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Pennylane

Unified financial operating system for SMEs

Freelance Consultant in Client Onboarding Training

Corporate & Technical TrainingConfirmed live in the last 24 hours
Full-timeRemote in FranceNo salary listed

About the Job

Requirements

  • Possess knowledge of client onboarding at accounting firms and understand the issues related to the electronic invoicing reform.
  • Be available at least 10 days per month for training and able to travel within a defined geographic area, approximately two hours from home.
  • Provide availability six months in advance and be willing to travel within defined time limits.
  • Demonstrate strong interpersonal and teaching skills, engaging learners empathetically and in an accessible way to support their participation in digital transformation.
  • Use Pennylane's digital tools, including Slack, Notion, and Google Workspace.
  • Learn training modules quickly, adapt to changes in training offerings, and master the issues related to the electronic invoicing reform.
  • Be comfortable presenting in person and online, with a reliable internet connection.
  • Participate in administrative tasks and product monitoring to stay informed about platform updates and contribute to the partner trainer community.
  • Have a solid knowledge of, or initial experience in, the accounting-firm environment; the target profile includes commercial finance directors (DAF commerciaux).
  • Have experience as a trainer.

Responsibilities

  • Become an expert in the Pennylane software and deliver training to new accounting firms so they can gain value from the tool.
  • Train accounting firms on the software's financial management features.
  • Train accounting firms to develop their client onboarding practices, including preparing for client meetings, managing meetings before, during, and after, and tracking portfolios and key performance indicators.
  • Deliver training on the strategic issues associated with the electronic invoicing reform.
  • Before training, review the firm's information, needs, and specific circumstances; contact the firm to introduce yourself and send training materials.
  • Lead training groups of up to 30 people, teaching the platform so new users can acquire and update their skills.
  • Understand learners' requests and clarify their needs.
  • After training, ensure learners complete administrative tasks, including attendance records and knowledge and satisfaction questionnaires.
  • Send a post-training email summarizing the materials covered and answering outstanding questions.
  • Report training-related information to the pedagogical coordinator when necessary.
  • Complete the onboarding period by learning the software, company processes, vision, and tools; study the training modules independently using provided resources; attend practice workshops and validate the required learning stages.

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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