EXTERNAL TEMPLATE - Hybrid adverts

Pleo
London, Copenhagen, Madrid
Full timeFunction: Solutions Engineering & Sales EngineeringSkills: ["Relationship management","Problem-solving","Executive communication","Project planning","Risk management"]

Own onboarding for large, strategically important enterprise customers across Europe & the UK. You’ll guide customers through project timelines, scope, and integrations, configuring Pleo (activation, limits, cards, integrations, and compliance) and supporting accounting system integration and testing. Serve as a trusted advisor—delivering consulting, best practices, and training—while running hyper-care, maintaining governance, capturing feedback and CES scores, and ensuring smooth handover to Customer Success.

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Pleo
Pleo
2 days ago

EXTERNAL TEMPLATE - Hybrid adverts

✓ Verified Job

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Source: Company careers pageValidated by: Fursa AI
Last checked: 18 hours agoStatus: Live

Job Summary

Own onboarding for large, strategically important enterprise customers across Europe & the UK. You’ll guide customers through project timelines, scope, and integrations, configuring Pleo (activation, limits, cards, integrations, and compliance) and supporting accounting system integration and testing. Serve as a trusted advisor—delivering consulting, best practices, and training—while running hyper-care, maintaining governance, capturing feedback and CES scores, and ensuring smooth handover to Customer Success.
Location: London, Copenhagen, Madrid
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Own onboarding for enterprise customers, ensuring smooth delivery from start to finish and aligning stakeholders on governance.
  • •Align with customers on timelines, scope, resources, and integration requirements.
  • •Configure Pleo for users (activation, limits, cards, integrations, compliance) and help integrate with customers’ accounting systems and expense export.
  • •Provide consulting, share best practices, and deliver training to drive user adoption; conduct hyper-care and final review calls with handover to the Customer Success Manager.
  • •Track feedback and CES scores, gather testimonials, support revenue recognition tracking, and share insights with product, development, and marketing teams.

Pay and Benefits

Perks:Meal AllowanceHealth InsuranceRemote WorkPaid Parental

Key Requirements

  • •At least three years of direct experience onboarding mid-market or enterprise customers, managing large, complex, high-value B2B accounts.
  • •Five or more years of overall experience in customer success, account management, consulting, implementation, or a related customer-facing role.
  • •Experience in SaaS, fintech, enterprise technology, or another complex B2B technology environment.
  • •Strong skills managing executive relationships and communicating with senior decision-makers confidently.
  • •Ability to plan, prioritize, and manage risk across multiple simultaneous onboarding projects and stakeholders.
Experience:SaaSFintechEnterprise technologyB2BCustomer onboarding
Skills:Relationship managementProblem-solvingExecutive communicationProject planningRisk management
Languages:English
Tech Stack:SaaSFintechERPAccounting systemsProcurement systems

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