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.
Some of the fun you will have:Facing the customer externally: After our Nordic-based 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, and facilitate handover to the dedicated Customer Success Manager.Maintain strong relationships, gather feedback, and CSAT 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, and 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.
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