Customer Onboarding Manager I

As a Customer Onboarding Manager, you'll oversee and execute the onboarding process with precision, collaborating seamlessly with customers and internal teams to ensure a smooth journey from start to finish. You'll be the bridge between technology and human connection, understanding each customer's unique requirements and configuring Pleo to match their needs perfectly.

What you'll do

• After customers sign up to Pleo, you'll be in charge of their onboarding
• Work with customers to identify objectives, priorities, policies, systems, and effective rollout plans
• Align with 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
• Provide hyper care, conduct final review calls, facilitate handover to the dedicated Customer Success Manager
• Maintain strong relationships, gather feedback and CES scores

What you'll need

• Successful customer facing experience (at least 2-3 years), ideally in Customer Onboarding or 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
• Willingness to adapt to changing requirements and stay updated with industry trends
• Complete business fluency in English and German

Nice to have

• Knowledge of accounting principles and financial workflows

What they offer

• Opportunity to work on continuous process improvement projects
• Collaboration with cross-functional teams including product, development, and marketing
• Flexible work across Lisbon, Madrid, or Berlin