Over the past two years Pleo has been on a rocketship - like growth journey. And to keep that rocket going in the right direction we’re seeking a proactive and detail-oriented CDD Support Specialist to join our newly formed Customer Due Diligence Support team Portugal. In this role, you’ll act as a crucial link between our onboarding team, internal stakeholders, and valued customers.
Are you passionate about delivering exceptional customer experiences while navigating the dynamic world of customer due diligence? Do you thrive in a role that blends problem-solving, teamwork, and KYC expertise? If so, we have the perfect opportunity for you!
Why Join Us?
This role is perfect for someone who’s eager to take the next step in their career. As part of our team, you’ll have the chance to:
What You'll Do?
Working at Pleo means you're working on something very exciting: the future of work. Our mission is to help every company go beyond the books. Pleo itself means ‘more than you’d expect’, and it’s been the secret to our success over the last 8 years. So it’s only fitting that we’d pass this philosophy onto our customers to help them make the most of their finances.
We think company spending should be delegated to all employees and teams, that it should be as automated as possible, and that it should drive a culture of responsible spending. Finance teams shouldn’t be siloed from the rest of the organisation – they should work in unity with marketing, sales, IT and everyone else.
Speaking of working in unity, our values tell the story of how we work at Pleo. We have four core values, the first of which is ‘champion the customer’, which means we address real pain points that businesses face. Next up is ‘succeed as a team’, which highlights how our strength lies in our diversity and trust in each other. We also ‘make it happen’ by taking bold decisions and following through to deliver results. Last but not least, we ‘build to scale’, creating lasting solutions that address today’s challenges and anticipate tomorrow’s needs.
So, in a nutshell, that's Pleo. Today we are a 850+ team, from over 100 nations, sitting in our Copenhagen HQ, London, Stockholm, Berlin, Madrid, Montreal and Lisbon offices —and quite a few full-time remotes in 35 other countries! Being HQ'd out of Copenhagen means we're inspired by things like a good work-life balance. If you don't work in the office with us, we'll help you set up the best remote setup possible and make sure you still have time to connect with your team.
About Your Application
Are you passionate about delivering exceptional customer experiences while navigating the dynamic world of customer due diligence? Do you thrive in a role that blends problem-solving, teamwork, and KYC expertise? If so, we have the perfect opportunity for you!
Why Join Us?
This role is perfect for someone who’s eager to take the next step in their career. As part of our team, you’ll have the chance to:
- Be at the heart of customer interactions, making a direct impact on their experience
- As part of a newly established team, you’ll have the unique opportunity to play a key role in shaping processes and driving meaningful improvements. Your insights and ideas will directly influence how we operate, allowing you to leave your mark by implementing best practices and driving positive change
- Join a dynamic and collaborative team in a fast-paced FinTech environment
What You'll Do?
- Handle customer queries with care, resolve issues efficiently, and ensure timely, top-notch resolutions
- Demonstrate best practices in every interaction, setting a high standard for excellence
- Assist the team during peak periods to meet service level agreements seamlessly
- Perform ongoing screening of existing business and individual customers, as well as payments, ensuring compliance and vigilance
- 1–2 years of proven experience in FinTech customer support
- Hands-on exposure to KYC/CDD requirements inclusive but not limited to, screening of customers, requests for information and internal risk assessments
- Knowledge of KYC requirements and industry best practices
- Relevant qualifications or certifications in customer service or KYC are a plus
- Stellar communication and interpersonal skills
- Exceptional organisational and multitasking abilities
- Your own Pleo card (no more out-of-pocket spending!)
- 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 🍜
- Private health insurance to ensure you’re fit in body and mind to do your best work
- We offer 25 days of holiday + your public holidays
- For our teams we offer remote working options
- Option to purchase 5 additional days of holiday through a salary sacrifice
- 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
- Paid parental leave - we want to make sure that we're supportive of families and help you feel that you don't have to compromise your family due to work 👶
Working at Pleo means you're working on something very exciting: the future of work. Our mission is to help every company go beyond the books. Pleo itself means ‘more than you’d expect’, and it’s been the secret to our success over the last 8 years. So it’s only fitting that we’d pass this philosophy onto our customers to help them make the most of their finances.
We think company spending should be delegated to all employees and teams, that it should be as automated as possible, and that it should drive a culture of responsible spending. Finance teams shouldn’t be siloed from the rest of the organisation – they should work in unity with marketing, sales, IT and everyone else.
Speaking of working in unity, our values tell the story of how we work at Pleo. We have four core values, the first of which is ‘champion the customer’, which means we address real pain points that businesses face. Next up is ‘succeed as a team’, which highlights how our strength lies in our diversity and trust in each other. We also ‘make it happen’ by taking bold decisions and following through to deliver results. Last but not least, we ‘build to scale’, creating lasting solutions that address today’s challenges and anticipate tomorrow’s needs.
So, in a nutshell, that's Pleo. Today we are a 850+ team, from over 100 nations, sitting in our Copenhagen HQ, London, Stockholm, Berlin, Madrid, Montreal and Lisbon offices —and quite a few full-time remotes in 35 other countries! Being HQ'd out of Copenhagen means we're inspired by things like a good work-life balance. If you don't work in the office with us, we'll help you set up the best remote setup possible and make sure you still have time to connect with your team.
About Your Application
- Please submit your application in English; it’s our company language so you’ll be speaking lots of it if you join 💕
- We treat all candidates equally: If you are interested please apply through our application system - any correspondence should come from there! Our lovely support isn't able to pass on any calls/ emails our way - and this makes sure that the candidate experience is smooth and fair to everyone 😊
- We’re on a mission to make everyone feel valued at work. That’s only achievable if our team reflects the diversity of the world around us - and that starts with you, hitting apply, even if you are worried you might not tick all the boxes! We embrace and encourage people from all backgrounds to apply - regardless of race/ethnicity, colour, religion, nationality, gender, sex, sexual orientation, age, marital status, disability, neurodiversity, socio-economic status, culture or beliefs
- When you submit an application we process your personal data as a data processor. Find out more about how your data is used in the FAQs section at the bottom of our jobs page