Finanz- und Digitalisierungsberatung (w/m/d) - Buchhaltungs- oder Steuerthemen

1 month, 1 week ago
Full-time
Mid Level
Customer and Technical Support
Pennylane

Pennylane

Pennylane offers an all-in-one financial management and accounting platform designed for business leaders and their accountants, enabling them to efficiently manage their finances and accounting in one place while focusing on their core business activi...

Diversified Financial Services
251-1K
Founded 2020
$97M raised

Description

  • Lead end-to-end onboarding of new customers (both companies and tax advisory firms) to the Pennylane platform and ensure rapid time-to-value.
  • Serve as the primary point of contact for existing customers, building and maintaining trusted relationships.
  • Identify upsell and expansion opportunities and coordinate renewal/expansion conversations with customers.
  • Conduct regular health checks and reviews to maximize customer satisfaction, prevent churn, and improve retention.
  • Collaborate closely with the German Sales team and management to optimize processes and support Pennylane’s strategic growth in Germany.
  • Provide customer-driven product feedback and contribute requirements to the product and engineering teams.
  • Develop and share domain expertise on the German finance, invoicing, and accounting landscape to advise customers effectively.
  • Participate in internal projects and help design and implement processes as part of the early-stage German team.

Requirements

  • Minimum 3 years of professional experience in accounting, account management in tax firms, or a similar customer-facing role, ideally in SaaS or fintech.
  • Deep understanding of the needs of companies and/or tax advisors regarding finance, invoicing, and accounting.
  • Strong communication skills, high empathy, and the ability to explain complex topics simply.
  • Hands-on, proactive, solution-oriented mindset with a willingness to shape processes from the ground up in an early-stage team.
  • Native-level or C2 German and fluent English for collaboration with the international team.
  • Ability to work remotely from a residence in Germany (regular work from other European countries possible if time zone difference to CET is at most 2 hours).
  • Enthusiasm for a fast-changing work environment and high collaboration readiness across teams.
  • Sufficient experience to align daily tasks with business priorities and contribute to strategic initiatives.

Benefits

  • Remote work from your residence in Germany, with the option to work regularly from parts of Europe if the time difference to CET is max 2 hours.
  • 30 paid vacation days per year.
  • Competitive compensation package.
  • Company equity (shares) to participate in company success.
  • Home office setup budget plus a monthly coworking space allowance.
  • Latest Apple equipment provided.
  • Access to Busuu for English or French language learning.
  • Regular company events including quarterly Tech Days and an annual company seminar.

Interested in this position?

Apply directly on the company website

Apply Now

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