Customer Onboarding Manager I - Lisbon / Madrid / Berlin
Core
Oversee and execute the onboarding process for businesses across Europe & the UK, configuring Pleo to match customer needs and driving user adoption.
Role type
Customer Onboarding Manager
Builds
Seamless onboarding experiences for B2B customers using a business spend management platform
Domain
Fintech / Business Spend Management
Deliverable
client delivery
Required skills
Customer-facing experience, project management, system configuration, integration testing, training delivery, stakeholder collaboration, problem-solving
Preferred skills
Knowledge of accounting principles and financial workflows
Technologies
Pleo platform, customer accounting systems
Responsibilities
Identify customer objectives, policies, and rollout plans; Configure Pleo for users, cards, and integrations; Integrate with customer accounting systems; Provide consulting, best practices, and training; Conduct final reviews and handover to Customer Success; Gather feedback and CES scores.
Seniority
Mid-level, hands-on IC
