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Customer Success Manager

Pennylane

Europe

Accounting Customer Relationship Management Communication

Partner Advisor (Accounting Professional Transition) - US Remote

Xero

US

Accounting CPA Relationship Building

Your Role:

Act as the primary contact for accounting firms during migration projects, ensuring clarity and reassurance.
Work in tandem with the PSS Back to align technical solutions with business needs.
Drive continuous improvement through feedback and post-migration analysis.

Your Daily Missions:

Plan, prepare, and lead meetings with accounting firms from kickoff to post-mortem.
Analyze business requirements from field feedback and draft documentation.
Configure Pennylane to match existing processes and conduct functional tests.

What We Offer:

Top-tier health insurance (Alan Blue and Alan Mind).
Meal vouchers (Swile card) and a monthly home office/coworking budget.
Additional days off: 5 weeks paid leave plus 8–13 RTT days.

The Profile We're Looking For:

Strong accounting background (IUT GEA, BTS CGO, DCG, DSCG, Master CCA).
Experience in an accounting firm, ideally with multiple migrations.
Excellent communication and client relationship skills, with autonomy and flexibility.

Pennylane

Pennylane is a French fintech that builds an all-in-one platform uniting accounting firms and business leaders to streamline financial management. With 1,000 employees across 25 countries and a 4.9/5 Glassdoor rating, they offer a flexible remote culture and are backed by Sequoia Capital.

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