Steuerfachangestelle*r (w/m/d) - Fintech SaaS Scale-Up
Core
Voice of the customer in Germany, responsible for onboarding new clients (SMEs and accounting firms) and managing existing relationships to ensure platform adoption and prevent churn.
Role type
Senior Account Manager / Customer Success Manager (Fintech)
Builds
Pennylane financial operating system for SMEs and accounting firms
Domain
Fintech / Accounting Software / SME Finance
Deliverable
client delivery
Required skills
Customer onboarding, account management, churn prevention, financial knowledge (accounting/tax), product expertise, process optimization
Preferred skills
Experience in law firm environment, SaaS or Fintech background, proactive problem solving
Technologies
Pennylane platform
Responsibilities
Full onboarding of new customers (SMEs and accounting firms), primary contact for existing customers to identify upsell opportunities, conducting regular health checks and reviews, collaborating with sales and management to optimize processes, developing expertise in the German financial landscape
Seniority
Mid-Senior, hands-on IC
