Spécialiste Support Services Financiers (Télétravail complet possible depuis Lyon)
Core
Financial Services Specialist acting as a central relay between clients (SMEs and accountants) and the support team to resolve issues and provide solutions for the accounting and financial management software.
Role type
Senior B2B Customer Support Specialist (Financial Services)
Builds
Pennylane, a financial management and accounting software for SMEs and accounting firms.
Domain
Fintech / Accounting / Financial Services
Deliverable
client delivery
Required skills
B2B support experience, banking system knowledge, phone communication, stakeholder management, product feedback
Preferred skills
experience in neobank/online bank, internal financial advisory, Fintech product knowledge
Responsibilities
Receive and qualify client requests, provide rapid solutions or escalate to technical teams, create and update client support documentation, share field experience with colleagues, relay customer feedback to product teams
Seniority
Mid-Senior, hands-on IC