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Partner Solutions Specialist (Front)

Pennylane
Europe 7w PTO

  • Audit and analyze functional needs by planning and leading meetings with accounting firms.
  • Manage migration projects end-to-end, ensuring clear documentation and cross-team collaboration.
  • Prepare and configure Pennylane for existing business processes, conduct tests, and support post-migration.

Accounting Project Management Client Relationship Communication Data Migration
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Customer Success Manager

Pennylane
Europe 6w PTO

  • Manage full onboarding of new clients including businesses and tax advisors to ensure rapid value realization.
  • Act as primary point of contact for existing clients, nurturing relationships and identifying upsell opportunities.
  • Conduct regular health checks and reviews to maximize satisfaction and retention, proactively preventing churn.

Pennylane is a fast-growing fintech that builds a financial operating system for small and medium businesses and tax advisors. With 900 employees across Europe, they foster a remote-friendly culture and have been rated 4.6/5 on Glassdoor.

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Partner Advisor (Accounting Professional Transition) - US Remote

Xero
US

  • Leverage your accounting expertise to advise accounting firms on digital strategies using the Xero platform, driving their efficiency and growth.
  • Build deep, trusted relationships with key decision-makers, acting as a strategic partner for their digital transformation journey.
  • Work autonomously within your territory, with strong earning potential and career progression in a dynamic tech company.

Xero is a global cloud accounting software platform that empowers small businesses and their advisors. The company is a rapidly growing tech leader at the forefront of digital transformation in the accounting industry, valuing expertise and relationship-building.

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