Let's face it: out-of-pocket expenses suck.
Manual expense spreadsheets are old-school.
No one wants to wait until payday to be reimbursed for something they bought for work, and finance teams have better things to do than spend hours tapping away on Excel.
At Pleo, we're on a mission to change this.
We're here to make spend management surprisingly effective and empowering – for finance teams and employees.
We, at Pleo, are looking for a hands-on, experienced customer experience professional to join our DACH Customer Success Team working with our SMB customers.
Positivity, determination, a growth mindset, a strong sense for detail, and the will to push through until the end are critical to your success here.
You are constantly putting the team first, going out of your way to help your customers, and leading from the front, showing the way forward in every interaction.
What we need from you:
You have a growth mindset that always looks for the positive, while your energy is contagious to your colleagues and customers around you.You truly enjoy helping others move and improve.You love helping your customers scale and grow.You love goals and objectives and create your own tasks while chasing your targets.You are a trustworthy person who ensures that deadlines are reached and promises are kept.You always want to improve everything, believing it can always be optimized.Self-improvement and self-awareness are critical to being open-minded to change and constructive feedback.You are empathetic and have a strong ability to feel how others are doing, communicating in an empathetic way. Ideally, you have basic finance/accounting knowledge and/or experience from working with tool integrations.
Your responsibilities will be:
Have a strong focus on adoption and nurturing for customers that have already been onboarded, managing up to 1,000 accounts in your portfolio.Identify gaps between best practice and actual usage of our product and features.Ensure the customer learns about and uses all the features that will unlock value for them.Play a critical role in managing customer escalations and proactively communicating upcoming product changes and enhancements.Help Pleo achieve operational excellence for its customers.Avoid customer churn by working with health scores, product, and feature adoption.Collaborate across teams to improve the entire customer segment from lead to nurturing.Create great nurturing at scale through automation, optimization, and the right data usage.
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