Fintech Onboarding Manager – Accounting & Tax

Job not on LinkedIn

🔥 5 minutes ago

🇩🇪 Germany – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🚀 Onboarding Specialist

👻 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

• Complete onboarding of new corporate customers and accounting firms to the Pennylane platform • Ensure customers quickly realize the maximum value from the solution • Serve as the primary point of contact for existing customers • Build and maintain trusted customer relationships • Identify upsell opportunities • Ensure customers use 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 • Develop product expertise 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 • Ideally experience in an accounting firm environment, or alternatively in SaaS or fintech • Completed training as a tax clerk (Steuerfachangestellter), tax specialist (Steuerfachwirt), tax advisor, or a degree in finance • Deep understanding of the needs of businesses and/or tax advisors regarding finance, invoicing, and bookkeeping • Strong communication skills and empathy • Talent for explaining complex topics in simple terms • Proactive, solution-oriented, hands-on mentality • Willingness to help build processes from the ground up in an early-stage team • Willingness to travel to the Paris headquarters for onboarding and for regular customer visits in Germany, approximately once per month • Business-level German (C2 or native) • Fluent English • Enthusiasm for a changing work environment • High willingness to collaborate • Sufficient experience to align daily tasks with business priorities

🏖️ Benefits

• 30 days of paid vacation provided by Pennylane • Competitive compensation package • Company equity • Budget for a more comfortable home workspace • Monthly allowance for a coworking space • Berlin office for regular use • Access to Busuu to improve English or French • Latest Apple equipment • Regular company events, including Tech Days every 3 months and an annual company seminar • Remote work from your residence in Germany • Regular work from other European countries possible, provided the time difference to CET is no more than two hours

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