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Pennylane

Unified financial operating system for SMEs

Associate Team Lead Support Financial Services N2

Customer SupportConfirmed live in the last 24 hours
Full-timeÎle-de-France, France

About the Job

Requirements

  • A minimum Bac+2 or Bac+3 diploma in banking, management, or an equivalent field.
  • At least 2 years of experience in a Support team and at least 4 years of experience in management or team coaching.
  • Strong analysis, decision-making, and problem-solving abilities.
  • Strong communication and collaboration abilities, with assertiveness and diplomacy.
  • Ability to use ticketing and documentation tools, particularly Intercom or Notion.
  • Professional English at B2 level or higher, written and spoken, to collaborate with English-speaking colleagues and lead multilingual teams.
  • Ability to adapt to a fast-changing environment.
  • Service orientation and attention to user experience.

Responsibilities

  • Lead a team of 6–12 agents under the Senior Team Lead Support Financial Services, supporting their work, progress, and professional development.
  • Provide individual support to employees who need help with response quality or request-handling efficiency by analyzing situations, giving specific feedback, proposing coaching or suitable training, and monitoring progress.
  • Own team performance indicators and contribute to support quality, ensuring new tickets are handled promptly and ongoing requests are followed up.
  • Organize the team by preparing and adjusting schedules, anticipating absences, arranging coverage of queues and on-call shifts, balancing workload, and escalating staffing needs or decisions to the Senior Team Lead.
  • Handle urgent or complex requests occasionally concerning the Pro Account, cards, transfers, collections, or capital deposits, and route or escalate them when necessary.
  • Collaborate with other frontline managers to share practices, coordinate priorities, and ensure consistent management coverage.
  • Liaise with Technical Support, Product, Tech, and Operations teams, as well as BPO providers handling Level 1 Support, to share priorities, raise issues, and facilitate escalations and continuity of support.
  • Collaborate with banking partners, including Swan.
  • Identify and propose improvements to Support processes, tools, documentation, and ways of working, and contribute to implementing them according to defined priorities.
  • Establish activity action plans when needed.
  • Lead team check-ins and monitor daily workload.
  • Support agents with tickets, priorities, and complex situations.
  • Review or analyze conversations and provide constructive feedback.
  • Monitor performance and quality metrics, including first response time, intermediate response time, resolution time, customer satisfaction, and volume handled.
  • Participate in operational management routines by tracking workload, prioritizing requests, identifying alerts, and coordinating with other Support teams.
  • Escalate issues related to banking products, processes, or response times from external partners.
  • Contribute to improving processes, documentation, and internal tools.

Desired Qualifications

  • Knowledge of banking or financial services.
  • Experience in a SaaS or startup environment.
  • Experience managing a primarily remote team.
  • Experience collaborating with Product, Tech, Operations teams, or external partners.
  • Experience using AI to optimize tasks.

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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