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Pennylane

Unified financial operating system for SMEs

Consultant Finance and Digitalization - Fintech SaaS Scale-Up

Customer SuccessConfirmed live in the last 24 hours
Full-timeRemote

About the Job

Requirements

  • Have 2–5 years of professional experience in accounting, account management, or a similar customer-facing role; experience in an accounting firm, SaaS, or fintech is ideal.
  • Have completed training as a tax clerk, tax specialist, or tax advisor, or have studied finance.
  • Have a deep understanding of businesses' and/or tax advisors' needs concerning finance, invoicing, and accounting.
  • Have strong communication skills, empathy, and the ability to explain complex matters simply.
  • Be proactive, solution-oriented, and ready to help shape processes from the ground up as part of an early-stage team in Germany.
  • Be willing to travel to the Paris headquarters for onboarding and visit customers within Germany approximately once a month.
  • Have German proficiency at C2 level or native-speaker level and fluent English for collaboration with the international team.
  • Have sufficient experience to prioritize daily tasks according to business needs.

Responsibilities

  • Lead the complete onboarding of new business and tax-advisory customers to the Pennylane platform, ensuring they quickly gain maximum 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.

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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