# Customer Onboarding Manager I - Lisbon / Madrid

**Company**: Pleo
**Location**: Lisbon
**Experience**: mid
**Job type**: full-time
**Category**: Customer Service
**Industry**: Technology

**Apply**: https://jobs.ashbyhq.com/pleo/88379220-a1d2-4805-8523-e34ae1b825cb?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_9cc875ac-9ad

## 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

## Skills

### Required
- customer onboarding
- customer success
- accounting principles
- financial workflows
- project management
- communication
- training

### Nice to have
- knowledge of accounting principles and financial workflows
- English fluency

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Source: [Apply at jobs.ashbyhq.com](https://jobs.ashbyhq.com/pleo/88379220-a1d2-4805-8523-e34ae1b825cb?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)