Customer Onboarding Manager I - Lisbon / Madrid / Berlin

Pleo
Lisbon, Berlin, Madrid
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 2-3 yearsSkills: ["Customer satisfaction","Relationship building","Planning","Prioritisation","Risk management","Problem-solving","Cross-functional collaboration"]

Own end-to-end customer onboarding for Pleo across Europe & the UK, from kickoff and project planning to configuring users, limits, cards, integrations, and compliance. Serve as the go-to expert for technical questions, consulting, best practices, and training to drive adoption. Collaborate with internal teams, run final review calls and handover to Customer Success, and track timelines, feedback, CES scores, and risks while continuously improving processes.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Pleo
Pleo
1 day ago

Customer Onboarding Manager I - Lisbon / Madrid / Berlin

âś“ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 8 hours agoStatus: Live

Job Summary

Own end-to-end customer onboarding for Pleo across Europe & the UK, from kickoff and project planning to configuring users, limits, cards, integrations, and compliance. Serve as the go-to expert for technical questions, consulting, best practices, and training to drive adoption. Collaborate with internal teams, run final review calls and handover to Customer Success, and track timelines, feedback, CES scores, and risks while continuously improving processes.
Location: Lisbon, Berlin, Madrid
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Oversee and execute the onboarding process for customers from start to finish.
  • •Identify customer objectives, priorities, policies, systems, and rollout/integration requirements; align on timelines, scope, resources, and deliverables.
  • •Configure Pleo for users (activation, limits, cards, integration, compliance) and integrate with customers’ accounting systems; help test and export expenses.
  • •Provide consulting, share best practices, conduct training, and drive user adoption; run final review calls and facilitate handover to the Customer Success Manager.
  • •Track onboarding timelines and customer satisfaction, gather feedback and CES scores, and provide insights to product, development, and marketing teams.

Key Requirements

  • •2-3+ years of customer-facing experience, ideally in customer onboarding or customer success.
  • •Knowledge of accounting principles and financial workflows (desirable).
  • •Commitment to customer satisfaction and building strong relationships.
  • •Strong planning, prioritisation, and risk management for multiple onboarding projects at once.
  • •Ability to collaborate cross-functionally and clearly break down customer problems to technical and non-technical partners.
Experience:2-3 years
Skills:Customer satisfactionRelationship buildingPlanningPrioritisationRisk managementProblem-solvingCross-functional collaboration
Languages:EnglishGerman

Company Brief

Pleo
Provides spend management software that helps businesses issue company cards, control expenses, automate reimbursements, and track team spending in one platform. Aims to simplify financial workflows for modern companies.
Industry: Fintech Infrastructure
Company Size: Large (251 to 1,000 employees)
Growth: Scaleup
Headquarters: Copenhagen, Denmark
Founded: 2015
WebsiteLinkedIn