Customer Onboarding Manager II

About the role

The Customer Onboarding Manager II will own a portfolio of large, complex, and strategically important enterprise customers, overseeing the onboarding process from start to finish. This role acts as a bridge between technology and human connection, configuring solutions to match unique customer needs and driving user adoption. You will collaborate with internal teams and customer stakeholders to ensure a smooth, memorable journey and successful implementation.

Responsibilities

• Build trusted relationships with senior and executive stakeholders
• Align with 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 and help test
• Provide consulting, share best practices, conduct training and help drive user adoption
• Provide hyper care, conduct final review calls, and facilitate handover to the dedicated Customer Success Manager
• Accurately track efforts for revenue recognition and resource allocation

Required skills

• Customer onboarding
• Customer success
• SaaS
• Fintech
• B2B technology
• Executive relationship management
• Stakeholder management
• Project management
• Risk management
• Cross-functional leadership

Nice to have

• Payments
• Spend management
• Financial operations
• ERP integration
• Accounting system integration
• Procurement

Benefits

• Pleo card
• Lunch allowance
• Private healthcare
• 25 days of holiday
• Mental health support
• Paid parental leave

About the Company

Pleo builds spend solutions that make managing money seamless, empowering, and effective for finance teams and employees. With over 850 employees from more than 100 nationalities, the company is committed to delivering the future of business spending.