Customer Onboarding Manager - DACH

Strong understanding of Pleo, B2B SaaS products, relevant technologies including configuration, integrations, and troubleshooting Good knowledge of accounting principles, financial workflows, and tax codes Excellent and successful customer facing experience Genuine curiosity for understanding and fulfillment of customer needs Strong and proven commitment to customer satisfaction and building relationships Excellent planning, prioritisation, and risk management abilities for simultaneous onboarding projects Strong problem-solving skills, with attention to detail Effective collaboration with cross-functional teams to drive success Willingness to adapt to changing requirements and staying updated with industry trends Fluency in German and English

Oversee the Onboarding process Perform onboarding for customers Collaborate with customers and internal teams for a seamless onboarding experience Understand customer requirements Configure the software Provide technical support Manage the project from start to finish Ensure customer success and reference-ability Contribute to scaling and making onboarding more self-serve Identify customer objectives, priorities, policies, systems, and rollout plans Align on project timeline, 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 Maintain strong relationships, gather feedback and CSAT scores Assist in capturing testimonials or references Provide feedback and insights to product, development, and marketing teams Collaborate with stakeholders, share updates, address risks Ensure onboarding timeline and customer satisfaction Gather feedback from self-serve customers to enhance the product-led onboarding journey Contribute to team projects and process improvements