Customer Onboarding Manager
P
PleoFintech SaaS
We can hire on a remote, hybrid or in-person set-up in any of the locations listed on the advert but you will need to be physically based in the country of your choice with a valid right to work.Full-TimeMiddle
Salary not disclosed
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Job Details
- Languages
- Spanish, English
- Required Skills
- Project ManagementRisk ManagementCustomer Success
Requirements
- Fluency in Spanish and English.
- Strong understanding of Pleo, B2B SaaS products, configuration, integrations, and troubleshooting.
- Knowledge of accounting principles, financial workflows, and tax codes.
- Successful customer-facing experience.
- Strong planning, prioritisation, and risk management abilities for simultaneous onboarding projects.
- Strong problem-solving skills with attention to detail.
- Effective collaboration skills for cross-functional teamwork.
- Commitment to adapting to changing requirements and staying updated with industry trends.
Responsibilities
- 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 and provide testing support.
- Provide consulting, share best practices, conduct training, and drive user adoption.
- Maintain strong customer relationships and gather feedback, testimonials, or references.
- Collaborate with product and marketing teams to improve the product-led onboarding journey.
- Contribute to team projects to scale onboarding and improve processes.
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