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Pennylane

Unified financial operating system for SMEs

Financial Services Support Specialist

Customer SupportPosted on Nov 9
Full-timeLyon, France

About the Job

Requirements

  • Several years of experience at a neobank, online bank, or traditional bank.
  • A strong understanding of the banking system.
  • Previous B2B support experience is required.
  • Comfort handling daily telephone conversations with clients.
  • Availability to work rotating schedules adapted to client needs.
  • Ability to speak English; proficiency is assessed according to the department.

Responsibilities

  • Act as the primary contact for clients using Pennylane as their central accounting and financial management software.
  • Serve as the central liaison between business-owner clients, their in-house accountants, and the support team.
  • Communicate with users daily to understand the problems they encounter.
  • Investigate customer issues and provide an answer or solution, escalating problems to technical teams when necessary.
  • Complete the CSM Academy and continuously learn the product and the team’s processes during the first three months.
  • Learn about the company, its vision, and its departments.
  • Identify stakeholders and collaborate effectively within the team and across departments.
  • Receive, qualify, and respond quickly and effectively to customer requests related to financial services.
  • Take full ownership of a customer portfolio and handle increasingly complex customer requests after onboarding.
  • Contribute to creating and updating customer help materials to support customer self-sufficiency.
  • Share accounting knowledge and practical experience with colleagues.
  • Represent customer needs and usage, and provide well-developed feedback to product teams.
  • Identify improvement opportunities to increase team efficiency as a product expert.
  • Lead projects that support professional development and team goals.

Desired Qualifications

  • Experience working directly with business owners, such as through internal consulting.
  • Interest in technology and familiarity with current fintech products.

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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