Enterprise Customer Onboarding Manager
New
P
PleoFintech / SaaS
London, Copenhagen, MadridFull-TimeSenior
Salary not disclosed
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Job Details
- Languages
- English
- Experience
- At least three years of direct mid-market or enterprise customer onboarding or customer success experience; five or more years of overall experience in Customer Success, account management, consulting, implementation, or a related customer-facing role.
- Required Skills
- Project ManagementStakeholder managementCustomer SuccessSaaSAccount Management
Requirements
- At least three years of direct mid-market or enterprise customer onboarding or customer success experience.
- Five or more years of overall experience in Customer Success, account management, consulting, implementation, or a related customer-facing role.
- Experience working in SaaS, fintech, enterprise technology, or a complex B2B technology environment.
- Strong executive relationship-management skills and credibility to engage senior decision-makers.
- Proven ability to manage complex stakeholder environments involving multiple teams and business units.
- Excellent verbal and written communication skills with the ability to lead difficult conversations and present to executives.
- Excellent planning, prioritization, and risk management abilities for simultaneous onboarding projects.
- Strong cross-functional leadership skills with the ability to align internal stakeholders.
- Structured and proactive approach to project management with excellent attention to detail.
- Proficiency in English.
Responsibilities
- Build trusted relationships with senior and executive stakeholders to serve as a credible advisor.
- 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, export expenses, and facilitate testing.
- Provide consulting, share best practices, conduct training, and drive user adoption.
- Provide 'hyper care', conduct final review calls, and facilitate handover to Customer Success Managers.
- Accurately track efforts for revenue recognition and resource allocation.
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