Pennylane

Onboarding Specialist

Pennylane

full-time

Posted on:

Location Type: Remote

Location: France

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Tech Stack

Tableau

About the role

  • Welcome and project framing for the accounting firm
  • Lead the kickoff meeting: objectives, scope, milestones, roles (sponsor, internal contacts)
  • Assess the context: firm's size and organization, business priorities, calendar constraints
  • Provide the training kit and register participants for Pennylane group sessions
  • Prepare and facilitate "first steps" workshops focused on key workflows (bookkeeping, account review/reconciliation, VAT, year-end closing)
  • Monitor participation and follow up with teams until the expected competency level is reached
  • Define prerequisites and checklists; set up a simple, dated plan
  • Organize short, regular unblock sessions; respond promptly to questions
  • Centralize feedback, handle straightforward issues, and escalate technical matters to the relevant teams (Migration, Support, Product)
  • Maintain a dashboard: progress, adoption, incidents, risks
  • Produce clear meeting notes after each session; record decisions
  • Prepare the handover package for the team responsible for long-term adoption
  • Equip the sponsor and internal contact with communication materials for staff
  • Gather field feedback and continuously improve resources (FAQ, guides, templates)

Requirements

  • Experience in an accounting firm with at least three complete fiscal periods
  • Hands-on experience with accounting cycles: bookkeeping, account review/reconciliation, VAT, year-end closing
  • Experience in client support or training is a plus
  • Comfortable with collaboration tools (Google Workspace), tracking tools (spreadsheets, shared boards) and remote communication tools (video conferencing, messaging)
  • Personal qualities: professional credibility, service orientation, reliability, and a drive for continuous improvement
Benefits
  • A market-leading health insurance plan (Alan Blue and Alan Mind)
  • Meal vouchers (Swile card)
  • Between 6 and 12 additional RTT days on top of five weeks of paid vacation
  • Opportunity to improve your English through Busuu
  • A dedicated monthly allowance for all Pennylaners to support working from home or in coworking spaces
  • Easy access to our offices, a few minutes from Saint-Lazare in central Paris
  • An equity package (BSPCE)
  • Access to 8,000 gyms across France and over 300 wellness activities via our partner Gymlib
  • A Mac
  • Numerous team sports and company events such as Tech Days and our company retreat

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
bookkeepingaccount reviewreconciliationVATyear-end closingaccounting cyclestraining facilitationproject managementdashboard maintenancefeedback centralization
Soft skills
professional credibilityservice orientationreliabilitydrive for continuous improvementcommunicationcollaborationproblem-solvingorganizationfacilitationadaptability