Onboarding Project Manager – Accounting Firms

Pennylane

Onboarding Project Manager supporting accountants with their transition to Pennylane. Role involves project management, client training, and daily operational support.

Posted 7/22/2026full-timeRemote • 🇫🇷 FranceMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing client relationships within accounting firms, focusing on bookkeeping, review, VAT, and year-end closing processes. Proficient in utilizing collaborative tools to enhance training and onboarding experiences while driving continuous improvement in materials and workflows.

Highest-signal resume keywords

Accounting Firm ExperienceClient SupportTraining DevelopmentGoogle Workspace ProficiencyService Orientation

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

BookkeepingVATYear-End ClosingWorkflow ManagementTraining Kit Development

Soft Skills

Service OrientationReliabilityProfessional CredibilityContinuous Improvement Mindset

Tools & Technologies

Google WorkspaceVideoconferencing ToolsShared SpreadsheetsAsynchronous Messaging

Industry Keywords

Fiscal CyclesOnboardingCollaborationFeedback CollectionIssue Resolution

Tech Stack

Tools & technologies

GoTableau

About the role

Key responsibilities & impact

Welcome and scope alignment with the accounting firm
Lead the kickoff meeting: objectives, scope, milestones, roles
Identify the firm’s key contacts and sponsor
Clarify scheduling constraints and establish the foundations for a structured collaboration from the very first exchange
Deliver the training kit and enroll teams in Pennylane group sessions
Run "first steps" workshops focused on key workflows: bookkeeping, review, VAT, and closing
Monitor participation, follow up with teams, and ensure everyone gets on board
Define prerequisites and set a dated, realistic schedule
Organize short, regular issue-resolution sessions
Centralize feedback: handle items within your remit and escalate technical topics to the right teams (Migration, Support, Product)
Maintain a dashboard: progress, adoption, incidents, risks
Produce clear, actionable minutes after each follow-up meeting
Prepare a structured handover pack for the team responsible for long-term support
Equip the sponsor and internal point of contact to communicate the correct information to their teams
Collect field feedback and identify points of friction
Contribute to continuous improvement of materials: FAQs, practical guides, and document templates

Requirements

What you’ll need

Experience in an accounting firm covering at least three full fiscal cycles — you understand the cycles from the inside: bookkeeping, review, VAT, and year‑end closing
Experience in client support or training is a strong plus
Comfortable with collaborative tools: Google Workspace, shared spreadsheets, videoconferencing, and asynchronous messaging
Professional credibility: firms treat you as an equal; you understand their challenges without needing everything explained
Service orientation and reliability: you deliver what you commit, within the timelines you set
A drive for continuous improvement: every onboarding is an opportunity to learn and improve

Benefits

Comp & perks

Health insurance among the best on the market (Alan Blue and Alan Mind)
Meal vouchers (Swile card)
Between 6 and 12 RTT days (additional time off) on top of 5 weeks of paid vacation
Opportunity to improve your English with Busuu
A monthly allowance for all Pennylaners to support working from home or from a coworking space
Easily accessible offices a few minutes from Saint‑Lazare in the heart of Paris
An allocation of BSPCE (equity)
Access to 8,000 gyms across France and over 300 wellness activities via our partner Gymlib
A Mac
We do many sports together and regularly gather around company events such as Tech Days (which bring remote Pennylaners together every 3 months) and our annual company retreat, fostering strong team cohesion