Customer Onboarding Manager - Remote

Overview

As a Pleo Customer Onboarding Manager, you will oversee and execute the onboarding process for customers across Europe & the UK, ensuring a smooth and memorable journey.

In Short

• Manage the onboarding process for new customers.
• Identify objectives and effective rollout plans with customers.
• Align on project timelines and integration requirements.
• Configure Pleo for users, including compliance and integration.
• Provide consulting and training to drive user adoption.
• Maintain strong relationships and gather feedback.
• Assist in preparing data and communication materials.
• Conduct final review calls and facilitate handover to Customer Success Manager.
• Collaborate with internal teams for continuous improvement.
• Track efforts for revenue recognition.

Requirements

• 2-3 years of customer-facing experience in Customer Onboarding or Customer Success.
• Knowledge of accounting principles and financial workflows.
• Strong commitment to customer satisfaction.
• Excellent planning and risk management abilities.
• Effective collaboration with cross-functional teams.
• Willingness to adapt to changing requirements.
• Fluency in English; French is a bonus.

Benefits

• Your own Pleo card for expenses.
• Lunch allowance or catering in London offices.
• Private health insurance.
• 25 days of holiday in Lisbon.
• Hybrid working model.
• Option to purchase additional holiday days.
• Wellbeing days for self-care.
• Access to mental health support.
• LinkedIn Learning access for skill development.
• Paid parental leave.