P

Pennylane

Unified financial operating system for SMEs

Associate Team Lead Support Financial Services Niveau 2 - Financial Services

Customer SupportConfirmed live in the last 24 hours
Full-timeMarseille, 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 within a Support team and at least 4 years of experience in management or team support.
  • Strong analysis, decision-making, and problem-solving abilities.
  • Comfort using ticketing and documentation tools, particularly Intercom or Notion.
  • Professional English at a minimum B2 level, written and spoken, 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

  • Lead team meetings and monitor daily workload.
  • Support agents with tickets, priorities, and complex cases.
  • Review or analyze conversations and provide constructive feedback.
  • Monitor performance and quality indicators, including first response time, intermediate response time, resolution time, customer satisfaction, and volume handled.
  • Participate in operational management routines by monitoring workload, prioritizing requests, identifying alerts, and coordinating with other Support teams.
  • Escalate issues related to banking products, processes, or external partner response times.
  • Contribute to improving processes, documentation, and internal tools.
  • Manage a team of 6 to 12 agents under the supervision of the Senior Team Lead Support Financial Services, supporting their work, progress, and professional development.
  • Provide individual support to employees who need help with response quality or request-handling efficiency by analyzing situations, giving concrete feedback, proposing suitable coaching or training, and tracking progress.
  • Own team performance indicators and contribute to Support quality, while ensuring new tickets are handled appropriately and ongoing requests are followed up.
  • Organize the team by preparing and adjusting schedules, anticipating absences, arranging coverage of queues and on-call shifts, balancing workloads, and raising staffing or prioritization needs to the Senior Team Lead.
  • Occasionally handle urgent or complex requests involving the Compte Pro, cards, transfers, collections, or capital deposits, and route or escalate them as needed.
  • Collaborate with other team managers to share practices, coordinate priorities, and maintain consistent management coverage.
  • Work with Technical Support, Product, Tech, and Ops teams, as well as BPO providers handling Level 1 Support, to share priorities, raise issues, and facilitate escalations and continuity of service.
  • Collaborate with banking partners, including Swan.
  • Identify and propose improvements to Support processes, tools, documentation, and ways of working, and help implement them according to priorities.
  • Set up activity action plans when needed.

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 teams, or external partners.
  • Using AI 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

Recently Posted Jobs

Explore more opportunities at Pennylane

See more jobs