Spécialiste Support Services Financiers (Télétravail complet possible)
Core
Financial services specialist acting as the central point of contact between clients (SMEs and accountants) and the support team to resolve issues and ensure platform adoption.
Role type
Senior B2B Customer Support Specialist (Financial Services)
Builds
Pennylane, a European financial management software for SMEs and accounting firms.
Domain
Fintech / Financial Services / SaaS
Deliverable
client delivery
Required skills
B2B support experience, banking system knowledge, financial services expertise, phone communication, stakeholder management
Preferred skills
experience in neobanks or online banks, internal financial advisory background, Fintech product knowledge
Responsibilities
Receive and qualify client requests, provide solutions or escalate to technical teams, create and update client support documentation, share customer feedback with product teams, manage a client portfolio
Seniority
Mid-Senior, hands-on IC