Buchhaltungs- und Steuerberater*in (w/m/d)
Core
Voice of the customer for Pennylane's platform in Germany, responsible for onboarding businesses and accounting firms, managing existing client relationships, and providing proactive financial advisory.
Role type
Senior Account Manager / Customer Success Manager (Finance)
Builds
Pennylane financial operating system for SMEs and accounting firms
Domain
Fintech / Accounting / SME Finance
Deliverable
client delivery
Required skills
Customer onboarding, account management, proactive advisory, 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 (businesses and accounting firms), primary contact for existing clients to identify upsell opportunities, conducting regular health checks and reviews, collaborating with sales and management to optimize processes and provide product feedback, developing expertise in the German financial and tax landscape
Seniority
Mid-Senior, hands-on IC
