Fintech Onboarding Manager & Consultant (w/m/d) - Buchhaltungs- und Steuerthemen
Core
Onboard and support SMEs and accounting firms in Germany to the Pennylane financial operating system, ensuring they derive maximum value from the platform.
Role type
Senior Customer Success Manager (Fintech/Accounting)
Builds
Pennylane financial software platform for SMEs and tax advisors
Domain
Fintech, Accounting, Tax Advisory
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Customer onboarding, account management, financial/tax domain expertise, churn prevention, process optimization, product feedback integration
Preferred skills
SaaS or Fintech background, experience in accounting firm environment
Technologies
Pennylane platform
Responsibilities
Full onboarding of new customers (SMEs and tax firms), managing existing customer relationships, conducting proactive health checks and reviews, collaborating with sales and management on process optimization, developing expertise in the German financial landscape
Seniority
Mid-Senior, hands-on IC
