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About the Role
As a Pleo Customer Onboarding Manager, you will oversee and execute the onboarding process for businesses across Europe & the UK, collaborating with customers and internal teams to ensure a smooth and memorable journey. You will act as the bridge between technology and human connection, configuring Pleo to match customer needs, providing technical consultation, best practices, and training to drive user adoption and ensure customer success.
Responsibilities
- Manage the customer onboarding process after they have signed up to Pleo.
- Collaborate 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 assist with testing.
- 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, and facilitate handover to the dedicated Customer Success Manager.
- Maintain strong relationships, gather feedback, and collect CES scores.
- Assist in capturing testimonials or references.
- Share knowledge with the team, collaborate on training and enablement.
- Contribute to 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 and share updates.
- Address risks and ensure onboarding timeline and customer satisfaction.
- Share success stories, encourage testimonials, and showcase experiences.
Requirements
- Successful customer-facing experience (at least 2-3 years), ideally in Customer Onboarding or Customer Success.
- 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.
- Ability to break down customer problems and explain them to technical and design teams.
- Willingness to adapt to changing requirements and stay updated with industry trends.
- Energy that is palpable and ability to lift others up.
- Ability to be a rock for teammates and be vulnerable when necessary.
- Fierceness that propels the business forward.
- Complete business fluency in Dutch and English.
Skills
- Customer Onboarding
- Customer Success
- Accounting principles
- Financial workflows
- Technical consultation
- Best practices sharing
- Training delivery
- User adoption driving
- Relationship building
- Planning
- Prioritisation
- Risk management
- Cross-functional collaboration
- Problem-solving
- Adaptability
- Industry trend awareness
Location
- Europe
- UK
Work Type
- Full-time
Experience Level
- 2-3 years customer-facing experience
About the Company
- Pleo provides spend solutions that make managing money seamless, empowering, and surprisingly effective for finance teams and employees.
- Pleo's vision is to help all businesses ‘go beyond’.
- Pleo has over 10 years of success, driven by the mantra 'more than you’d expect'.
- Pleo has over 40,000 customers and a team of 850+ people from over 100 nationalities.
- Pleo is a driven, progressive, and kind organization committed to delivering the future of business spending.
Equal Opportunity
- Diversity drives us. We can only reach our goals if our team reflects the world around us.
- We encourage people from all backgrounds and experiences to join us.
- If you have any accessibility requirements or need a specific format, email belonging@pleo.io. We’ll design a process that works for you.