Customer Onboarding Manager I (Dutch Speaking)
Core
Oversee and execute the onboarding process for businesses across Europe & the UK, configuring the spend management solution to match customer needs and driving user adoption.
Role type
Customer Onboarding Manager
Builds
Seamless onboarding experiences for corporate customers using a spend management platform
Domain
Fintech / Corporate Expense Management
Required skills
Customer-facing experience, project management, system configuration, integration testing, training delivery, stakeholder collaboration, data preparation, feedback collection
Preferred skills
Knowledge of accounting principles and financial workflows, German language proficiency
Technologies
Pleo platform, customer accounting systems
Responsibilities
Identify customer objectives, priorities, policies, and rollout plans; Configure Pleo for users including activation, limits, cards, and integrations; Integrate Pleo with customer accounting systems and test exports; Provide consulting, share best practices, and conduct training; Prepare data, communication materials, and guides; Conduct final review calls and facilitate handover to Customer Success; Maintain relationships and gather feedback; Track efforts for revenue recognition; Provide feedback to product and development teams.
Seniority
Mid-level, hands-on IC