Customer Success Manager – Accounting & Taxation

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

📋 Description

• Represent the voice of customers in Germany and ensure their success with the Pennylane platform.

• Fully onboard new corporate clients and tax firms onto the Pennylane platform.

• Guarantee that customers derive maximum value from the solution as swiftly as possible.

• Act as the main point of contact for existing customers.

• Establish and nurture trusted relationships with customers.

• Identify opportunities for upselling.

• Assist customers in utilizing Pennylane effectively to meet their business objectives.

• Perform regular health checks and reviews.

• Enhance customer satisfaction and retention while minimizing churn.

• Collaborate closely with the German sales team and management.

• Streamline processes.

• Provide input on product requirements.

• Contribute to the strategic growth of Pennylane in Germany.

• Become an expert on products relevant to the German finance and accounting landscape and share insights with customers.

⛳️ Requirements

• 2–5 years of professional experience in accounting, account management, or a related customer-facing role.

• Preferably have experience in a tax firm setting or alternatively in SaaS or fintech.

• Completed training as a tax clerk, tax specialist, or tax advisor, or hold a degree in finance.

• Profound understanding of the needs of businesses and/or tax advisors regarding finance, invoicing, and accounting.

• Exceptional communication skills coupled with empathy.

• Ability to convey complex topics in a clear and straightforward manner.

• Proactive, solution-oriented, and hands-on approach.

• Willingness to develop 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 proficiency in German.

• Fluent in English.

• Passion for a rapidly evolving work environment.

• Highly collaborative.

• Adequate experience to prioritize daily tasks according to business requirements.

🏝️ Benefits

• 30 paid vacation days provided by Pennylane.

• Competitive compensation package.

• Equity in the company.

• Budget for home office equipment.

• Monthly allowance for a coworking space.

• Access to Busuu for improving English or French skills.

• Latest Apple hardware.

• Regular company events, including Tech Days and an annual company seminar.

• Option for remote work from your residence in Germany.

• Opportunities for regular remote work from other locations in Europe, as long as the time difference to CET is no more than two hours.

• Berlin office available for regular on-site work.