Fintech Onboarding Manager & Consultant (w/m/d) - Buchhaltungs- und Steuerthemen
PennylaneRemotely
englishfintechonboardingaccount managementsaasgerman
Job Description
📋 Description
- Onboarding new customers (companies and tax firms) to maximize value
- Primary contact for existing customers; build trust and identify upsell potential
- Proactive health checks and reviews to boost satisfaction and reduce churn
- Collaborate with German Sales and Management to optimize processes and drive growth
- Develop deep product expertise in German finance and accounting landscape
🎯 Requirements
- 2-5 years in accounting, account management, or similar client-facing role
- Qualified as tax clerk/ tax advisor or finance studies
- Strong understanding of finance, invoicing, and accounting needs of SMBs or tax firms
- Excellent communication, empathy, and ability to simplify complex topics
- Hands-on mindset; proactive and process-oriented
- Willingness to travel for onboarding in Paris HQ and client visits in Germany (~monthly)
🎁 Benefits
- Remote work from Germany; occasional European travel with MEZ time alignment
- 30 paid vacation days
- Equity participation
- Home office budget and monthly coworking allowance; Berlin office access
- Busuu language learning access
- Latest Apple gear provided