CUSTOMER ONBOARDING MANAGER- UK/I

Location
Lisbon, London
Team
Customer Experience
Apply now
Step into the world of Solutions & Services at Pleo, 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.

GOT ANY QUESTIONS?

Read our FAQ
Apply for this role
We’re looking for new friends, gifted minds, team players, restless talents and passionate problem solvers.
First Name
Last Name
Email
Phone
+44
Resume/CVAttach
(File type: pdf, doc, docx, txt, rtf), max 5MB
LinkedIn Profile:
Tell us: Why Pleo? Why this role? Why you?
Do you have the legal right to work in London? (Please note, we cannot provide visa sponsorship for this role)
Do you have fintech experience, or, have you worked in a finance-focused setting?
I accept the Terms of Service and Privacy Policy
Submit
Some more roles for you…
And it doesn’t stop there. Why not have a browse at our other open roles in this department?
Senior Channel Partner Manager - UK
London
People Partner - Lisbon
Lisbon
Customer Onboarding Manager- UK/I
Lisbon, London
See more roles
How Pleo hires
-
1
The first call(s)
Let’s get to know each other. We want to find out more about you, your motivations, and give you more information about the role.
-
2
The challenge
The task is deliberately open-ended and based on something you’ll actually work on. There are no right or wrong answers here.
-
3
The team interview
Expect to share a (virtual) meeting room with two to three people you’ll work with regularly if you get the job.
-
4
The final interview
A call with someone in leadership who’ll walk you through the big picture and chat about how your role will figure into that.
Find out more

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, bonus points if you can speak Frenc

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, bonus points if you can speak French