Description
We're seeking a Customer Onboarding Manager to oversee and execute the onboarding process for businesses across Europe and the UK. As a bridge between technology and human connection, you'll understand each customer's unique requirements and configure Pleo to match their needs perfectly.
Responsibilities:
- Work with customers to identify objectives, priorities, policies, systems, and effective rollout plans
- Align with 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 dedicated Customer Success Manager
- Maintain strong relationships, gather feedback, and CES scores
- Assist in capturing testimonials or references
Requirements:
- Successful customer-facing experience (at least 2-3 years), ideally in Customer Onboarding or Customer Success
- Some knowledge of accounting principles and financial workflows is desirable
- Genuine curiosity for understanding and fulfillment of customer needs
- Strong and proven commitment to customer satisfaction and building relationships
- Excellent planning, prioritization, and risk management abilities for simultaneous onboarding projects
- Effective collaboration with cross-functional teams to drive success
- Complete business fluency in Dutch and English (Essential)
- Business or Native German would be nice to have