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Pennylane

Unified financial operating system for SMEs

Finance and Digitalization Consultant - Accounting & Taxation

Customer SuccessConfirmed live in the last 24 hours
Full-timeRemote

About the Job

Requirements

  • Have 2–5 years of professional experience in accounting, account management, or a similar customer-facing role, ideally in an accounting firm or alternatively in SaaS or fintech.
  • Have completed vocational training as a tax clerk, tax specialist, or tax advisor, or have studied finance.
  • Have a deep understanding of the financial, invoicing, and accounting needs of businesses and/or tax advisors.
  • Be able to communicate effectively, demonstrate empathy, and explain complex matters simply.
  • Be proactive and solution-oriented, and be prepared to help build processes from the ground up as part of an early-stage team in Germany.
  • Be willing to travel to the Paris headquarters for onboarding and visit customers within Germany about once a month.
  • Have business-fluent German at C2 level or native-speaker level, and fluent English for collaboration with the international team.
  • Have English proficiency assessed according to the department; be willing to work in a continuously changing environment; collaborate with the team and other stakeholders; and have sufficient experience to prioritize daily tasks according to business needs.

Responsibilities

  • Manage the complete onboarding of new business and accounting-firm customers onto the Pennylane platform, ensuring they quickly receive maximum value from the solution.
  • Serve as the primary contact for existing customers, maintain trusted relationships, identify upsell opportunities, and ensure customers use Pennylane effectively to meet their business goals.
  • Conduct regular health checks and reviews to maximize customer satisfaction and retention and prevent churn.
  • Work closely with the German sales team and management to optimize processes, provide feedback on product requirements, and contribute to Pennylane’s strategic growth in Germany.
  • Develop expertise in Germany’s finance and accounting landscape and share that knowledge with customers.

Desired Qualifications

  • Experience in an accounting firm, or alternatively in SaaS or fintech.

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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