At a Glance
- Tasks: Lead onboarding for Pleo's largest customers, ensuring smooth implementation and adoption.
- Company: Join a dynamic team at Pleo, revolutionising spend management for over 40,000 customers.
- Benefits: Enjoy competitive pay, private healthcare, 25 days holiday, and flexible working options.
- Other info: Be part of a diverse team committed to innovation and customer satisfaction.
- Why this job: Make a real impact by transforming customer experiences and driving business success.
- Qualifications: 8+ years in customer onboarding and strong leadership skills required.
The predicted salary is between 66150 - 80850 £ per year.
About Pleo
Messy spend management is tricky business. 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 Senior Manager, Onboarding to join our Customer Experience team at Pleo. In this role, you'll lead the strategy, operating model, and team responsible for onboarding Pleo's largest, most complex, and strategically important customers. You'll ensure enterprise customers move from contract signature to successful implementation, adoption, and measurable value through a structured, relationship-driven onboarding experience. You'll lead a team responsible for complex customer programmes that may involve multiple business units, entities, countries, technical integrations, senior stakeholders, and change-management requirements.
Who you’ll be working with and reporting to
You will report to our Director, Customer Success and work closely with leaders and teams across customer success and support, sales and account management, product, and others. You'll lead a team of 4 enterprise onboarding managers responsible for delivering high-touch onboarding programmes to Pleo's largest customers.
What you’ll be doing
- Lead the team and the strategy: Set the strategy for onboarding our biggest, most complex customers, and lead the team that delivers it.
- Manage and grow a team: Give clear goals around customer outcomes, quality, and time-to-value.
- Run the end-to-end onboarding model: From discovery and implementation planning through configuration, integrations, enablement, go-live, and handover to Customer Success.
- Build relationships that matter: Build trust with senior stakeholders, CFOs, finance leaders, transformation leads, IT leaders, and executive sponsors.
- Keep every onboarding conversation focused on business value: Connect what Pleo does to what the customer is actually trying to achieve.
- Lead executive conversations: On progress, value, risk, and readiness, and hold your own in technical conversations with Product, Engineering, Solutions, and Security.
- Keep programmes on track: Set clear governance for every programme: scope, milestones, owners, decisions, dependencies, and risks.
- Strengthen the handoffs: Work with Sales before and during handover to confirm requirements, complexity, timelines, and what we've committed to.
- Drive adoption, not just go-live: Build enablement programmes that help admins, finance teams, managers, and employees actually use Pleo well.
- Use data to keep improving: Track onboarding health, timelines, capacity, and go-live confidence, and forecast what's coming.
What you bring
You’ll thrive in this role if you have:
- 8+ years of experience in customer onboarding, enterprise implementation, customer success, customer enablement or a related customer-facing function.
- 4+ years leading people, ideally in enterprise onboarding, implementation, solutions, or customer success teams.
- A track record of delivering onboarding or implementation programmes at enterprise tech companies.
- Experience with large, complex customers, multiple stakeholders, regions, entities, workflows or technical dependencies.
- A relationship-first leadership style, and the ability to earn trust with senior customer stakeholders quickly.
- Real executive presence: you're comfortable presenting to CFOs, finance leaders, technology leaders, and executive sponsors.
- Experience leading technical conversations with Product team covering integrations, security, data or configuration.
- Experience building enablement programmes for different audiences.
- Strong people-management and coaching skills, with a record of building high-performing, customer-facing teams.
- Commercial awareness: you understand how onboarding quality affects adoption, retention, customer confidence, revenue, and account growth over time.
- Strong cross-functional leadership, you can influence teams and leaders even without direct authority over them.
- A data-driven, disciplined approach: you use metrics, forecasts, and customer signals to guide decisions.
Why is this role a good fit for you
This role is a good fit for you if:
- You think in outcomes, not tickets.
- You like leading a team through complexity, juggling multiple stakeholders, competing priorities, and the occasional at-risk programme.
- You'd rather be in the room with a CFO than behind a project plan.
This role is not a good fit for you if:
- You prefer a narrower, more predictable scope.
- You'd rather stick to the technical side of implementation.
- You're looking for a purely individual-contributor role.
How you’ll develop in this role
In your first 6 months at Pleo, you’ll:
- Build a mature and repeatable enterprise onboarding and enablement operating model.
- Deliver measurable improvements in time-to-value, go-live success, adoption, and customer satisfaction.
- Establish stronger relationships and governance across Pleo’s largest customer implementations.
- Reduce implementation delays caused by unclear ownership, technical dependencies, or stakeholder misalignment.
- Improve how customer value is defined, positioned, measured, and transferred into ongoing Customer Success plans.
The location
Please note: We can hire on a hybrid 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.
Your own Pleo card (no more out-of-pocket spending!)
Lunch is on us for your work days - enjoy catered meals or receive a lunch allowance based on your local office.
Comprehensive private healthcare - depending on your location, coverage options include Vitality, Alan or Médis.
