Plooto
Customer Success Manager
About this role
About Plooto Plooto is a fast-growing Canadian fintech company on a mission to revolutionize how businesses manage payments. We help accounting firms and their clients automate and simplify payables, receivables, and workflows, saving time and unlocking growth. As a nimble start-up, we thrive on innovation, collaboration, and empowering our customers to succeed. The Role We are looking for a Customer Success Manager (CSM) to join our Sales team and play a key role in onboarding accounting firms and driving the adoption of Plooto across their client base. This role blends customer success, sales, and strategic account management. Your success will be measured by how effectively you help accounting firms bring their clients onto Plooto and grow their usage over time. This is an exciting opportunity for someone who thrives in a fast-paced start-up environment, loves building relationships, and has a hunter mentality when it comes to driving results.
What You’ll Do
- 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. What We’re Looking For in this Sales Role:
- 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.
- 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.
- Bonus: experience in the accounting software or payments ecosystem.