- Manage the day-to-day relationship with firm decision-makers and project teams.
- Build and run governance: steering committees (COPIL), adoption committees, monitoring bodies, and a local ambassador community.
- Define and execute adoption plans (employees + clients) based on data.
- Coordinate execution with Pennylane internal experts (Product, Support, Ops, Sales, etc.).
- Anticipate risks (satisfaction, rollout, adoption) and implement remediation plans.
- Help embed and drive the use of the Pennylane PA to centralize workflows.
Requirements
- Minimum 5 years of experience
- Experience in SaaS Customer Success with a solid accounting background (or motivated to develop this expertise)
- Or experience in finance/audit with client relationship management (commercial component)
- Excellent client relationship skills: ability to reassure, structure discussions, and gain perspective.
- Assertiveness: deliver clear recommendations with diplomacy and the ability to persuade.
- Portfolio management (customer health) and ad-hoc action planning.
- Data analysis: extract insights and set priorities.
- Project management: coordinate multiple stakeholders with rigor and autonomy.
Core Competencies
Demonstrates expertise in SaaS Customer Success and client relationship management, with a strong focus on data analysis and project management to drive adoption and satisfaction. Capable of building governance structures and coordinating cross-functional teams to ensure effective execution of strategies.
Tools & Technologies
- Pennylane PA
Hard Skills
- Data Analysis
- Project Management
- Portfolio Management
- Governance Structure Development
- Risk Anticipation and Remediation
Soft Skills
- Client Relationship Skills
- Assertiveness
- Diplomacy
- Persuasion
- Communication
Industry Keywords
- SaaS
- Accounting
- Finance
- Audit
- Stakeholder Coordination
Customer Success Manager — Key Accounts, Accounting Firms Arbeitgeber: Jobtailor
Als Global Director B2B – Business Development bei uns profitieren Sie von einer dynamischen und innovativen Arbeitsumgebung, die auf Zusammenarbeit und Kreativität setzt. Wir bieten Ihnen nicht nur attraktive Vergütungsmodelle und umfassende Weiterbildungsmöglichkeiten, sondern auch die Chance, in einem internationalen Team zu arbeiten, das Vielfalt und persönliche Entwicklung fördert. Unsere Unternehmenskultur legt großen Wert auf Flexibilität und Work-Life-Balance, sodass Sie Ihre Karriereziele in einem unterstützenden Umfeld erreichen können.
