Step into the world of Solutions & Services at Pleo , 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 customer's unique requirements, and configuring Pleo to match their needs perfectly. You'll 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 – it's 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 customer externally:
In short, after our customers have signed up to Pleo, you'll 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 customer's 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 dedicated Customer Success Manager.
Maintain strong relationships, gather feedback and CSAT scores
Assist in capturing testimonials or references
And internally facing:
You'll 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 fulfillment of customer needs.
Strong and proven commitment to customer satisfaction and building relationships.
Excellent planning, prioritization, 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
Show me the benefits!
Your own Pleo card (no more out-of-pocket spending!)
Lunch is on us - with catering in our Lisbon, Copenhagen, and London offices or a monthly lunch allowance paid directly together with your salary in other markets
Private health insurance with Médis, to ensure you're fit in body and mind to do your best work
In Lisbon, we offer 25 days of holiday + your public holidays
For our commercial teams we do 3 days in office and 2 days at home weekly, you choose which days
Option to purchase 5 additional days of holiday through a salary sacrifice
Wellbeing days - fully paid days off designed for a slower pace, allowing you to take time to recharge and prioritize self-care
We're trialing MyndUp to give our employees access to free mental health and wellbeing support with great success so far
Access to LinkedIn Learning - acquire new skills, stay abreast of industry trends and fuel your personal and professional development continuously
Paid parental leave - we want to make sure that we're supportive of families and help you feel that you don't have to compromise your family due to work
All of us have a stake in Pleo's success - ask us about our equity grant scheme
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