Plooto
Customer Success Manager
Remote - Canada
Work authorization requiredDetected 61 days ago
SalesAccount ManagementAccountingCustomer SuccessCommunicationCollaborationProblem Solving
About 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.
Responsibilities
- 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:
- Carry and deliver against a new subscriber target with commission tied to client growth.
- Collaborate with sales, product, and support teams to provide customer feedback and continuously improve the experience.
- Strong relationship-building skills with a natural curiosity to understand customer needs and challenges.
- Be part of a Canadian fintech start-up that's reshaping how businesses manage payments.
Requirements
- 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.
- Comfort working independently in a fast-paced start-up environment.
Nice to have
- Must be legally eligible to work in Canada and based in Canada.
- Work remotely while collaborating with a passionate, high-performing team.
- Opportunity to learn, grow, and make a direct impact on the company's trajectory.
Compensation
- Competitive salary plus commission tied to growth and success.
Benefits
- Bonus: experience in the accounting software or payments ecosystem.
- Plooto is a fast-growing Canadian fintech company on a mission to revolutionize how businesses manage payments.
Company info
- What We're Looking For in this Sales Role:
- As a nimble start-up, we thrive on innovation, collaboration, and empowering our customers to succeed.
This listing is sourced directly from Plooto's careers page and normalized into a canonical job model.