Account Executive

🕒 March 12

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Plooto

WebsiteLinkedInAll Job Openings

51 - 200 employees

💳 Fintech

💸 Finance

☁️ SaaS

💰 Series B on 2022-12

Fintech • Finance • SaaS

Plooto is an all-in-one accounts payable and receivable software solution that empowers businesses with comprehensive cash management capabilities. By automating manual payment and accounting processes, Plooto allows businesses to focus on strategic growth and streamline their financial operations. The platform supports a variety of payment methods, including checks, credit cards, and international transfers, while ensuring high-security standards with encryption. Plooto integrates seamlessly with popular accounting software like QuickBooks, Xero, and NetSuite, offering features such as customizable workflows, automated reconciliation, and multiple user access. Designed to support over 10,000 businesses, Plooto is tailored for accountants, finance teams, and diverse industries to improve efficiency, reduce errors, and enhance financial visibility.

📋 Description

• Own the full sales cycle for SMB prospects, from initial discovery through close, ensuring a consultative and customer-first buying experience. • Manage and convert a steady pipeline of inbound leads from businesses looking to automate and simplify their accounts payable and receivable processes. • Execute outbound outreach to targeted prospect segments when needed, bringing the same disciplined, customer-first approach to every engagement. • Conduct compelling discovery calls and product demonstrations that clearly connect Plooto's platform to each prospect's specific pain points and goals. • Maintain disciplined CRM hygiene in Salesforce, with accurate pipeline stages, timely disposition logging, and quality deal notes that support team-wide forecasting. • Collaborate with Revenue Operations, Product, and Marketing teams to ensure smooth handoffs and share field insights that improve how we go to market. • Consistently meet and exceed monthly performance targets including deals closed, new subscriber numbers, and payment feature activation rates. • Share learnings from customer conversations to help sharpen the team's messaging, talk tracks, and objection-handling playbooks.

🎯 Requirements

• 3+ years of B2B SaaS or fintech sales experience with a consistent track record of quota attainment. • Proven experience selling to small and independent businesses; you understand their buying behaviour, timelines, and decision-making dynamics. • Comfortable running both inbound and outbound sales motions; you know how to generate momentum regardless of where a conversation starts. • Strong discovery and qualification skills; you ask the right questions, listen actively, and tailor your pitch accordingly. • Hands-on experience with Salesforce or a comparable CRM; you keep your pipeline clean and use data to manage your time well. • Excellent written and verbal communication skills in English; confident on the phone and equally effective in async channels.

🏖️ Benefits

• Competitive salary • Health insurance • Professional development opportunities • Flexible working arrangements