Customer Success Manager – Accounting & Taxation

Job not on LinkedIn

🔥 5 minutes ago

🇩🇪 Germany – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🏆 Customer Success

👻 Ghost score 10%

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🗣️🇩🇪 German Required

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Logo of Pennylane

Pennylane

501 - 1000 employees

Founded 2020

☁️ SaaS

💳 Fintech

🤝 B2B

SaaS • Fintech • B2B

Pennylane is a French SaaS platform that centralizes financial management, accounting, invoicing, expense management, treasury and business banking features for small and medium-sized businesses, independents and accounting firms. It provides an integrated dashboard, automated workflows, bank account and corporate cards, invoice and payment tools, and native integrations with accounting and payments partners to streamline bookkeeping and cashflow operations.

📋 Description

• Act as the voice of customers in Germany and own their success with the Pennylane platform • Fully onboard new corporate customers and tax firms onto the Pennylane platform • Ensure customers realize maximum value from the solution as quickly as possible • Serve as the primary point of contact for existing customers • Build and maintain trusted customer relationships • Identify upsell opportunities • Support customers in using Pennylane optimally to achieve their business goals • Conduct regular health checks and reviews • Maximize customer satisfaction and retention and prevent churn • Work closely with the German sales team and management • Optimize processes • Provide feedback on product requirements • Contribute to Pennylane's strategic growth in Germany • Become a product expert for the German finance and accounting landscape and share knowledge with customers

🎯 Requirements

• 2–5 years of professional experience in accounting, account management, or a similar customer-facing role • Preferably experience in a tax firm environment or alternatively in SaaS or fintech • Completed training as a tax clerk, tax specialist, or tax advisor, or a degree in finance • Deep understanding of the needs of businesses and/or tax advisors regarding finance, invoicing, and accounting • Excellent communication skills and empathy • Ability to explain complex matters clearly and simply • Proactive, solution-oriented hands-on mentality • Willingness to shape processes from the ground up • Willingness to travel for onboarding at the Paris HQ and for regular customer visits within Germany, approximately once a month • Native or C2-level German • Fluent English • Enthusiasm for a fast-changing work environment • Highly collaborative • Sufficient experience to prioritize daily tasks according to business needs

🏖️ Benefits

• 30 paid vacation days provided by Pennylane • Competitive compensation package • Equity in the company • Home office equipment budget • Monthly allowance for a coworking space • Access to Busuu to improve English or French • Latest Apple hardware • Regular company events such as Tech Days and an annual company seminar • Remote work from your residence in Germany • Regular work from elsewhere in Europe is possible, provided the time difference to CET is no more than two hours • Berlin office available for regular on-site work

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