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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-timeLyon, 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.
  • Strong analysis, decision-making, and problem-solving abilities.
  • Comfort using ticketing and documentation tools, particularly Intercom or Notion.
  • Professional English at minimum B2 level, written and spoken, to collaborate with English-speaking contacts and lead multilingual teams.
  • Ability to adapt to a rapidly changing environment.
  • Service orientation and attention to user experience.

Responsibilities

  • Lead a team of 6–12 agents under the supervision of the Senior Team Lead Support Financial Services, supporting their daily work, progress, and professional development.
  • Provide individual support to employees who need help with response quality or request-handling efficiency by analyzing situations, giving concrete feedback, proposing appropriate coaching or training, and tracking progress.
  • Own the team's performance indicators and contribute to support quality while ensuring new tickets are handled promptly and open requests are followed up.
  • Organize the team by preparing and adjusting schedules, anticipating absences, arranging queue and on-call coverage, balancing workloads, and escalating staffing needs or decisions to the Senior Team Lead.
  • Occasionally handle urgent or complex requests concerning the Compte Pro, cards, transfers, collections, or capital deposits, and route or escalate them when needed.
  • Work closely with other frontline managers to share practices, coordinate priorities, and maintain consistent management coverage.
  • Coordinate with Technical Support, Product, Tech, and Ops teams, as well as outsourced Level 1 Support providers, to share priorities, raise issues, and facilitate escalations and continuity of service.
  • Collaborate with banking partners, including Swan.
  • Identify and propose improvements to Support processes, tools, documentation, and ways of working, and contribute to implementing them according to priorities.
  • Set up activity action plans when needed.
  • Run team check-ins and monitor daily workload.
  • Support agents with tickets, priorities, and complex situations.
  • Review or analyze conversations and provide constructive feedback.
  • Track performance and quality metrics, including first response time, intermediate response time, resolution time, customer satisfaction, and volume handled.
  • Participate in operational routines to monitor workload, prioritize requests, identify alerts, and coordinate with other Support teams.
  • Raise issues involving banking products, processes, or response times from external partners.
  • Contribute to improving processes, documentation, and internal tools.

Desired Qualifications

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