Account Executive, Channel Sales
Plooto
About Plooto
Plooto is an all-in-one payment automation platform that helps businesses and accounting firms manage payables and receivables. More than 14,000 companies use Plooto to automate financial workflows, move money, and reconcile with their accounting systems.About Plooto
Plooto is an all-in-one payment automation platform that helps businesses and accounting firms manage payables and receivables. More than 14,000 companies use Plooto to automate financial workflows, move money, and reconcile with their accounting systems. We are building the financial operations platform small and medium-sized businesses can rely on to run with greater control, efficiency, and confidence.About The Role
As a Plooto Account Executive on the Channel Sales team, you own the full relationship with accounting and bookkeeping firms across Canada: sourcing pipeline from inbound, outbound, and industry events, meeting firm principals and staff in person and virtually, and bringing both the firm and their clients onto the Plooto platform. You're a full-cycle closer, just as comfortable running a fast-moving pipeline as you are building trust face to face, whether that's in a boardroom or at an industry event.What You'll Do
Own the full sales cycle, from prospecting to close, for accounting and bookkeeping firm partners and their SMB clients across CanadaManage inbound leads, qualify opportunities, and run outbound prospecting to build your own pipeline of accounting and bookkeeping firmsSource and convert new pipeline from industry events, conferences, and accounting community gatherings across Ontario and CanadaBook and deliver in-person and virtual product demos that clearly articulate Plooto's value to the firm and their clientsTravel regularly within your territory, with a home base in Ontario, to meet firms and prospects face to faceGuide new firm partners through onboarding and drive their clients' adoption of Plooto to maximize activationMaintain accurate pipeline data in Salesforce, forecast with precision, and consistently exceed revenue targetsCollaborate cross-functionally with Customer Success, Marketing, and Partnerships on handoffs, event coverage, and channel strategyBe an active contributor to team culture, sharing best practices and living Plooto's values every dayWhat You'll Bring
Proven track record of exceeding sales targets in a SaaS environment, with deals sourced across inbound, outbound, and event or conference channelsField sales experience: confident and effective running in-person meetings, not only virtual onesBased in Canada, Ontario preferred, with the ability to travel regularly within your territoryStrong experience managing pipeline and opportunities in Salesforce, and forecasting with precisionConfident and engaging in booking and delivering product demos to accounting and bookkeeping audiencesExperience closing high-velocity deals while managing multiple prioritiesExceptional communication, negotiation, and collaboration skillsHigh level of accountability, curiosity, and adaptabilityNice to Have
Experience selling to or partnering with accounting or bookkeeping firms, or a background in the accounting/fintech ecosystemExperience in a channel or partner sales motion, not only direct salesFamiliarity with AP/AR automation, payments, or SaaS for SMBsAn existing network within the Canadian accounting or bookkeeping communityPlooto's Values in Action
Champion Our Customers: We design, build, and act with our customers in mind, always aiming to simplify and deliver real valueLearn In Motion: We take smart risks, adapt quickly, and learn with intention. Perfection can wait, momentum can'tOwn The Outcome: We take responsibility for our actions, outcomes, and impact with accountability, integrity, and follow-throughKeep It Real: We speak clearly and candidly, with respect, curiosity, and careBuild With Heart: Respect, inclusion, and collaboration are success factors, not soft skillsWhy Become a Plootonian?
