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Pennylane

Unified financial operating system for SMEs

Financial Services Support Specialist

Customer SupportPosted on Nov 9
Full-time

About the Job

Requirements

  • Have several years of experience at a neobank, online bank, or traditional bank.
  • Have a strong understanding of the banking system.
  • Have prior B2B support experience.
  • Be comfortable speaking with clients by phone daily.
  • Be available to work rotating schedules adapted to client needs.
  • Speak English; proficiency is evaluated according to the department.
  • Be able to work in a constantly changing environment, collaborate with colleagues and stakeholders, and prioritize actions with significant business impact.

Responsibilities

  • Serve as a key contact for clients using Pennylane as their central accounting and financial management software.
  • Act as the central liaison between business-owner clients, their in-house accountants, and the support team; understand the issues users encounter and investigate them.
  • Provide answers or solutions to clients, escalating issues to technical teams when necessary.
  • Complete the CSM Academy training on the product and team processes, and learn about the company, its vision, and departments.
  • Receive, qualify, and respond promptly to customer requests related to financial services.
  • Take ownership of a client portfolio and handle increasingly complex customer requests.
  • Create and update customer help materials to support client independence.
  • Share accounting knowledge and practical experience with colleagues.
  • Represent the customer perspective and share structured feedback with product teams.
  • Identify opportunities to improve product and team efficiency, and lead projects that support team effectiveness and professional growth.

Desired Qualifications

  • Experience working directly with a business owner, for example by providing internal advice.
  • Interest in technology, including 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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