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Customer Success Manager – Enterprise Accounts, Accounting Firms
PennylaneCustomer Success Manager responsible for maximizing adoption and satisfaction of accounting firms using financial software. Collaborating with clients' project teams and Pennylane's internal departments for successful implementation.
Tech Stack
Tools & technologiesFlux
About the role
Key responsibilities & impact- Manage the day-to-day relationship with the firm's decision-makers and project teams.
- Build and run governance: steering committees, adoption committees, monitoring bodies, and a network of local champions.
- Define and execute data-driven adoption plans (for staff and clients).
- Coordinate execution with Pennylane's internal experts (Product, Support, Ops, Sales, etc.).
- Anticipate risks (satisfaction, deployment, adoption) and implement remediation plans.
- Contribute to the onboarding and use of the Pennylane PA to centralize workflows.
Requirements
What you’ll need- Minimum 5 years' experience
- In SaaS Customer Success with solid accounting fundamentals (or motivated to develop these skills)
- Or in finance/audit with client relationship management experience (commercial dimension)
- Excellent client relationship skills: ability to reassure, structure engagements, and take a strategic view.
- Assertiveness: clear recommendations, diplomacy and the ability to convince.
- Portfolio management (customer health) and ad-hoc action plans.
- Data analysis: derive insights and prioritize.
- Project management: coordinating multiple stakeholders, rigor, and autonomy.
Benefits
Comp & perks- One of the best health insurance plans on the market (Alan Blue and Alan Mind)
- Meal vouchers (Swile card)
- Between 6 and 12 additional time-off days on top of 5 weeks of paid vacation
- Opportunity to improve your English via Busuu
- Monthly allowance for all Pennylaners to support working from home or in coworking spaces
- Easy access to our offices, located a few minutes from Saint-Lazare in the heart of Paris
- Allocation of BSPCE stock options
- Access to 8,000 gyms across France and over 300 wellness activities via our partner Gymlib
- A Mac provided
- We play many sports together and make a point of gathering regularly for company events such as Tech Days (which bring remote Pennylaners together every 3 months) and our annual company offsite, which fosters strong team cohesion for everyone.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Data AnalysisProject ManagementPortfolio ManagementAccounting Fundamentals
Soft Skills
Client Relationship SkillsAssertivenessDiplomacy