Finanz- und Digitalisierungsberatung (w/m/d) - Buchhaltungs- oder Steuerthemen
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 retention.
Role type
Senior Account Manager / Customer Success Manager (Finance & Tax)
Builds
Pennylane financial operating system for SMEs and tax advisory firms
Domain
Fintech / Accounting / Taxation
Deliverable
client delivery
Required skills
Account management, customer onboarding, churn prevention, financial landscape expertise, process optimization
Preferred skills
Tax advisor qualification (Steuerberater), SaaS experience, early-stage team experience
Technologies
Pennylane platform
Responsibilities
Full onboarding of new SME and tax firm clients, primary contact for existing clients to identify upsell opportunities, conducting proactive health checks and reviews, collaborating with sales and management on process optimization, developing expertise in the German financial/tax landscape
Seniority
Senior, hands-on IC
