Pleo's proactive data strategy for customer success
Sriram Sampath
Head of Data Analytics, Pleo
About the guest
Sriram Sampath
Head of Data Analytics, Pleo
Sriram leads a 45-member data team at Pleo, a B2B fintech unicorn for business spending, within a company of 850 employees. Outside of work, he recently cycled 1,000km across India to set up mini-libraries for kids — a data leader with heart.
Pleo is a B2B fintech unicorn for business spending. Sriram leads a 45-member data team within 850 employees — and recently cycled 1,000km across India to set up mini-libraries for kids.
What you'll learn
Sriram walks through how Pleo built a customer engagement engine that uses data signals and direct feedback to target offers with precision — leading to measurably higher customer satisfaction. He breaks down their Fivetran → BigQuery → dbt → Looker + Amplitude stack, explains how real-time expense tracking and fraud detection work under the hood, and shares his approach to improving customer onboarding through early interaction data.
Why you should listen
- Learn how Pleo's engagement engine combines data signals with direct feedback to target offers with surgical precision
- See how real-time expense tracking and fraud detection actually work under the hood at a fintech unicorn
- Hear about the data leader who cycled 1,000km across India to set up libraries for kids
