[Remote] Customer Success Manager at Plooto

Canada

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Not SpecifiedCompensation

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

Full TimeJob Type

UnknownVisa

Fintech, Payments, SaaSIndustries

Requirements

Candidates must have 3+ years of experience in customer success, account management, or sales, preferably in SaaS, fintech, or payments. A proven track record of meeting or exceeding new subscriber, growth, or expansion targets is required. Bonus points for experience in the accounting software or payments ecosystem. Strong relationship-building skills, a hunter mentality, excellent communication, problem-solving, and organizational skills are essential. Candidates must be legally eligible to work in Canada and based in Canada.

Responsibilities

The Customer Success Manager will own the onboarding journey for new accounting firm partners, ensuring smooth adoption for both firms and their clients. They will build and maintain strong relationships with firm leaders to drive client expansion on Plooto, acting as a trusted advisor to educate partners on best practices and help them unlock full value. Responsibilities include managing a portfolio of accounts to increase client onboarding, product usage, payment volume, and overall engagement, while also carrying and delivering against a new subscriber target. The role involves identifying upsell and cross-sell opportunities and collaborating with internal teams to provide customer feedback and improve the customer experience.

Skills

Customer Success

Account Management

Sales

SaaS

Fintech

Payments

Onboarding

Relationship Building

Upselling

Cross-selling

Client Growth

Product Adoption

Strategic Account Management

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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