Onboarding Manager (German Speaking)
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Job Summary
About Pleo
Messy spend management is tricky business. And tedious processes are a lose-lose situation for all involved not just finance. At Pleo were changing that. We build spend solutions that make managing money seamless empowering and surprisingly effective for finance teams and employees alike - with a vision to help all businesses go beyond.
The word Pleo actually means more than youd expect and living by that mantra has been the secret to our success over the last 10 years.
Now were at a pivotal moment in our journey; every move we make has a direct impact on our 40000 customers our business and our collective success. We need people who take pride in uncovering customer needs who turn complex problems into simple solutions challenge the way things are done (respectfully) and always aim high. With great ambitions driving us forward we cant say weve got this whole thing figured out. And frankly thats half the fun! What we can say is that were a driven progressive and importantly a kind bunch of 850 people from over 100 nationalities all committed to delivering the future of business spending together.
About the role
Were looking for a German and English-speaking Onboarding Manager to join our CX Onboarding this role you will be responsible for overseeing the Onboarding process for mid-market and upmarket customers; leading onboarding collaborating with customers and internal teams to ensure a seamless onboarding experience for mainly the German market. Your role will involve understanding customer requirements configuring the software providing technical support and managing the project from start to finish and work with an objective to make the customer successful and reference-able. You will also be part of a project that looks at scaling Onboarding and making it more self-serve. If youre excited about time to value making customers successful from the start and continuously improving processes then this is the opportunity for you!
Who youll be working with and reporting to
Youll report to our Manager of High-Touch Onboarding and work closely with teams in Sales and Customer Success. Our team is highly collaborative and dedicated to delivering the best start to Pleo possible for our customers. Youll also have the chance to partner with teams across Product to ensure long-term scalability of our Onboarding process.
What youll be doing
As an Onboarding Manager you will:
Identify customer objectives priorities policies systems and rollout plans
Align on project timeline scope resources and integration requirements
Configure Pleo for users including activation limits cards integration and compliance
Integrate Pleo with the customers accounting system export expenses and help test
Provide consulting share best practices conduct training and help drive user adoption
Assist in preparing data communication policies and guides
Maintain strong relationships gather feedback and CSAT scores
Assist in capturing testimonials or references
Provide feedback and insights to product development and marketing teams
Collaborate with stakeholders share updates address risks
Ensure onboarding timeline and customer satisfaction
Collaborate with our Product teams and gather feedback from self-serve customers to enhance our product-led onboarding journey
Contribute to team projects and process improvements
What you bring
Youll thrive in this role if you have:
Strong understanding of Pleo B2B SaaS products relevant technologies including configuration integrations and troubleshooting
Good knowledge of accounting principles financial workflows and tax codes
Excellent and successful customer facing experience
Genuine curiosity for understanding and fulfilment of customer needs
Strong and proven commitment to customer satisfaction and building relationships
Excellent planning prioritisation and risk management abilities for simultaneous onboarding projects
Strong problem-solving skills with attention to detail
Effective collaboration with cross-functional teams to drive success
Willingness to adapt to changing requirements and staying updated with industry trends
Fluency in Spanish and English are required for the role
Show me the benefits
Your own Pleo card (no more out-of-pocket spending!)
Lunch is on us for your work days - enjoy catered meals or receive a lunch allowance based on your local office
Comprehensive private healthcare - depending on your location coverage options include Vitality Alan or Médis
We offer 25 days of holiday your public holidays
For our Team we offer both hybrid and fully remote working options
We use MyndUp to give our employees access to free mental health and well-being support with great success so far
Paid parental leave - we want to make sure that were supportive of families and help you feel that you dont have to compromise your family due to work
The interview process
We want to ensure you are set-up for success and understand what will be expected of you. If your application is successful our interview process is as follows:
Intro call: A 30-minute chat with our Talent Acquisition Partner to discuss the role and your background.
Hiring manager interview: A 45-minute interview with our CX Onboarding manager to get to know each other the role and your previous experiences
Challenge & Team Interview: We will send you a take-home task to showcase your onboarding strategy and data driven approach and invite you to a 60 min team interview to present your challenge and get to know part of the team
Final Interview: Final conversation with a senior leader
Transparency is important to us so we also wanted to share some insights about what were looking for in applications to ensure you can set yourself up for success!
Last time we hired an Onboarding Manager we received a large number of applications but only a few were selected for an intro call. Some of the key reasons why previous candidates didnt make it past the application screening stage include:
CV writing and content: it was very clear that many of the CVs we saw were very generic and AI generated. There is no issue with leveraging AI to help with CV writing there was little indication of what real impact the candidates had in their previous experience. You might have heard of the Achieved X as measured by Y by doing Z formula (credit Laszlo Bock 2014) this is a great way to give a clear picture of what you have actually worked on. A link to the company websites of your previous roles is also a huge help!
Application care: every single application we receive is reviewed by a human (yes hundreds of them) because we believe that candidates efforts should be matched by an equal level of human care. This means that we expect a similar level of attention put into your application. Read and answer the application questions carefully they make a huge difference in our decision-making process.
Profile to role fit: highlight most important aspects of the role points that might get misunderstood any specific industry requirements etc.
About your application
English first. Since its our company language please submit your application in English. Youll be using it a lot if you join us.
A fair look for everyone. Our talent team reads every single application to ensure the process is fair. To keep things running smoothly we only accept applications through our systemour support team cant pass on calls or emails.
Diversity drives us. We can only reach our goals if our team reflects the world around us. That starts with you hitting apply even if you dont tick every single box. We encourage people from all backgrounds and experiences to join us.
Interview at your best. We want you to feel comfortable throughout the process. If you have any accessibility requirements or need a specific format email Well design a process that works for you.
Your data is safe. When you apply we process your personal data as a data processor. For more information on how Pleo processes personal data read our Privacy Policy here.
Applying for multiple roles Nothing is stopping you and we assess every role independently. However we do look for alignment so make sure you can explain why your interest and experience are right for each specific role.
Reapplying. If youre applying for the same role again please wait six months from your last decision before hitting submit.
Required Experience:
Manager
