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Pennylane

Unified financial operating system for SMEs

Fintech Onboarding Manager & Consultant - Buchhaltungs-und Steuerthemen

Customer SuccessConfirmed live in the last 24 hours
Full-timeRemote

About the Job

Requirements

  • Two to five years of professional experience in accounting, account management, or a similar customer-facing role; experience in an accounting firm, SaaS, or fintech is advantageous.
  • Completed vocational training as a tax clerk, tax specialist, or tax advisor, or university studies in finance.
  • Deep understanding of businesses’ and/or tax advisors’ needs relating to finance, invoicing, and accounting.
  • Strong communication skills and empathy, with the ability to explain complex matters simply.
  • Proactive and solution-oriented approach, and readiness to help build processes from the ground up.
  • Willingness to travel to the Paris headquarters for onboarding and to visit customers within Germany approximately once a month.
  • Business-fluent German at C2 level or native proficiency, and fluent English for collaboration with the international team.
  • English proficiency, assessed according to the department applied to.
  • Sufficient experience to prioritize day-to-day tasks according to business priorities.

Responsibilities

  • Manage the full onboarding of new business and tax-advisor clients onto the Pennylane platform, ensuring they quickly realize the greatest possible value from the solution.
  • Serve as the primary contact for existing customers, build trusted relationships, identify upsell opportunities, and help customers use Pennylane effectively to achieve their business goals.
  • Conduct regular health checks and reviews to maximize customer satisfaction and retention and prevent churn.
  • Work closely with the German sales team and management to optimize processes, provide feedback on product requirements, and contribute to Pennylane’s strategic growth in Germany.
  • Develop expertise in Germany’s finance and accounting landscape and share that knowledge with customers.

Desired Qualifications

  • Experience in an accounting-firm environment or, alternatively, in SaaS or fintech.

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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