Customer Success Manager (w/m/d) - Accounting & Taxation
Core
Voice of the customer in Germany, responsible for onboarding new clients (SMEs and accounting firms) and ensuring optimal platform usage to achieve business goals.
Role type
Customer Success Manager (Accounting & Taxation)
Builds
Pennylane financial operating system for SMEs and accounting firms
Domain
Fintech / Accounting / Taxation
Deliverable
client delivery
Required skills
Onboarding, account management, proactive consulting, health-checks, churn prevention, product expertise in German finance/tax landscape
Preferred skills
Experience in law firm environment, SaaS, or Fintech
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 tax landscape
Seniority
Mid-level (2-5 years experience)
