Customer Success Manager – Accounting & Taxation

🕒 August 20

🇩🇪 Germany – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🏆 Customer Success

👻 Ghost score 19%

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Pennylane

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2020

💸 Finance

🏢 Enterprise

Finance • Enterprise

Pennylane is a company that provides financial and accounting services. It serves businesses by integrating financial management tools and offering a comprehensive platform that combines financial data and accounting services to streamline business 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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