Account Executive

Canada

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, SaaSIndustries

Requirements

Candidates should have a proven track record of exceeding sales targets in a SaaS environment and strong experience managing pipeline and opportunities in Salesforce. They must be skilled in inbound lead management and outbound prospecting, confident in booking and delivering product demos, and experienced in closing high-velocity deals while managing multiple priorities. Exceptional communication, negotiation, and collaboration skills are essential, along with comfort working cross-functionally and a high level of accountability, curiosity, and adaptability.

Responsibilities

The Account Executive will own the full sales cycle from prospecting to close for accounting firms and multi-entity businesses. They will proactively manage inbound leads, qualify opportunities, and conduct outbound outreach to generate new pipeline. Responsibilities include booking and delivering engaging product demos, maintaining accurate pipeline data in Salesforce, forecasting with precision, and consistently creating new opportunities to drive conversion and exceed revenue targets. The role also involves collaborating with Customer Success Managers for seamless handoffs and strong customer adoption, partnering with Product and Marketing to share market insights and customer feedback, and actively contributing to team culture by sharing best practices and helping teammates succeed.

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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