Customer Onboarding Manager I Lisbon Madrid Berlin

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.

Step into the world of Customer Onboarding a place where seamless onboarding experiences are crafted to bring delight to customers and businesses alike. As a Pleo Customer Onboarding Manager you hold the key to unlocking the full potential of our cutting-edge solutions for businesses across Europe & the UK. Your mission is to oversee and execute the onboarding process with precision and finesse collaborating seamlessly with both customers and internal teams to ensure a smooth and memorable journey from start to finish.

Picture yourself as the bridge between technology and human connection understanding each customers unique requirements and configuring Pleo to match their needs perfectly. Youll be the go-to expert for technical queries providing consultation sharing best practices and conducting training to drive user adoption that allows our customers to take their business to new levels. Your role goes beyond just technical prowess its about building strong relationships and ensuring customer success becomes a powerful reference point for the world to see. Your genuine curiosity and exceptional problem-solving skills will shine through as you navigate multiple onboarding projects with ease all while staying up-to-date with the latest industry trends.

Some of the fun you will have
Facing the customer externally:

• In short after our customers have signed up to Pleo youll be in charge of their Onboarding

• Work with these customers to identify objectives priorities policies systems and effective rollout plans

• Align with our customers on project timelines 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

• Provide hyper care conduct final review calls facilitate handover to the dedicate Customer Success Manager.

• Maintain strong relationships gather feedback and CES scores

• Assist in capturing testimonials or references

And internally facing:

• Youll enjoy sharing knowledge with the team collaborating on training and enablement

• The opportunity to work and add your voice to our continuous process improvement projects

• Accurately track efforts for revenue recognition and resource allocation

• Provide feedback and insights to product development and marketing teams

• Collaborate with stakeholders share updates address risks

• Ensure onboarding timeline and customer satisfaction

• Share success stories encourage testimonials showcase experiences

You will thrive in this role if you have

• Successful customer facing experience (at least 2-3 years) ideally in Customer Onboarding or in Customer Success

• Some knowledge of accounting principles and financial workflows is desirable.

• 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

• Effective collaboration with cross-functional teams to drive success. Can you really break down a customer problem and explain it to a data analyst designer or engineer

• Willingness to adapt to changing requirements and stay updated with industry trends.

• Energy that is palpable. Are you someone who can lift others up Can you be a rock for your teammates Can you be vulnerable when times call for it And can you bring a fierceness that propels our business forward If yes then you are the one for this team.

• Complete business fluency in English and German

• 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