Let's face it: out-of-pocket expenses suck. And manual expense spreadsheets are old-school. No one wants to wait until payday to be reimbursed for something they bought for work, and finance teams have better things to do than spend hours tapping away on Excel. At Pleo, we're on a mission to change this. We're here to make spend management surprisingly effective and empowering - for finance teams and employees.
We're doing away with an outdated business process to end out-of-pocket spending, encourage autonomy and give finance teams trust in employees. You'll be selling the SaaS tool (company spending solution) that comes with physical pre-paid cards that are then distributed to all employees of the company. But Pleo's about more than just paying for stuff. You'll be helping our customers simplify and streamline their invoices, reimbursements, subscriptions - the lot.
As a Pleo Presales Engineer, your primary responsibilities will be to champion customer needs, articulate the value of our technology, and accelerate the sales cycle and in addition, aim to generate actionable insights to guide product development and engineering decisions, thereby creating a virtuous cycle of customer satisfaction, sales success, and continuous product improvement. You will play a critical role in driving sales success by providing technical expertise, accounting expertise and seamless support throughout the pre-sales process.
The success in this role will be measured by delivering high-quality solutions that meet clients' needs, drive revenue growth, minimize sales cycle length, contribute to the sales process, and minimize escalations.This role will be mainly office based, 3 days per week minimum expected in our Farringdon office.
So, what will you be doing?
Customer Facing:
- Understand customer objectives, challenges, and requirements
- Understand their technical environment, accounting needs, integration requirements
- Conduct generic or tailored product demonstrations, presentations, and workshops
- Showcase the features, capabilities, and benefits of Pleo's solution
- Provide consultative guidance to address customer-specific needs and use cases
- Develop and deliver technical proposals, and responses, trial and proof of concepts
- Actively engage customers, also answer technical questions, and address concerns
- Provide post-demo support, including follow-up documentation, answering additional inquiries, and facilitating technical deep-dives if necessary
- Build and maintain strong customer relationships, gathering feedback, and ensuring high customer satisfaction levels.
Internal Teams:
- Provide feedback and insights to product and engineering teams
- Share knowledge, insights, trends, best practices with pre-sales and sales colleagues
- Assist development of sales enablement resources, such as technical documentation, FAQs and competitive analysis
What we are looking for
- In-depth understanding of Pleo, B2B SaaS products, APIs and relevant technologies, including configuration, integrations and troubleshooting
- Fintech experience or familiarity with accounting principles, financial workflows and tax codes a must
- Fluency in English is required as our company language.
- Fluency in Danish/Swedish/German/French/Spanish would be a plus.
- Demonstrated success in customer-facing roles and relationship-building skills, with a customer-centric mindset
- Excellent understanding of sales techniques and principles, with a genuine curiosity and empathy towards understanding and fulfilling customer needs.
- Strong problem-solving skills, attention to detail and the ability to think on your feet during customer interactions or changing requirements.
- Ability to interpret and make use of complex data to understand customer behavior, identify sales opportunities and predict future trends
- Proven ability to identify product gaps or integration needs, and qualify deals and feedback with insights to product and engineering teams
- Ability to explain complex technical concepts in simple, understandable terms to non-technical stakeholders, that includes written and verbal communication during presentations and demonstrations
- Excellent planning, prioritization and risk management abilities to handle multiple pre-sales engagement simultaneously
- Collaborative mindset, effectively working with multiple teams to achieve shared goals
- Constant desire to stay updated with industry trends and advancements
Your colleagues say you:
- Are easy to work with, you are curious and adaptable
- Are bold and not afraid to try something new
- Are receptive to giving and receiving feedback
- Are a team player - we have no room for sharp elbows, politics, or egos in Pleo. We succeed as a team.
- Are a person they would also enjoy having a coffee with (virtual or not) ️
Show me the benefits.
- Your own Pleo card (no more out-of-pocket spending)
- Standard Health Insurance
- For our commercial teams we do 3 days in office and 2 days at home weekly, you choose which days
- 25 days holidays (annual) plus bank holidays
- Option to purchase 5 additional days of holiday through a salary sacrifice
- Free access to LinkedIn learning. This will support you to master the skills to take your career to the next level. LinkedIn learnings offers K courses taught by industry experts
- Wellbeing days - fully paid days off designed for a slower pace, allowing you to take time to recharge and prioritize self-care
- We're trialling MyndUp to give our employees access to free mental health and wellbeing support with great success so far ️
- Access to LinkedIn Learning - acquire new skills, stay abreast of industry trends and fuel your personal and professional development continuously
- Lunch is on us - with catering in our Lisbon, Copenhagen and London offices or a monthly lunch allowance paid directly together with your salary in other markets
- All of us have a stake in Pleo's success - ask us about our equity grant scheme