Onboarding Project Manager – 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

• Welcome and scope alignment with the accounting firm • Lead the kickoff meeting: objectives, scope, milestones, roles • Identify the firm’s key contacts and sponsor • Clarify scheduling constraints and establish the foundations for a structured collaboration from the very first exchange • Deliver the training kit and enroll teams in Pennylane group sessions • Run "first steps" workshops focused on key workflows: bookkeeping, review, VAT, and closing • Monitor participation, follow up with teams, and ensure everyone gets on board • Define prerequisites and set a dated, realistic schedule • Organize short, regular issue-resolution sessions • Centralize feedback: handle items within your remit and escalate technical topics to the right teams (Migration, Support, Product) • Maintain a dashboard: progress, adoption, incidents, risks • Produce clear, actionable minutes after each follow-up meeting • Prepare a structured handover pack for the team responsible for long-term support • Equip the sponsor and internal point of contact to communicate the correct information to their teams • Collect field feedback and identify points of friction • Contribute to continuous improvement of materials: FAQs, practical guides, and document templates

🎯 Requirements

• Experience in an accounting firm covering at least three full fiscal cycles — you understand the cycles from the inside: bookkeeping, review, VAT, and year‑end closing • Experience in client support or training is a strong plus • Comfortable with collaborative tools: Google Workspace, shared spreadsheets, videoconferencing, and asynchronous messaging • Professional credibility: firms treat you as an equal; you understand their challenges without needing everything explained • Service orientation and reliability: you deliver what you commit, within the timelines you set • A drive for continuous improvement: every onboarding is an opportunity to learn and improve

🏖️ Benefits

• Health insurance among the best on the market (Alan Blue and Alan Mind) • Meal vouchers (Swile card) • Between 6 and 12 RTT days (additional time off) on top of 5 weeks of paid vacation • Opportunity to improve your English with Busuu • A monthly allowance for all Pennylaners to support working from home or from a coworking space • Easily accessible offices a few minutes from Saint‑Lazare in the heart of Paris • An allocation of BSPCE (equity) • 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 gather around company events such as Tech Days (which bring remote Pennylaners together every 3 months) and our annual company retreat, fostering strong team cohesion