Spécialiste Support Services Financiers (Télétravail complet possible depuis Bordeaux)
Core
Financial Services Specialist acting as a central relay between clients (SMEs and accountants) and the support/technical teams to resolve issues and ensure platform adoption.
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 / Accounting Software
Deliverable
client delivery
Required skills
B2B support experience, banking system knowledge, financial services expertise, stakeholder management, product feedback integration
Preferred skills
experience with neo-banks or online banks, direct interaction with business owners, knowledge of current Fintech products
Technologies
Pennylane platform, banking systems
Responsibilities
Receive, qualify, and resolve client requests related to financial services; escalate complex technical issues to engineering teams; create and update client support documentation; act as a voice for clients to provide feedback to product teams.
Seniority
Mid-Senior, hands-on IC
