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Pennylane

Unified financial operating system for SMEs

Freelance Training Consultant Client Onboarding on Pennylane

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

About the Job

Requirements

  • Experience in an accounting firm environment and knowledge of client onboarding processes at accounting firms.
  • Expertise in the electronic invoicing reform and its related issues.
  • Availability for at least 10 days per month, ability to travel within a defined geographic area of approximately two hours from home, and ability to provide availability six months in advance.
  • Strong interpersonal and teaching skills, including the ability to engage learners empathetically and facilitate their participation in digital transformation.
  • Agility in using Slack, Notion, and Google Workspace.
  • Ability to learn training modules quickly and keep pace with changes to the training offering and electronic invoicing reform.
  • Comfort presenting in person and online, with a reliable internet connection.
  • Willingness to participate in administrative tasks and product monitoring, and to contribute to a community of partner trainers.
  • Experience as a trainer; experience or solid knowledge in the accounting-firm environment for commercial CFO profiles.

Responsibilities

  • Become an expert in the software and deliver training to new accounting firms on the management features of the software.
  • Train accounting firms in client onboarding practices, including preparing to meet a client, managing appointments before, during, and after the meeting, and tracking client portfolios and key performance indicators.
  • Build employees’ skills on strategic issues related to the electronic invoicing reform.
  • Complete the onboarding period, including learning the software, company processes, vision, and tools; independently studying training modules and resources; and completing practice workshops to validate acquired knowledge.
  • Before training, review the firm’s information, needs, and specific requirements; contact the firm, introduce yourself, and send training materials.
  • During training, lead groups of up to 30 people and teach platform knowledge 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 follow-up email summarizing materials covered and answering outstanding questions; and report training information to the pedagogical coordinator when needed.

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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