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Pennylane

Unified financial operating system for SMEs

Financial Services Support Specialist

Customer SupportPosted on Nov 9
Full-timeMarseille, FranceNo salary listed

About the Job

Requirements

  • Several years of experience working at a neobank, online bank, or traditional bank.
  • A strong understanding of the banking system.
  • Previous B2B support experience is required.
  • Comfort communicating with clients by phone on a daily basis.
  • Availability to work rotating schedules adapted to client needs.
  • English proficiency; the level is assessed according to the department.

Responsibilities

  • Act as the primary contact for clients using Pennylane as their central accounting and financial management software.
  • Serve as the central liaison between business-owner clients, their in-house accountants, and the support team.
  • Investigate user issues, provide answers or solutions, and escalate issues to technical teams when necessary.
  • Complete onboarding and continuous training on the product and team processes during the first three months.
  • Receive, qualify, and respond promptly to client requests related to financial services during the initial training period.
  • Take full ownership of a client portfolio and handle increasingly complex client requests.
  • Create and update customer-help materials to build client autonomy.
  • Share accounting knowledge and field experience with colleagues.
  • Represent customer needs and usage by sharing structured feedback with product teams.
  • Identify opportunities to improve the product and increase team efficiency.
  • Lead projects that support professional development and team success.

Desired Qualifications

  • Experience working directly with business owners, such as providing internal consulting.
  • Interest in technology and familiarity with current fintech products.

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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