Messy spend management is tricky business. And tedious processes are a lose-lose situation for all involved, not just finance. We build spend solutions that make managing money seamless, empowering, and surprisingly effective for finance teams and employees alike - with a vision to help all businesses 'go beyond'. Messy spend management is tricky business. And tedious processes are a lose-lose situation for all involved, not just finance. We build spend solutions that make managing money seamless, empowering, and surprisingly effective for finance teams and employees alike - with a vision to help all businesses 'go beyond'. With great ambitions driving us forward, we can't say we've got this whole thing figured out. Step into the world of
Customer Onboarding
, 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. 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. Align with our customers on project timelines, scope, resources, and integration requirements 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. 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 Provide feedback and insights to product, development, and marketing teams Successful customer facing experience (at least 2-3 years), ideally in Customer Onboarding, or in Customer Success Strong and proven commitment to customer satisfaction and building relationships. Excellent planning, prioritisation, and risk management abilities for simultaneous onboarding projects Can you really break down a customer problem and explain it to a data analyst, designer, or engineer? Complete business fluency in English #
📌 Customer Success Manager (CSM) (Madrid)
🏢 Pleo
📍 Madrid