Onboarding Manager, Accounting

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🕒 July 3

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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

• Welcome and frame the firm • Lead the kickoff meeting: objectives, scope, milestones, roles (sponsor, internal contacts). • Assess the context: firm size and organization, business priorities, calendar constraints. • Provide the training kit and enroll participants in Pennylane group sessions. • Prepare and facilitate “first steps” workshops focused on key workflows (bookkeeping, review, VAT, period‑end closing). • Monitor participation and follow up with teams until the expected level is achieved. • Define prerequisites and checklists; establish a simple dated schedule. • Organize short, regular unblock sessions; respond promptly to questions. • Centralize feedback, handle straightforward issues, and escalate technical topics to the relevant teams (Migration, Support, Product). • Maintain a dashboard: progress, adoption, incidents, risks. • Produce clear minutes after each meeting; record decisions. • Prepare the handover package for the team responsible for long‑term adoption follow‑up. • Equip the sponsor and internal contact with communication tools for staff. • Collect field feedback and continuously improve materials (FAQ, guides, templates).

🎯 Requirements

• Experience at an accounting firm with at least 3 full fiscal periods. • Hands‑on experience with cycles: bookkeeping, review, VAT, period‑end closing. • Experience in client support or training is a plus. • Comfortable with collaboration tools (Google Workspace), tracking tools (spreadsheets, shared boards) and remote communication tools (video conferencing, messaging). • Personal qualities: professional credibility, service orientation, reliability, and a drive for continuous improvement.

🏖️ Benefits

• One of the market’s top health plans (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 via Busuu • A monthly allowance for all Pennylaners to support working from home or coworking • Easy access to our offices, located a few minutes from Saint‑Lazare in the heart of Paris • A BSPCE allocation (stock options) • Access to 8,000 gyms across France and over 300 wellness activities via our partner Gymlib • A Mac • We do many sports together and regularly come together for company events such as Tech Days (bringing remote Pennylaners together every 3 months) and our annual company offsite, which fosters strong team cohesion.