Customer Success Manager (w/m/d) - Accounting & Taxation

📋 Description

• Onboard new customers (companies and tax firms) on Pennylane.
• Serve as primary contact for existing customers; build trust and drive usage.
• Conduct proactive health checks and reviews to maximize retention.
• Collaborate with German Sales and Management to improve processes.
• Develop expertise in the German finance and accounting space for customers.

🎯 Requirements

• 2-5 years in accounting, account management or similar customer role.
• Formal finance-related education or degree.
• Deep understanding of customer needs in finance, invoicing, bookkeeping.
• Strong communication, empathy and ability to explain complex topics simply.
• Hands-on attitude; proactive in shaping processes in an early-stage team.
• Willingness to travel for onboarding and customer visits (Germany, ~monthly).

🎁 Benefits

• Remote work within Germany; occasional EU travel allowed if time zone fits MEZ.
• 30 days paid vacation; competitive compensation.
• Stock options; home office budget and coworking allowance.
• Apple equipment; access to Busuu for language practice.
• Regular team events and company days for connection.