About Pleo

Messy spend management is tricky business. And tedious processes are a lose-lose situation for all involved, not just finance. At Pleo, we're changing that. We build spend solutions that make managing money seamless, empowering, and surprisingly effective for finance teams and employees alike - with a vision to help all businesses ‘go beyond’.

The word ‘Pleo’ actually means ‘more than you’d expect’, and living by that mantra has been the secret to our success over the last 10 years.

Now, we’re at a pivotal moment in our journey; every move we make has a direct impact on our 40,000+ customers, our business, and our collective success. We need people who take pride in uncovering customer needs, who turn complex problems into simple solutions, challenge the way things are done (respectfully), and always aim high. With great ambitions driving us forward, we can’t say we’ve got this whole thing figured out. And frankly, that’s half the fun! What we can say is that we’re a driven, progressive, and, importantly, a kind bunch of 850+ people from over 100 nationalities, all committed to delivering the future of business spending, together.

About the role

We're looking for a Spanish and English-speaking Onboarding Manager to join our CX Onboarding Team at Pleo. In this role, you will be responsible for overseeing the Onboarding process, performing onboarding, collaborating with customers and internal teams to ensure a seamless onboarding experience for mainly the Spanish and UK market. Your role will involve understanding customer requirements, configuring the software, providing technical support, and managing the project from start to finish, and work with an objective to make the customer successful and reference-able. You will also be part of a project that looks at scaling Onboarding and making it more self-serve.

Who you’ll be working with and reporting to

You’ll report to our Manager of CX Onboarding and work closely with teams in Sales, Adoption and Account Management. Our team of 8 is highly collaborative and dedicated to delivering the best start to Pleo possible for our customers. You’ll also have the chance to partner with teams across Product to ensure long-term scalability of our Onboarding process.

What you’ll be doing

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
Collaborate with our Product teams and gather feedback from self-serve customers to enhance our product-led onboarding journey
Contribute to team projects and process improvements

What you bring

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 fulfilment 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 Spanish and English are required for the role

Why is this role a good fit for you

This role is a good fit for you if:

You enjoy owning a customer relationship and get genuine satisfaction from seeing a customer succeed because of work you did
You're comfortable sitting at the intersection of technical and commercial
You're fluent in both Spanish and English and want to use both languages meaningfully in your day-to-day work

This role is not a good fit for you if:

You prefer deep specialist work over breadth
You want a stable, well-defined process to follow
You find purely reactive customer support fulfilling enough

How you’ll develop in this role

In your first 6-12 months at Pleo, you’ll:

Lead end-to-end onboarding projects for customers in the Spanish and UK markets
Collaborate with the product team to surface patterns from self-serve customers
Grow your skills in scalable customer success, contributing to team projects that move Onboarding from high-touch to self-serve

The location

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. We are unable to offer visa sponsorship for this role.

Show me the benefits!

Your own Pleo card (no more out-of-pocket spending!)
Lunch is on us for your work days
Comprehensive private healthcare
25 days of holiday + your public holidays
Hybrid and fully remote working options
Free mental health and well-being support via MyndUp
Paid parental leave

The interview process

Intro call: A 30-minute chat with our Talent Acquisition Partner
Hiring manager interview: A 45-minute interview with our CX Onboarding manager
Challenge & Team Interview: Take-home task + 60 min team interview
Final Interview: Final conversation with a senior leader

About your application

English first: please submit your application in English
A fair look for everyone: every application is reviewed by a human
Diversity drives us: we encourage people from all backgrounds to apply
Interview at your best: accessibility accommodations available
Your data is safe: personal data processed per Privacy Policy
Applying for multiple roles: possible, assessed independently
Reapplying: wait six months before reapplying for the same role

Customer Onboarding Manager- Spanish Speaking