We offer 25 days of holiday + your public holidays.
For our Team, we offer both hybrid and fully remote working options.
We use MyndUp to give our employees access to free mental health and well-being support.
Paid parental leave - we want to make sure that we're supportive of families.
The interview process
If your application is successful, our interview process is as follows:
- Intro call: A 30-minute chat with our Talent Partner.
- Hiring Manager Interview: 45 mins interview to go deeper on your experience.
- Pleo Challenge and Panel Interview: We will send you a take home test and invite you to present it during a 60 mins team interview.
- Final Interview: A final interview with a Senior Leader.
Transparency is important to us so we also wanted to share some insights about what we’re looking for in applications.
English first. Since it's our company language, please submit your application in English.
A fair look for everyone. Our talent team reads every single application to ensure the process is fair.
Diversity drives us. We encourage people from all backgrounds and experiences to join us.
Interview at your best. We want you to feel comfortable throughout the process.
Your data is safe. When you apply, we process your personal data as a data processor.
Applying for multiple roles? Nothing is stopping you, and we assess every role independently.
Reapplying. If you’re applying for the same role again, please wait six months from your last decision before hitting submit.
Senior Manager, Onboarding (high-touch customers) employer: Whereby
Pleo is an exceptional employer that fosters a dynamic and inclusive work culture, where over 850 employees from more than 100 nationalities collaborate to redefine spend management. With a strong emphasis on employee growth, Pleo offers comprehensive benefits including private healthcare, generous holiday allowances, and flexible working options, ensuring that team members feel valued and supported in both their professional and personal lives. The role of Senior Manager, Onboarding presents a unique opportunity to lead high-impact initiatives while building meaningful relationships with senior stakeholders, all within a vibrant and innovative environment.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Manager, Onboarding (high-touch customers)
✨Get to Know the Company Culture
Before jumping into applications, it’s super helpful to understand the vibe at Whereby. Check out their social media, read reviews on sites like Glassdoor, and see how they engage with customers. It'll give you clues on their values and help tailor your conversation during interviews.
✨Join Customer Support Communities
Dive into online communities like those on Reddit or LinkedIn where customer support pros hang out. Participating in discussions or asking questions can make you more visible to potential recruiters and help you learn about job openings at companies like Whereby before they even post them.
✨Attend Job Fairs or Networking Events
Look out for local job fairs or events specifically for customer support roles. This is your chance to meet hiring managers face-to-face, and you might even get the opportunity to interview on the spot!
✨Show Off Your Skills with Customer Interactions
In the customer support world, showcasing your communication skills is key. Consider creating a short video introducing yourself or even doing a mock call to showcase your abilities. It's a memorable way to stand out, especially if you can share this during your interview process!
We think you need these skills to ace Senior Manager, Onboarding (high-touch customers)
Some tips for your application 🫡
Show Off Your Communication Skills:In customer support, clear communication is key. Make sure your CV highlights any experience you've had in customer-facing roles and your ability to resolve issues. Don't shy away from including specific examples of how you've gone above and beyond to help customers – this really shows your potential in the role.
Tailor Your Cover Letter to Whereby:Your cover letter is your chance to shine! Tell us why you want to work at Whereby specifically. Mention any unique aspects of our company that resonate with you and how your skills can enhance our customer support. This personal touch will set your application apart from the rest!
Highlight Any Relevant Tools or Tech Skills:If you've used customer support software like Zendesk or Freshdesk or have experience with CRM systems, make sure to mention these in your application. Being familiar with industry-standard tools can be a big plus for us when we’re reviewing applications, as it shows you can hit the ground running!
Demonstrate Your Problem-Solving Skills:Customer support roles often require a knack for problem-solving. In your application, share examples of past experiences where you've tackled tough situations or resolved conflicts effectively. This will give us a good sense of how you handle challenges—an essential skill for success at Whereby!
How to prepare for a job interview at Whereby
✨Show Off Your People Skills
In customer support, it's all about communicating effectively. Prepare to share instances from your past experiences where you handled difficult customers or resolved conflicts. We want to hear how you empathised and found the best solutions, so think of specific examples to back up your stories!
✨Know the Tools of the Trade
Familiarise yourself with common customer support tools like Zendesk or Freshdesk, and make sure to review how you’ve used any similar systems in the past. During the interview, being able to discuss your hands-on experience with software or ticketing systems can really set you apart from the competition, so don’t skip this prep!
✨Show Genuine Enthusiasm
As this is a full-time role, employers want someone who isn’t just looking for any job, but wants to grow within customer support. Make sure to express your enthusiasm for helping customers and your desire to develop your skills. Show them why you're passionate about this field!
✨Practice Common Scenarios
Be prepared for role-playing scenarios where you might have to reassess a solution with a frustrated customer or explain a complex process in simple terms. Practising these common scenarios can help us feel more confident and demonstrate our practical skills effectively during the interview.