CareerPlan

Spécialiste Support Services Financiers (Télétravail complet possible depuis Caen)

CaenRemoteFull-time2026-07-21 → 2026-11-10

Core

B2B support specialist for a financial management SaaS platform, acting as the central liaison between clients (business owners and internal accountants) and technical/product teams to resolve issues and drive product improvements.

Role type

Senior B2B Customer Support Specialist (Financial Services)

Builds

Pennylane, a financial management and accounting software platform for SMEs and accounting firms.

Domain

Fintech / Financial Services / SaaS

Deliverable

client delivery

Required skills

B2B support experience, banking system knowledge, financial services background, complex issue investigation, stakeholder management, product feedback synthesis

Preferred skills

experience with internal business advisory, knowledge of current Fintech products, interest in technology

Technologies

SaaS platforms, financial management software

Responsibilities

Receive, qualify, and resolve client requests related to financial services; escalate technical issues to engineering teams; create and update client support documentation; act as a voice of the customer to product teams; identify areas for product improvement.

Seniority

Mid-to-Senior, hands-on IC