Customer Success Manager

September 28

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Plooto

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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.

51 - 200 employees

💳 Fintech

💸 Finance

☁️ SaaS

💰 Series B on 2022-12

📋 Description

• Own the onboarding journey for new accounting firm partners, ensuring smooth adoption for both firms and their clients. • Build and maintain strong relationships with firm leaders to drive client expansion on Plooto. • Act as a trusted advisor, educating partners on best practices and helping them unlock full value from Plooto. • Manage a portfolio of accounts with a focus on increasing number of clients onboarded, product usage and feature adoption, payment volume and overall engagement. • Carry and deliver against a new subscriber target with commission tied to client growth. • Identify opportunities to upsell, cross-sell, and expand firm adoption. • Collaborate with sales, product, and support teams to provide customer feedback and continuously improve the experience.

🎯 Requirements

• 3+ years of experience in customer success, account management, or sales, preferably in SaaS, fintech, or payments. • Proven track record of meeting or exceeding new subscriber, growth, or expansion targets. • Bonus: experience in the accounting software or payments ecosystem. • Strong relationship-building skills with a natural curiosity to understand customer needs and challenges. • A hunter mentality, driven to grow accounts and achieve ambitious goals. • Excellent communication, problem-solving, and organizational skills. • Comfort working independently in a fast-paced start-up environment. • Must be legally eligible to work in Canada and based in Canada.

🏖️ Benefits

• Be part of a Canadian fintech start-up that’s reshaping how businesses manage payments. • Work remotely while collaborating with a passionate, high-performing team. • Competitive salary plus commission tied to growth and success. • Opportunity to learn, grow, and make a direct impact on the company’s trajectory.