Customer Onboarding Lead: Drive Adoption & Impact

Creandum; Madrid; On-site; EUR 45,000 - 65,000; Full time

Job summary

Pleo is seeking a Customer Onboarding Manager to lead seamless onboarding experiences for European and UK customers. You will be the bridge between customers and internal teams, configuring Pleo to match needs, and driving user adoption through training and best practices.

Strong relationship skills and problem-solving will be key as you manage multiple onboarding projects with precision. You will thrive if you have 2–3 years of customer-facing experience, a curiosity for customer needs, and a

Qualifications

• 2–3 years of successful customer-facing experience in onboarding or customer success.
• Desirable knowledge of accounting principles and financial workflows.
• Curiosity for understanding and fulfilling customer needs.
• Strong commitment to customer satisfaction and relationship building.
• Excellent planning, prioritisation and risk management for multiple onboarding projects.
• Ability to collaborate with cross-functional teams to drive success.
• Willingness to adapt to changing requirements and stay updated on industry trends.
• Energetic and motivating presence with a customer-focused mindset.

Responsibilities

• Lead and execute onboarding projects for new customers.
• Identify objectives, priorities, policies, systems, and rollout plans with clients.
• Align timelines, scope, resources, and integration requirements.
• Configure systems and ensure activation, limits, and compliance settings.
• Test and validate integration with customer accounting systems.
• Provide training, share best practices, and drive user adoption.
• Prepare data, communications, and guides for onboarding success.
• Maintain strong relationships and capture feedback and testimonials.
• Collaborate with internal teams and contribute to process improvements.

Skills

Customer onboarding

Customer success

Account management

Cross-functional collaboration

Planning and risk management

Customer satisfaction focus

Adaptability

English fluency

Job description

Pleo is seeking a Customer Onboarding Manager to lead seamless onboarding experiences for European and UK customers. You will be the bridge between customers and internal teams, configuring Pleo to match needs, and driving user adoption through training and best practices.

Strong relationship skills and problem-solving will be key as you manage multiple onboarding projects with precision. You will thrive if you have 2–3 years of customer-facing experience, a curiosity for customer needs, and a