Customer Success Manager — Key Accounts, Accounting Firms

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Pennylane

WebsiteLinkedInAll Job Openings

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

• Manage the day-to-day relationship with firm decision-makers and project teams. • Build and run governance: steering committees (COPIL), adoption committees, monitoring bodies, and a local ambassador community. • Define and execute adoption plans (employees + clients) based on data. • Coordinate execution with Pennylane internal experts (Product, Support, Ops, Sales, etc.). • Anticipate risks (satisfaction, rollout, adoption) and implement remediation plans. • Help embed and drive the use of the Pennylane PA to centralize workflows.

🎯 Requirements

• Minimum 5 years of experience • Experience in SaaS Customer Success with a solid accounting background (or motivated to develop this expertise) • Or experience in finance/audit with client relationship management (commercial component) • Excellent client relationship skills: ability to reassure, structure discussions, and gain perspective. • Assertiveness: deliver clear recommendations with diplomacy and the ability to persuade. • Portfolio management (customer health) and ad-hoc action planning. • Data analysis: extract insights and set priorities. • Project management: coordinate multiple stakeholders with rigor and autonomy.

🏖️ Benefits

• A market-leading health insurance plan (Alan Blue and Alan Mind) • Meal vouchers (Swile card) • Between 6 and 12 additional RTT days on top of 5 weeks of paid vacation • Opportunity to improve your English through Busuu • A monthly allowance for all Pennylaners to support working from home or in coworking spaces • Easy access to our offices, located a few minutes from Saint-Lazare in central Paris • An allocation of BSPCE (employee share options) • Access to 8,000 gyms across France and over 300 wellbeing activities via our partner Gymlib • A Mac laptop • We regularly play sports together and come together for company events such as Tech Days (which bring remote Pennylaners together every three months) and an annual company retreat, fostering strong team cohesion for everyone.