P

Pennylane

Unified financial operating system for SMEs

Financial Services Support Specialist

Customer SupportPosted on Nov 9
Full-timeRouen, 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.
  • Comfort with daily telephone conversations with clients.
  • Availability to work rotating schedules adapted to client needs.
  • Speak English; proficiency is assessed according to the department applied to.

Responsibilities

  • Serve as the primary contact for clients using Pennylane as their central accounting and financial management software.
  • Act as the central liaison between client business leaders, their in-house accountants, and the support team.
  • Communicate with users daily and investigate the problems they encounter.
  • Provide an answer or solution after investigating a client issue, or escalate it to technical teams when necessary.
  • Complete training on the product and team during the first three months, and learn about the company, its vision, departments, stakeholders, and collaboration practices.
  • Receive, qualify, and respond quickly and effectively to client requests related to financial services during the first three months.
  • Take full ownership of a client portfolio and handle increasingly complex client requests after four to six months.
  • Create and update customer help materials to support client independence.
  • Share accounting knowledge and practical experience with colleagues.
  • Represent the customer voice and share structured feedback with product teams.
  • Develop product expertise and identify opportunities to improve team efficiency.
  • Lead projects that support professional development and improvement.

Desired Qualifications

  • Experience working directly with a business leader, such as through internal consulting.
  • 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

Recently Posted Jobs

Explore more opportunities at Pennylane

See more jobs