Partner Success Manager (w/m/d) - Fintech SaaS Scale-Up
Core
Voice of the customer in Germany, responsible for onboarding new SMEs and tax advisory firms to the Pennylane financial platform and ensuring their success.
Role type
Senior Account Success Manager (Fintech SaaS)
Builds
Financial accounting and tax software platform for SMEs and tax advisors
Domain
Fintech / Accounting / Tax Advisory
Deliverable
client delivery
Required skills
Account management, customer onboarding, churn prevention, product expert knowledge, process optimization, stakeholder collaboration
Preferred skills
Experience in tax advisory firms, SaaS or Fintech background, deep knowledge of German SME financial needs
Technologies
Pennylane platform
Responsibilities
Lead full onboarding of new customers (SMEs and tax firms), manage existing customer relationships and identify upsell opportunities, conduct proactive health checks and reviews, collaborate with sales and management to optimize processes, develop expertise in the German financial landscape
Seniority
Mid-Senior, hands-on IC