If you're looking to make a meaningful impact, look no further. We're transforming the payments space in North America by delivering an unrivalled product experience that solves a real and pressing problem for SMBs. One of the biggest challenges small businesses face is managing their finances and cash flow—and Plooto helps address that. We have strong product-market fit, a significant opportunity ahead, and the backing of experienced fintech leaders. You'll join a team that cares deeply about customer impact, takes pride in its craft, and moves with urgency. We're just getting started, and you'll help shape the next chapter of our growth story. Join Plooto and be part of a mission that matters.Our Commitment to Inclusion
Plooto is committed to building an inclusive workplace where people of all backgrounds, experiences, and perspectives can thrive. We know great teams are built through diverse thinking, and we encourage you to apply even if your experience does not align perfectly with every qualification listed. Accommodation is available throughout the recruitment process in accordance with applicable accessibility legislation. If you require accommodation at any stage, please let us know—we're happy to work with you. This posting is for one available position. Compensation will be determined based on the successful candidate's knowledge, skills, experience, and overall alignment with the role. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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Plooto is an all-in-one payment automation platform that helps businesses and accounting firms manage payables and receivables. More than 14,000 companies use Plooto to automate financial workflows, move money, and reconcile with their accounting systems.About Plooto
Plooto is an all-in-one payment automation platform that helps businesses and accounting firms manage payables and receivables. More than 14,000 companies use Plooto to automate financial workflows, move money, and reconcile with their accounting systems. We are building the financial operations platform small and medium-sized businesses can rely on to run with greater control, efficiency, and confidence.About The Role
As a Plooto Account Executive on the Channel Sales team, you own the full relationship with accounting and bookkeeping firms across Canada: sourcing pipeline from inbound, outbound, and industry events, meeting firm principals and staff in person and virtually, and bringing both the firm and their clients onto the Plooto platform. You're a full-cycle closer, just as comfortable running a fast-moving pipeline as you are building trust face to face, whether that's in a boardroom or at an industry event.What You'll Do
Own the full sales cycle, from prospecting to close, for accounting and bookkeeping firm partners and their SMB clients across CanadaManage inbound leads, qualify opportunities, and run outbound prospecting to build your own pipeline of accounting and bookkeeping firmsSource and convert new pipeline from industry events, conferences, and accounting community gatherings across Ontario and CanadaBook and deliver in-person and virtual product demos that clearly articulate Plooto's value to the firm and their clientsTravel regularly within your territory, with a home base in Ontario, to meet firms and prospects face to faceGuide new firm partners through onboarding and drive their clients' adoption of Plooto to maximize activationMaintain accurate pipeline data in Salesforce, forecast with precision, and consistently exceed revenue targetsCollaborate cross-functionally with Customer Success, Marketing, and Partnerships on handoffs, event coverage, and channel strategyBe an active contributor to team culture, sharing best practices and living Plooto's values every dayWhat You'll Bring
Proven track record of exceeding sales targets in a SaaS environment, with deals sourced across inbound, outbound, and event or conference channelsField sales experience: confident and effective running in-person meetings, not only virtual onesBased in Canada, Ontario preferred, with the ability to travel regularly within your territoryStrong experience managing pipeline and opportunities in Salesforce, and forecasting with precisionConfident and engaging in booking and delivering product demos to accounting and bookkeeping audiencesExperience closing high-velocity deals while managing multiple prioritiesExceptional communication, negotiation, and collaboration skillsHigh level of accountability, curiosity, and adaptabilityNice to Have
Experience selling to or partnering with accounting or bookkeeping firms, or a background in the accounting/fintech ecosystemExperience in a channel or partner sales motion, not only direct salesFamiliarity with AP/AR automation, payments, or SaaS for SMBsAn existing network within the Canadian accounting or bookkeeping communityPlooto's Values in Action
Champion Our Customers: We design, build, and act with our customers in mind, always aiming to simplify and deliver real valueLearn In Motion: We take smart risks, adapt quickly, and learn with intention. Perfection can wait, momentum can'tOwn The Outcome: We take responsibility for our actions, outcomes, and impact with accountability, integrity, and follow-throughKeep It Real: We speak clearly and candidly, with respect, curiosity, and careBuild With Heart: Respect, inclusion, and collaboration are success factors, not soft skillsWhy Become a Plootonian?
If you're looking to make a meaningful impact, look no further. We're transforming the payments space in North America by delivering an unrivalled product experience that solves a real and pressing problem for SMBs. One of the biggest challenges small businesses face is managing their finances and cash flow—and Plooto helps address that. We have strong product-market fit, a significant opportunity ahead, and the backing of experienced fintech leaders. You'll join a team that cares deeply about customer impact, takes pride in its craft, and moves with urgency. We're just getting started, and you'll help shape the next chapter of our growth story. Join Plooto and be part of a mission that matters.Our Commitment to Inclusion
Plooto is committed to building an inclusive workplace where people of all backgrounds, experiences, and perspectives can thrive. We know great teams are built through diverse thinking, and we encourage you to apply even if your experience does not align perfectly with every qualification listed. Accommodation is available throughout the recruitment process in accordance with applicable accessibility legislation. If you require accommodation at any stage, please let us know—we're happy to work with you. This posting is for one available position. