Remote opportunity at
PleoCustomer Onboarding Manager II - London
Pleo provides spend management solutions designed to make business finances seamless and effective for employees and finance teams. Operating with a team across multiple nations, the…
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About This Role
Pleo provides spend management solutions designed to make business finances seamless and effective for employees and finance teams. Operating with a team across multiple nations, the company helps organizations handle expenses with modern tools. The Customer Onboarding Manager II position involves owning a portfolio of major enterprise clients throughout the UK and Europe. This role suits professionals who excel at guiding high-value accounts through technical configurations, establishing trusted relationships with…
Job Description
Pleo provides spend management solutions designed to make business finances seamless and effective for employees and finance teams. Operating with a team across multiple nations, the company helps organizations handle expenses with modern tools. The Customer Onboarding Manager II position involves owning a portfolio of major enterprise clients throughout the UK and Europe.
This role suits professionals who excel at guiding high-value accounts through technical configurations, establishing trusted relationships with senior stakeholders, and ensuring successful product adoption. Responsibilities include overseeing implementation projects, providing consultation, and collaborating with cross-functional internal departments. Candidates should bring strong planning capabilities and experience managing complex B2B technology relationships.
The position offers fully remote or hybrid working arrangements. Employees receive a range of offerings including private healthcare, paid parental leave, holiday allowances with options to purchase extra days, and mental health and well-being support.
Responsibilities
- Manage a portfolio of large, complex enterprise clients across the UK and Europe during their onboarding journey.
- Establish project timelines, scope, resources, and integration requirements with customer stakeholders.
- Configure Pleo features such as user activations, limits, cards, integrations, and compliance settings.
- Integrate the platform with client accounting systems and assist with data testing.
- Conduct training sessions, share best practices, and offer consulting to drive user adoption.
- Provide hyper care support, lead final review calls, and execute handovers to dedicated Customer Success Managers.
- Gather client feedback, calculate CES scores, and collect testimonials or references.
- Collaborate across internal teams including product, finance, sales, and revenue operations to share updates and mitigate risks.
Requirements
- At least three years of direct mid-market or enterprise customer onboarding or customer success experience handling high-value B2B clients.
- Five or more years of total experience in Customer Success, account management, consulting, implementation, or a related customer-facing capacity.
- Background working in SaaS, fintech, enterprise technology, or other complex B2B tech settings.
- Demonstrated executive relationship-management capabilities with senior decision-makers.
- Strong project management skills with the ability to handle multiple onboarding pipelines simultaneously.
- Excellent verbal and written communication abilities in English.
Qualifications
- Background in fintech, payments, spend management, financial operations, or expense-management technology.
- Experience engaging with finance leaders, procurement teams, controllers, CFO organizations, or transformation leaders.
- Familiarity managing multi-country or multinational enterprise accounts.
- Prior work with ERP, accounting, procurement, or financial-system integrations.
- Experience assisting clients through major organizational or technology transformation.
- Background collaborating with Product teams on strategic customer feedback and roadmap discussions.
Core Skills
Benefits
- A personal Pleo card for company expenses
- Catered meals on work days or a local lunch allowance
- Comprehensive private healthcare options such as Vitality, Alan, or Médis depending on location
- 25 days of holiday plus public holidays
- Option to buy 5 additional holiday days via salary sacrifice
- Access to free mental health and well-being support through MyndUp
- Paid parental leave
- Hybrid and fully remote working choices
Frequently Asked Questions
What is the employment type and remote status for this role?
The position is a full-time role offering both fully remote and hybrid working options.
What is the salary for the Customer Onboarding Manager II position?
The job posting does not specify a salary.
What kind of experience is required to apply?
Applicants must have at least three years of direct mid-market or enterprise customer onboarding or success experience managing complex B2B clients, along with five or more years of overall experience in customer-facing roles within SaaS, fintech, or enterprise technology.
What does the interview process involve?
The evaluation process includes an initial 30-minute introductory call with a Talent Partner, a 45-minute interview with the Hiring Manager, and a Pleo Challenge session with two Customer Experience leaders.
Sample Interview Questions
AI-generated questions tailored to this specific role — a preview of the full practice set.