets are handled properly and ongoing requests are followed up.
  • Organize the team by preparing and adjusting schedules, anticipating absences, arranging queue and duty coverage, balancing workload, and reporting staffing needs or decisions to the Senior Team Lead.
  • Occasionally handle urgent or complex requests concerning the Compte Pro, cards, transfers, collections, or capital deposits, and direct or escalate them as needed.
  • Collaborate with other frontline managers to share practices, coordinate priorities, and ensure consistent management continuity.
  • Coordinate with Technical Support, Product, Tech, and Ops teams, and with the BPO providers handling Level 1 Support, to share priorities, raise issues, facilitate escalations, and maintain continuity of support.
  • Collaborate with banking partners, including Swan.
  • Identify and propose improvements to Support processes, tools, documentation, and working practices, and help implement them according to defined priorities.
  • Create action plans for operations when needed.
  • Lead team meetings and monitor daily workload.
  • Support agents with their tickets, priorities, and complex situations.
  • Review or analyze conversations and provide constructive feedback.
  • Track performance and quality metrics, including first response time, intermediate response time, resolution time, customer satisfaction, and volume handled.
  • Participate in operational review routines by monitoring workload, prioritizing requests, identifying alerts, and coordinating with other Support teams.
  • Report issues related to banking products, processes, or external partner response times.
  • Contribute to improving processes, documentation, and internal tools.

Desired Qualifications

  • Knowledge of banking or financial services.
  • Experience in a SaaS or startup environment.
  • Experience managing a primarily remote team.
  • Experience collaborating with Product, Tech, Ops, or external partners.
  • Use of artificial intelligence to optimize work tasks.

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

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