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Pennylane

Financial Services Support Specialist

RemoteFrance only
Published
Role
Support
Employment
Full-time
Company size
Enterprise
Salary not disclosed
Check eligibility

Open to FR only. Set where you work from to check your eligibility.

No BS summary

Financial services support specialist with several years in a neobank, online bank, or traditional bank. Must understand banking systems, have B2B support experience, handle daily client phone interactions, speak English, and be available for rotating hours. Remote from Marseille is possible, with 2 days per month in Paris required.

Required languages

English

What you'll do

  • Act as a business and platform expert for clients using Pennylane as their central accounting and financial management software.
  • Serve as the main support contact between client executives, internal accountants, and the Support team.
  • Stay in daily contact with users and understand the problems they encounter.
  • Investigate client issues and provide an answer or solution.
  • Escalate issues to technical teams when necessary.
  • Join the CSM Academy and continuously train on the product and team operations during the first 3 months.
  • Learn about the company, vision, and different departments during the first 3 months.
  • Identify all stakeholders and collaborate effectively within the team and across departments during the first 3 months.
  • Start responding to client requests related to financial services by receiving, qualifying, and answering them quickly and impactfully.
  • Gain autonomy and fully take charge of your client portfolio after 4 to 6 months.
  • Handle increasingly complex client requests after 4 to 6 months.
  • Contribute to creating and updating customer help resources to improve client autonomy.
  • Share accounting knowledge and field experience with colleagues.
  • Represent the customer's voice and usage patterns and share structured feedback with product teams.
  • Become a product expert and improve team efficiency by identifying areas for improvement.
  • Take ownership of and successfully lead projects that matter to you and help you grow.

What they require

  • Several years of experience in a neobank, online bank, or traditional bank.
  • Excellent understanding of the banking system.
  • Previous B2B support experience required.
  • Comfortable with daily phone exchanges with clients.
  • Preferred: Direct work with executives is a plus, for example internal consulting.
  • Available for rotating hours adapted to client needs.
  • Preferred: Interest in technology is a plus, especially knowledge of current FinTech products on the market.
  • Speak English; the level is assessed and valued depending on the department applied to.
  • Enjoy working in a constantly changing environment.
  • Make collaboration a priority within your team or with other stakeholders.
  • Have enough perspective to prioritize high business-impact actions in daily work.

Benefits

  • Remote work possible with 2 days of travel to Paris offices per month, expenses covered.
  • Health insurance among the best on the market: Alan Blue and Alan Mind.
  • Meal vouchers via Swile card.
  • Between 6 and 12 additional RTT days on top of 5 weeks of paid vacation.
  • Possibility to improve English through Busuu.
  • Dedicated monthly budget for all Pennylaners to support working from home or a coworking space.
  • Easy access to offices located a few minutes from Saint-Lazare in central Paris.
  • BSPCE equity package.
  • Access to 8000 gyms across France and more than 300 wellness activities through Gymlib.
  • Mac computer.
  • Regular company sports activities.
  • Regular company events such as Tech Days for remote Pennylaners every 3 months.
  • Annual company seminar.

Pennylane

French company providing accounting and financial management software

🇫🇷 FranceFintechEnterprisepennylane.com/fr/

What people say about this company

3.2/ 5

Details

Apply routeDom
Salary not disclosed