Customer Onboarding Manager- Uk/i

**Customer Onboarding Manager
- UK/I**:
Location

Lisbon

Team

Customer Experience

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