Accounting Project Manager

This is a fully remote position, open to applicants in France.

📋 Description

• In the role of CSM for Small Accounts, you will oversee the adoption, satisfaction, and retention of a portfolio consisting of small accounting firms.

• You will create streamlined and effective onboarding and adoption journeys, implement both 1:1 and/or group actions, and assess account health through data analysis.

• Your goal is to minimize time-to-value, encourage consistent use of Pennylane, and avert churn, all while pinpointing potential expansion opportunities.

• Categorize your portfolio and establish playbooks based on firm types (founders, small firms, early adopters).

• Develop straightforward, actionable Success Plans with well-defined milestones (activation, adoption of key features, autonomy).

• Set up suitable coverage rituals including focused 1:1 meetings, office hours, webinars, adoption initiatives, and self-service content.

• Prioritize your activities using usage and account health dashboards.

• Rapidly outline objectives, governance, and success criteria with the firm.

• Plan practical deployments such as checklists, templates, mini-trainings (webinars, tutorials), timelines, and follow-up actions.

• Promote the adoption of key features and accounting best practices.

• Monitor for weak signals (declining usage, frequent support tickets, negative feedback) and initiate anti-churn action plans.

⛳️ Requirements

• At least 2 years of experience in an accounting or audit firm.

• Strong understanding of accounting fundamentals (no expert-level qualification required) and a keen interest in technology.

• Exceptional interpersonal and teaching abilities; capable of simplifying complex topics and influencing stakeholders.

• Strong organizational and prioritization skills in a multi-account environment, with a results-driven approach.

• Solid data culture: comfortable working with adoption and retention KPIs, along with meticulous CRM tracking.

• Collaborative team player with curiosity, initiative, and a penchant for challenges.

🏝️ Benefits

• One of the top health plans available in the market (Alan Blue and Alan Mind).

• Meal vouchers (Swile card).

• An additional 6 to 12 RTT days on top of 5 weeks of paid vacation.

• Opportunity to enhance your English skills through Busuu.

• Monthly allowance for all Pennylaners to facilitate working remotely or from a coworking space.

• Convenient access to our offices, located just minutes from Saint-Lazare in the heart of Paris.

• Equity package (BSPCE).

• Access to 8,000 gyms across France and over 300 wellness activities through our partner Gymlib.

• A Mac.

• We engage in various sports together and prioritize regular company events such as Tech Days (bringing remote Pennylaners together every 3 months) and an annual company offsite to strengthen team cohesion.