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Pennylane

Unified financial operating system for SMEs

Financial Services Support Specialist

Customer SupportPosted on Nov 9
Full-timeBordeaux, France

About the Job

Requirements

  • Several years of experience in a neobank, online bank, or traditional bank.
  • Strong understanding of the banking system.
  • Previous B2B support experience is required.
  • Comfort handling daily telephone conversations with clients.
  • Availability for rotating schedules adapted to client needs.
  • An interest in technology is beneficial, particularly familiarity with current fintech products.
  • Speak English; proficiency is assessed according to the department.

Responsibilities

  • Serve as a subject-matter and platform expert for clients using Pennylane as their accounting and financial management software.
  • Act as the central point of contact between business-owner clients, their in-house accountants, and the support team; investigate user problems and provide solutions or escalate them to technical teams as needed.
  • Complete the CSM Academy training and develop knowledge of the product, company, vision, and departments during the first three months.
  • Receive, qualify, and respond quickly and effectively to client requests related to financial services during the first three months.
  • Take full ownership of a client portfolio and handle increasingly complex client requests after gaining initial experience.
  • Create and update client help materials to support client independence.
  • Share accounting knowledge and field experience with colleagues.
  • Represent client needs and usage by providing structured feedback to product teams.
  • Identify product improvement opportunities to help the team work more efficiently.
  • Lead projects that support professional growth and team success.
  • Prioritize high-impact business actions in day-to-day work.

Desired Qualifications

  • Direct experience working with business owners, such as providing internal advisory services.

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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