Plooto

Account Executive

Canada

Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, SaaSIndustries

About Plooto

Plooto is on a mission to revolutionize how accounting firms and multi-entity businesses manage their finances. Our platform empowers our customers to save time, increase accuracy, and operate with greater control. We’re here to champion the people building the real economy, and we do it with heart, hustle, and integrity.

The Opportunity

We’re looking for an experienced Account Executive who thrives in a high-energy, high-growth environment. In this role, you’ll manage a mix of inbound and outbound prospecting, guiding leads through the sales funnel, and closing high-velocity deals. You’ll collaborate closely with Customer Success, Product, and Marketing to create exceptional customer experiences from the first touchpoint onward.

What You’ll Do

  • Own the full sales cycle from prospecting to close for accounting firms and multi-entity businesses.
  • Proactively manage inbound leads, qualify opportunities, and conduct outbound outreach to generate new pipeline.
  • Book and deliver engaging product demos that clearly articulate value and differentiate Plooto in the market.
  • Maintain accurate pipeline data in Salesforce and forecast with precision.
  • Consistently create new opportunities, drive conversion, and exceed revenue targets.
  • Collaborate cross-functionally with CSMs to ensure seamless handoffs and strong customer adoption.
  • Partner with Product and Marketing to share market insights, customer feedback, and ideas to improve our offering.
  • Be an active contributor to team culture—sharing best practices, helping teammates succeed, and living Plooto’s values every day.

What You Bring

  • Proven track record of exceeding sales targets in a SaaS environment.
  • Strong experience managing pipeline and opportunities in Salesforce.
  • Skilled in both inbound lead management and outbound prospecting.
  • Confident and engaging in booking and delivering product demos.
  • Experience closing high-velocity deals while managing multiple priorities.
  • Exceptional communication, negotiation, and collaboration skills.
  • Comfortable working cross-functionally with diverse teams.
  • High level of accountability, curiosity, and adaptability.

Plooto’s Values in Action

At Plooto, our values aren’t just words on a wall—they shape how we work:

  • Champion Our Customers: Always act with integrity and focus on delivering real value.
  • Learn In Motion: Move fast, adapt, and embrace smart risks.
  • Own The Outcome: Take responsibility and follow through.
  • Keep It Real: Speak with honesty, respect, and clarity.
  • Build With Heart: Collaboration, inclusion, and respect are the foundation of our success.

Why Join Us

You’ll join a passionate, growing team making a real impact in the accounting and financial technology space. You’ll have the autonomy to own your outcomes, the support to grow your skills, and the opportunity to make a measurable difference—every single day.

Skills

SaaS sales
Sales cycle management
Inbound lead management
Outbound prospecting
Salesforce
Product demos
Pipeline management
Forecasting
Revenue targets
Cross-functional collaboration
Customer success
Product marketing
Communication
Negotiation

Plooto

Payment automation platform for businesses

About Plooto

Plooto offers a payment automation platform that helps businesses manage their payable and receivable workflows more efficiently. The platform connects with popular accounting software like QuickBooks, Xero, and NetSuite, allowing for automatic reconciliation of invoices. This integration simplifies financial processes, making it easier for businesses to handle payments at scale. Unlike many competitors, Plooto provides a comprehensive solution that combines various payment capabilities in one platform. The goal of Plooto is to empower businesses to streamline their financial operations and support their growth by making payment management easier.

Toronto, CanadaHeadquarters
2015Year Founded
$28.2MTotal Funding
SERIES_BCompany Stage
Fintech, Financial ServicesIndustries
51-200Employees

Risks

Increased competition in payment automation could threaten Plooto's market share.
Economic downturns may reduce SMB spending on Plooto's subscription services.
Plooto's reliance on third-party integrations poses risks if partners change their platforms.

Differentiation

Plooto offers seamless integration with QuickBooks, Xero, and NetSuite for automatic reconciliation.
Plooto's dual controls and single sign-on enhance security for scaling businesses.
Plooto provides a unique all-in-one payment automation solution for Canadian midsize enterprises.

Upsides

Plooto's recent $20M Series B funding supports its growth and platform enhancement.
The rise of remote work boosts demand for Plooto's cloud-based financial solutions.
Embedded finance trends offer Plooto opportunities to expand its market reach.

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