Pennylane

Solutions Engineer

• Project migration lead
• Technical project scoping with the firm (source software, data volume, business-specific requirements).
• Governance: Coordinate internal stakeholders (PSS, AE, PRM, Partners) and external stakeholders (accounting firms, firm IT, Ambassadors).
• Deadlines: Ensure data cutover within the allotted 5-day timeframe.
• Hypercare: Support the client post-migration to ensure frictionless adoption.
• Technical expertise & industrialization
• Quality audit: Identify and correct data anomalies upstream to minimize production failures.
• Technical point of contact (internal to Pennylane): Provide answers to firms' technical needs (implementing SSO, consuming APIs…)
• Innovation (internal to Pennylane): Develop tools, scripts (Python/SQL) or documentation to automate repetitive tasks within the team.
• Advisory & stance
• Scope management: Keep projects within scope and propose alternatives for complex cases.
• Teaching: Explain technical issues in plain language so accounting profiles can understand.
• Continuous improvement (internal to Pennylane): Relay field feedback to product teams to influence the technical roadmap.

Partner Solution Architect

Technical Project Manager

• Lead the IT Project team and drive operational excellence across projects, security, compliance, and internal tooling
• Foster a collaborative, autonomous, and high-performance culture
• Oversee the administration, security, and evolution of Pennylane’s core IT infrastructure and SaaS ecosystem
• Administer key platforms such as Okta, Cloudflare Zero Trust, Google Workspace
• Manage Identity & Access Management processes through SSO and SCIM
• Lead initiatives aimed at improving scalability, efficiency, and operational quality across the IT organization
• Play a key role in shaping AI adoption within the Security / IT department
• Ensure all IT operations remain aligned with Pennylane’s security and compliance standards
• Oversee the management and security posture of Pennylane’s IT fleet
• Manage external vendors and contribute to operational cost efficiency
• Collaborate closely with IT Support, Security Compliance, AppSec, and FinSec teams

IT Project Manager

• Lead migration projects
• Define the technical scope of the project with the accounting firm (source software, data volume, business-specific requirements).
• Governance: Coordinate internal stakeholders (PSS, AE, PRM, Partners) and external stakeholders (accountants, the firm's IT team, ambassadors).
• Deadline management: Ensure the data cutover is completed within the allotted 5-day window.
• Hypercare: Support the client post-migration to ensure frictionless adoption.
• Quality audit: Identify and correct data anomalies upstream to minimize production failures.
• Technical point of contact (internal to Pennylane): Provide answers to accounting firms' technical needs (SSO setup, API usage…)
• Innovation (internal to Pennylane): Develop tools, scripts (Python/SQL), or documentation to automate repetitive tasks for the team.
• Scope management: Maintain project boundaries and propose alternatives for complex cases.
• Pedagogy: Translate technical issues into accessible language for accounting professionals.
• Continuous improvement (internal to Pennylane): Relay field feedback to product teams to influence the technical roadmap.