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Pennylane

Unified financial operating system for SMEs

Finance and Digitalization Consultant

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 advantageous.
  • Have completed vocational training as a tax clerk, tax specialist, or tax advisor, or have studied finance.
  • Have a deep understanding of the financial, invoicing, and accounting needs of businesses and/or tax advisors.
  • Communicate effectively, show empathy, and explain complex matters simply.
  • Be proactive and solution-oriented, and be willing to help shape processes from the ground up in an early-stage German team.
  • Be willing to travel to the Paris headquarters for onboarding and visit customers in Germany regularly, approximately once a month.
  • Have business-fluent German at C2 level or as a native speaker, and fluent English for collaboration with the international team.
  • Be able to work in a changing environment, collaborate with teammates and stakeholders, and have enough experience to prioritize daily tasks according to business needs.

Responsibilities

  • Lead the full onboarding of new business and tax-advisory customers onto the Pennylane platform, helping them quickly gain the greatest possible value from the solution.
  • Serve as the primary contact for existing customers, maintain trusted relationships, identify upsell opportunities, and ensure 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 into a product expert on Germany's finance and accounting landscape and share that expertise 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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