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Customer Onboarding Manager- UK/I

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 dedicate 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 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

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 prioritise self-care
  • We’re trialling 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

Why join us?

Working at Pleo means you're working on something very exciting: the future of work. Our mission is to help every company go beyond the books. Pleo itself means ‘more than you’d expect’, and it’s been the secret to our success over the last 8 years. So it’s only fitting that we’d pass this philosophy onto our customers to help them make the most of their finances.

We think company spending should be delegated to all employees and teams, that it should be as automated as possible, and that it should drive a culture of responsible spending. Finance teams shouldn’t be siloed from the rest of the organisation – they should work in unity with marketing, sales, IT and everyone else.

Speaking of working in unity, our values tell the story of how we work at Pleo. We have four core values, the first of which is ‘champion the customer’, which means we address real pain points that businesses face. Next up is ‘succeed as a team’, which highlights how our strength lies in our diversity and trust in each other. We also ‘make it happen’ by taking bold decisions and following through to deliver results. Last but not least, we ‘build to scale’, creating lasting solutions that address today’s challenges and anticipate tomorrow’s needs.

So, in a nutshell, that's Pleo. Today we are a 850+ team, from over 100 nations, sitting in our Copenhagen HQ, London, Stockholm, Berlin, Madrid, Montreal and Lisbon offices —and quite a few full-time remotes in 35 other countries! Being HQ'd out of Copenhagen means we're inspired by things like a good work-life balance. If you don't work in the office with us, we'll help you set up the best remote setup possible and make sure you still have time to connect with your team.

About your application

  • Please submit your application in English; it’s our company language so you’ll be speaking lots of it if you join 💕
  • We treat all candidates equally: If you are interested please apply through our application system - any correspondence should come from there! Our lovely support isn't able to pass on any calls/ emails our way - and this makes sure that the candidate experience is smooth and fair to everyone 😊
  • We’re on a mission to make everyone feel valued at work. That’s only achievable if our team reflects the diversity of the world around us - and that starts with you, hitting apply, even if you are worried you might not tick all the boxes! We embrace and encourage people from all backgrounds to apply - regardless of race/ethnicity, colour, religion, nationality, gender, sex, sexual orientation, age, marital status, disability, neurodiversity, socio-economic status, culture or beliefs.
  • When you submit an application we process your personal data as a data processor. Find out more about how your data is used in the FAQs section at the bottom of our jobs page.

Got any questions?

Read our FAQ

Apply for this role

We’re looking for new friends, gifted minds, team players, restless talents and passionate problem solvers.

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How Pleo hires

  1. 1

    The first call(s)

    Let’s get to know each other. We want to find out more about you, your motivations, and give you more information about the role.

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  2. 2

    The challenge

    The task is deliberately open-ended and based on something you'll actually work on. There are no right or wrong answers here.

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  3. 3

    The team interview

    Expect to share a (virtual) meeting room with two to three people you'll work with regularly if you get the job.

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  4. 4

    The final interview

    A call with someone in leadership who’ll walk you through the big picture and chat about how your role will figure into that.

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Find out more

FAQ

This is a big decision for both of us. If you join us, we’ll spend a lot of time together working on some pretty cool things. That's why we've designed a hiring process that allows everyone to make the right choice. Read more about how we hire here.