Customer Onboarding Specialist

2 weeks ago

London, Greater London, United Kingdom Pleo Full time
Customer Onboarding Manager - UK/I & France

Pleo is seeking a skilled Customer Onboarding Manager to join our team in the UK/I & France region. As a key member of our Solutions & Services team, you will be responsible for delivering seamless onboarding experiences to our customers, ensuring their technical queries are addressed, and providing consultation and training to drive user adoption.

  • Work closely with customers to identify objectives, priorities, policies, systems, and effective rollout plans.
  • Align with customers on project timelines, scope, resources, and integration requirements.
  • Integrate Pleo with the customer's accounting system, export expenses, and assist in testing.
  • 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, and facilitate handover to the dedicated Customer Success Manager.

You will thrive in this role if you have:

  • 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.
  • Strong and proven commitment to customer satisfaction and building relationships.
  • Excellent planning, prioritisation, and risk management abilities for simultaneous onboarding projects.
  • Complete business fluency in English, bonus points if you can speak French.

Pleo offers a range of benefits, including:

  • Lunch is on us - with catering in our London offices or a monthly lunch allowance paid directly together with your salary in other markets.
  • Private health insurance with Vitality to ensure you're fit in body and mind to do your best work.
  • In Lisbon, we offer 25 days of holiday + your public holidays.
  • For our commercial teams we do hybrid working: 3 days in office and 2 days at home weekly, you choose which days.
  • Option to purchase 5 additional days of holiday through a salary sacrifice.
  • Access to LinkedIn Learning - acquire new skills, stay abreast of industry trends and fuel your personal and professional development continuously.
  • Paid parental leave - we want to make sure that we're supportive of families and help you feel that you don't have to compromise your family due to work.

Please submit your application in English; it's our company language so you'll be speaking lots of it if you join.

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