Full-Time
Customer Success Manager
Medium Accounts
Pennylane
1,001-5,000 employees
Real-time accounting platform for SMBs
No salary listed
Remote in France
Remote
 Customer Experience & Support (1) |
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- At least 2 years of experience in an accounting or audit firm, ideally managing a high-volume portfolio.
- Ability to independently manage a portfolio across multiple fiscal periods.
- Good accounting fundamentals and strong interest in technology and professional transformation.
- Strong interpersonal and teaching skills, with the ability to explain complex topics clearly and persuade stakeholders.
- Organization and prioritization skills in a multi-account, results-oriented environment.
- Strong data literacy, including comfort with adoption and retention key performance indicators and rigorous customer relationship management tracking.
- Ability to speak English; proficiency is assessed and valued according to the department.
- Ability to prioritize high-impact business actions in daily work.
- Manage adoption, satisfaction, retention, and expansion for a portfolio of medium-sized accounting firms with approximately 150 to 300 client files.
- Act as the strategic partner for portfolio firms and support their digital transformation journey through platform adoption, changing professional practices, internal-firm optimization, and additional services for their clients.
- Help structure the team and create customer-success playbooks based on field-identified firm needs.
- Manage portfolio revenue through data-driven account-health monitoring, reduce time-to-value, remove adoption barriers, prevent churn, and identify suitable expansion opportunities.
- Take ownership of the firm relationship after migration and provide a high-value customer experience.
- Assess portfolio firms' maturity, needs, and priorities, and propose a relevant chronological enablement plan to drive adoption, retention, and expansion.
- Identify and remove adoption barriers by engaging internal resources such as training materials and technical support, and ensure proper use of critical features.
- Maintain high customer satisfaction through a proactive approach while holding firms accountable for their value-unlocking actions.
- Guide firms in adopting new professional practices using high-value platform features such as internal management, professional accounts, and additional services.
- Educate firms on regulatory changes, including electronic invoicing reform.
- Guide firms in adopting new platform features as the product evolves.
- Help firms evaluate changes in their profession and new professional use cases.
- Identify expansion opportunities and collaborate with the account-management team to convert them.
- Proactively track success key performance indicators for each stage of the customer journey.
- Monitor account health using a health score and prioritize actions by level of criticality.
- Prevent churn by detecting weak signals such as declining usage, recurring tickets, and dissatisfaction, and by implementing appropriate playbooks using available internal resources.
- Continuously improve customer-success playbooks and processes based on field experience, and contribute to creating new resources.
- Document all activity in Salesforce.
- Represent medium-sized firms internally and provide structured, prioritized feedback to inform the product roadmap and optimize support processes.
- Experience managing a high-volume portfolio in an accounting or audit firm.
- Interest in technology and transformation of the accounting profession.
Pennylane is a financial and accounting platform for SMBs and their accountants that centralizes all financial data in real time. It lets managers manage invoicing, payments, cash flow, and reporting while giving accountants a single production tool. The service is subscription-based and designed to be used by both the company and its external accountant, with real-time visibility and a single source of truth. It targets France and Europe, offering features like sales/purchase management, cash flow forecasting, dashboards, and is a certified Partner Dematerialization Platform (PDP) for upcoming e-invoicing rules.
Company Size
1,001-5,000
Company Stage
Series E
Total Funding
$443.9M
Headquarters
Paris, France
Founded
2020
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Simplify's Take
What believers are saying
- Pennylane raised €175 million on 2026-01-20, funding AI and European expansion.
- The company claims profitability near 2026 year-end, improving employer stability and hiring power.
- Mandatory September 2026 e-invoicing forces SMBs and accountants to adopt compliant platforms quickly.
What critics are saying
- Qonto bought Acasi on 2026-07-03, attacking Pennylane's accountant distribution channel.
- France's 2026 e-invoicing wave invites Cegid and 137 PA operators into Pennylane's core market.
- A platform outage or compliance failure before September 2026 would destroy trust and retention.
What makes Pennylane unique
- Pennylane became France's certified e-invoicing platform, with mandatory September 2026 relevance.
- Its accountant-client workflow unifies bookkeeping, payments, and cash flow in one system.
- 2026 scale matters: 6,000 firms and 800,000 companies create a dense partner moat.
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Benefits
Remote Work Options
Company Equity
Home Office Stipend
Wellness Program
Paid Vacation
Health Insurance
Lunch Credits
Flexible Work Hours
Gym Membership
401(k) Company Match
Growth & Insights and Company News
6 month growth
↑ 2%1 year growth
↑ 0%2 year growth
↑ 0%Qonto and Pennylane, two Paris-based fintechs, operate as both partners and competitors in Europe's SME financial services market. Qonto, founded in 2016 and valued at $5 billion, serves over 600,000 customers across eight European countries with business banking, corporate cards and bookkeeping tools. Pennylane, founded in 2020 and valued at $4.25 billion, has over 800,000 customers using its all-in-one accounting and financial management platform. Whilst both companies integrate with each other's services, they increasingly compete for business. The rivalry will intensify as France introduces mandatory electronic invoicing for B2B transactions in September. Qonto is pursuing a French banking licence to offer lending products, whilst Pennylane recently raised $200 million to fund potential acquisitions. Qonto's managing director emphasises their different customer acquisition strategies, though both target traditional financial incumbents.
The funding round values Pennylane at $4.25bn, according to a report.
Pennylane, a French accounting software startup, has raised $200 million in a funding round led by TCV, with participation from Blackstone Growth and existing investors Sequoia, DST, CapitalG and Meritech. Founded in 2020 by Arthur Waller, Pennylane offers an all-in-one platform combining accounting production, financial management and payments, designed for seamless collaboration between accountants and their clients. The company differentiates itself from competitors like Xero and QuickBooks through its European regulatory focus and partnership approach with accounting firms. The platform features AI-driven automation, real-time financial insights and integrated payment tools. Pennylane now supports 6,000 accounting firms and 800,000 companies, employing 1,000 people. The funding will accelerate AI development and European expansion as the company approaches profitability.
French company Pennylane is negotiating a fresh investment of around $200 million at a $4.25 billion valuation.
Pennylane, a French fintech, has secured a €75 million funding round, doubling its valuation to €2 billion. The company plans to leverage new invoicing regulations and AI to expand, focusing on France before targeting continental Europe. With 4,500 accounting firms and 350,000 SMEs as clients, Pennylane aims to capitalize on France's mandatory e-invoicing reform by 2026. CEO Arthur Waller projects $100 million ARR this year, emphasizing AI's role in enhancing accountant services.