Customer Success Manager - Small Accounts - Remote

Overview

The Customer Success Manager for Small Accounts at Pennylane will be responsible for the adoption, satisfaction, and retention of a portfolio of small accounting firms, contributing to the company's mission of providing valuable financial management software.

In Short

• Manage a portfolio of small accounting firms.
• Build effective onboarding and adoption journeys.
• Utilize data to monitor account health and prevent churn.
• Conduct targeted 1:1 sessions and webinars.
• Collaborate with internal teams to facilitate smooth deployments.
• Document activities in Salesforce.
• Provide proactive recommendations based on data.
• Contribute to content creation for user support.
• Identify expansion opportunities within client accounts.
• Participate in a structured recruitment process.

Requirements

• Minimum 2 years of experience in B2B SaaS Customer Success or project management.
• Good understanding of accounting principles.
• Excellent interpersonal and pedagogical skills.
• Strong organizational and prioritization skills.
• Data-driven mindset with familiarity in tracking KPIs.
• Team player with curiosity and proactivity.
• Ability to work in a multi-account context.
• Strong communication skills.

Benefits

• Opportunity to grow in a fast-growing FinTech company.
• Flexible remote work culture.
• Access to a diverse and international team.
• Engagement with innovative financial management solutions.
• Supportive work environment with high employee satisfaction.