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Pennylane

Unified financial operating system for SMEs

Associate Team Lead Support Financial Services N2 - Financial Services

Customer SupportConfirmed live in the last 24 hours
Full-timeNantes, 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 in a Support team and at least 4 years of experience in management or team support.
  • Ability to analyze, make decisions, and solve problems.
  • Ability to communicate and collaborate, with assertiveness and diplomacy.
  • Ability to provide feedback, teach, and support individuals.
  • Comfort using ticketing and documentation tools, particularly Intercom or Notion.
  • Professional English at B2 level or higher, in writing and speaking, to collaborate with English-speaking contacts and lead multilingual teams.
  • Ability to adapt to a rapidly changing environment.
  • A service mindset and attention to user experience.

Responsibilities

  • Lead team meetings and monitor the team's daily workload.
  • Support agents with their tickets, priorities, and complex situations.
  • Listen to 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 reviews by monitoring workload, prioritizing requests, identifying alerts, and coordinating with other Support teams.
  • Escalate issues related to banking products, processes, or response times from external partners.
  • Contribute to improving processes, documentation, and internal tools.
  • Manage a team of 6 to 12 agents under 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 specific feedback, proposing suitable coaching or training, and tracking progress.
  • Own the team's performance indicators and contribute to Support quality, ensuring new tickets are handled properly and open requests are followed up.
  • Organize the team by preparing and adjusting schedules, anticipating absences, arranging queue and on-call coverage, balancing workload, and escalating staffing or decision needs to the Senior Team Lead.
  • Handle urgent or complex requests occasionally involving the business account, cards, transfers, collections, or capital deposits, and route or escalate them when necessary.
  • Collaborate with other frontline managers to share practices, coordinate priorities, and ensure consistent management continuity.
  • Coordinate with Technical Support, Product, Tech, and Ops teams, as well as BPOs handling Level 1 Support, to communicate priorities, escalate issues, and support 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 established priorities.
  • Put activity action plans in place when needed.

Desired Qualifications

  • Knowledge of banking or financial services.
  • Experience in a SaaS or start-up environment.
  • Experience managing a primarily remote team.
  • Experience collaborating with Product, Tech, or Ops teams, or with external partners.
  • Use of artificial intelligence to optimize 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

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