Customer Success Manager II

New
P
PleoFintech SaaS
Lisbon, Portugal, or London, UKFull-TimeMiddle
Salary not disclosed
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Job Details

Languages
English
Experience
5+ years
Required Skills
Project ManagementCustomer SuccessSaaSAccount Management

Requirements

  • 5+ years of experience in account management, sales, or customer success roles.
  • Fluent in English.
  • Ability to work in a high-volume, high-velocity environment.
  • Strong aptitude for project management and coordinating multiple initiatives.
  • Proven experience in upselling and cross-selling strategies.
  • Strong empathy and ability to communicate effectively in emotional or challenging situations.
  • Self-motivated with the ability to create own tasks and manage goals.
  • Trustworthy with a commitment to meeting deadlines and keeping promises.
  • Collaborative mindset with experience working across cross-functional teams.

Responsibilities

  • Nurture, support, and process expansion for existing customers.
  • Act as a trusted product advisor to optimize customer value-add and processes.
  • Own the adoption journey for your customer portfolio post-onboarding.
  • Collaborate across internal teams including product, marketing, and support to improve customer experience.
  • Manage inbound communications via email, Intercom, and marketing channels.
  • Cultivate key customers to act as advocates for Pleo.
  • Manage day-to-day operations and long-term business relationships.
  • Measure customer health scores and proactively drive feature adoption to prevent churn.
  • Bridge the gap between customer feedback and the product team to optimize product-market fit.
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