Fintech Onboarding Manager & Consultant (w/m/d) - Buchhaltungs- und Steuerthemen

The role

You will act as the voice of customers in Germany to ensure their success with the Pennylane platform. You will handle customer onboarding, account management, and proactive consulting while working with the sales team to optimize processes.

What you will do

• Perform full onboarding for new customers including companies and tax advisory firms
• Act as the primary contact for existing customers
• Identify upsell potential and ensure optimal platform usage
• Conduct regular health checks and reviews to maximize satisfaction and prevent churn
• Collaborate with the German sales team and management to optimize processes
• Provide feedback on product requirements
• Develop expertise in the German finance and accounting landscape

Required qualifications

• 2-5 years of professional experience in accounting, account management, or a similar customer-oriented role
• Completed training as a Steuerfachangestellter, Steuerfachwirt, or Steuerberater or a degree in finance
• Deep understanding of the needs of companies and/or tax advisors regarding finance, invoicing, and accounting
• Strong communication skills
• Empathy
• Ability to explain complex matters simply
• Proactive and solution-oriented mindset
• Willingness to travel
• Business fluent German (C2 level or native)
• Fluent English
• Enthusiasm for a constantly changing work environment
• High willingness to cooperate

Nice to have

• Experience in a tax office environment
• Experience in the SaaS or Fintech sector

Benefits

• 30 paid vacation days
• Competitive compensation package
• Company equity
• Budget to transform your home into a comfortable workspace
• Monthly allowance for coworking space
• Access to Busuu for English or French
• Latest Apple equipment
• Regular company events like Tech Days and annual company seminar

About the company

Pennylane is a fast-growing fintech that provides accounting and financial software for small businesses and accountants. The company has grown to 900 employees and serves over 900,000 SMEs and 5,000 accounting firms.