Customer Onboarding Manager I - Lisbon / Madrid

Pleo; 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

About Pleo

Messy spend management is tricky business. And tedious processes are a lose-lose situation for all involved, not just finance. At Pleo, we\'re changing that. 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’.

The word ‘Pleo’ actually means ‘more than you\'d expect’, and living by that mantra has been the secret to our success over the last 10 years.

Now, we\'re at a pivotal moment in our journey; every move we make has a direct impact on our 40,000+ customers, our business, and our collective success. We need people who take pride in uncovering customer needs, who turn complex problems into simple solutions, challenge the way things are done (respectfully), and always aim high. With great ambitions driving us forward, we can\'t say we\'ve got this whole thing figured out. And frankly, that\'s half the fun! What we can say is that we\'re a driven, progressive, and, importantly, a kind bunch of 850+ people from over 100 nationalities, all committed to delivering the future of business spending, together.

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. 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 the 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 CES 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

A fair look for everyone.

Diversity drives us. We can only reach our goals if our team reflects the world around us. That starts with you hitting apply, even if you don\'t tick every single box. We encourage people from all backgrounds and experiences to join us.

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