About the role

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 Customer Success Manager to join our Customer Experience team at Pleo. In this role, you'll help our SMB customers achieve success and maximise the value of Pleo’s solutions and be part of a dynamic and collaborative team as we scale our innovative expense management platform across Germany and Denmark

If you're excited about solving customer challenges, and driving growth through exceptional service and are passionate about Customer Success in the SaaS industry, then this is the opportunity for you!

Who you’ll be working with and reporting to

You’ll report to our CX Manager and work closely with teams in CX, Onboarding, AM, Sales and Product. Our team of 30 is highly collaborative and dedicated to Customer Experience.

What you’ll be doing

As a Customer Success Manager, your main markets will be Denmark and Germany, and you could also work with UKI customers. You will:

Nurture, support and process expansion for any opportunity from the customer base
As a customer's trusted product advisor and business consultant advise them on how to create their ideal processes with the tool to optimise their value-add
Own the adoption journey of your customer portfolio (after the onboarding phase)
Collaborate across teams with different internal stakeholders such as product management, services & solutions, marketing, customer support, etc. to improve the entire customer experience
Receive, qualify and triage all inbound communication from all communication channels; email, Intercom (web chat), and/or other performance marketing channels
Cultivate key customers to become advocates of Pleo and the Fintech community
Manage day-to-day operations and long-term business relationships with our customers
Do everything in your power to prevent customers from leaving Pleo through measuring health scores, and product/ feature adoption and acting proactively on those
Optimise the product-market-fit by building the bridge between the customer's feedback and our product team

What you bring

You’ll thrive in this role if you have:

Prior experience in account management or sales or customer success roles
You have an open mindset that always looks for the positive. Your customers and colleagues find your energy contagious
You truly enjoy helping others move and improve. You love helping your customers scale and grow
You love goals and objectives. You don't always need to be given tasks – you create your own tasks while chasing your targets, and it motivates you to reach them
You love a fast-paced and dynamic environment, where you have different kinds of tasks - from customer calls to meetings with our product team
This is a high volume, high velocity role. Being able to think and do things at scale is a huge plus
You are a trustworthy person who always ensures that deadlines are reached, promises are kept, and you do what is expected of you
You are empathetic. You have a strong ability to feel how others

Skills & Tags

go rust ai data product marketing sales

Aplyr's read

Pleo revolutionizes business expense management with innovative financial technology, attracting tech-savvy professionals eager to streamline financial processes in dynamic environments.
Synthesized from recent postings & public sources

What's promising

•Pleo offers a cutting-edge platform for expense management, appealing to tech enthusiasts.
•The company is expanding rapidly, hiring across engineering, product, and operations roles.
•Pleo's focus on innovation includes roles like Staff Engineer in GenAI Core.

What to watch

•Pleo operates in a competitive fintech market with numerous similar solutions.
•The company's rapid growth may lead to scaling challenges internally.
•Limited public information about Pleo's financial stability and long-term profitability.

Why Pleo

•Pleo's smart company cards simplify expense tracking, offering a unique edge.
•The platform integrates seamlessly with accounting systems, enhancing user experience.
•Pleo's emphasis on design systems and GenAI indicates a forward-thinking approach.

Aplyr’s read is generated by AI from public sources. Was it useful?

About Pleo

Pleo

pleo.io

View company

Pleo is a financial technology company that provides smart company cards and expense management solutions for businesses. Their platform simplifies expense tracking and management, allowing companies to gain better control over their spending and streamline financial processes.