[Remote] Customer Success Manager at Plooto

Canada

Apply Now

Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Payments, SaaSIndustries

Skills

Key technologies and capabilities for this role

Customer SuccessAccount ManagementSalesSaaSFintechPaymentsOnboardingRelationship BuildingUpsellingCross-sellingClient GrowthProduct AdoptionStrategic Account Management

Questions & Answers

Common questions about this position

What is the compensation for the Customer Success Manager role?

Plooto offers a competitive salary plus commission tied to growth and success.

Is this Customer Success Manager position remote?

Yes, you can work remotely while collaborating with a passionate, high-performing team.

What experience and skills are required for this role?

Candidates need 3+ years in customer success, account management, or sales (preferably SaaS, fintech, or payments), a proven track record of meeting growth targets, strong relationship-building skills, a hunter mentality, and excellent communication, problem-solving, and organizational skills.

What is the company culture like at Plooto?

Plooto is a nimble start-up that thrives on innovation, collaboration, and empowering customers, with a fast-paced environment and a passionate, high-performing team.

What makes a strong candidate for this Customer Success Manager position?

A strong candidate has 3+ years in customer success, sales, or account management (ideally in SaaS/fintech), a proven track record of hitting growth targets, a hunter mentality, and thrives independently in a fast-paced start-up.

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.

Land your dream remote job 3x faster with AI

Try Jobo Free