Consultant Finance and Digitalization (w/m/d) - Fintech SaaS Scale-Up
Core
Voice of the customer for Pennylane's platform in Germany, responsible for onboarding and retention of SMEs and accounting firms.
Role type
Senior Customer Success Consultant (Fintech SaaS)
Builds
Customer success outcomes for a financial operating system for SMEs
Domain
Fintech / Accounting Software / SME Finance
Deliverable
client delivery
Required skills
Customer onboarding, account management, churn prevention, product expert knowledge, process optimization, stakeholder collaboration
Preferred skills
Experience in law firm environment, SaaS or Fintech background
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 finance and accounting landscape
Seniority
Mid-Senior, hands-on IC
