Digital Onboarding Specialist I - Lisbon / Madrid

The role

You will oversee and execute the onboarding process for customers across Europe and the UK. You will configure Pleo to match customer needs, provide technical consultation, and conduct training to drive user adoption.

What you will do

• Identify customer objectives, priorities, policies, systems, and rollout plans
• 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 customer accounting systems and help test expense exports
• Provide consulting, share best practices, and conduct training
• Assist in preparing data, communication, policies, and guides
• Provide hyper care and facilitate handover to Customer Success Managers
• Maintain customer relationships and gather feedback and CES scores
• Track efforts for revenue recognition and resource allocation
• Provide feedback and insights to product, development, and marketing teams

Required qualifications

• At least 2-3 years of successful customer facing experience
• Excellent planning, prioritisation, and risk management abilities
• Effective collaboration with cross-functional teams
• Complete business fluency in English

Nice to have

• Knowledge of accounting principles and financial workflows

About the company

Pleo builds spend solutions to make managing money seamless for finance teams and employees. The company consists of over 850 people from over 100 nationalities.