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Pennylane

Unified financial operating system for SMEs

Senior KMU Onboarding Specialist

Customer SuccessUpdated on Nov 14
Full-timeRemote

About the Job

Requirements

  • At least 8 years of professional experience in accounting, financial management, corporate finance, or a comparable in-house role.
  • A completed degree focused on finance, accounting, or business administration, or alternatively completed training as a tax clerk, further qualification as a tax specialist, or a comparable accounting qualification.
  • Knowledge of the German market and SME financial-management needs, including accounting, invoicing, and day-to-day financial processes.
  • German proficiency at native or C2 level and fluent English for working with international teams.
  • Willingness to travel to the Paris headquarters for onboarding and occasionally visit customers in Germany, approximately once a month.

Responsibilities

  • Guide new SME customers and their tax advisory firms through the entire onboarding process, ensuring a smooth start and rapid adoption of the platform.
  • Serve as the primary contact for existing SME customers, build trusted relationships, identify opportunities for additional features and broader platform use, and help customers achieve business and financial goals.
  • Review customers’ success with the platform and support needs in regular conversations, improve satisfaction and platform use, and identify potential churn early.
  • Work closely with the German sales team and local leadership team to improve processes, consolidate product feedback, and advance growth in Germany.
  • Build expertise in the platform and the German financial and accounting landscape, and share knowledge and proven practices with SME customers.

Desired Qualifications

  • Experience in a B2B SaaS environment, fintech, or tax advisory firm is a plus.
  • Practical experience with financial processes, invoicing, or accounting workflows is ideal.

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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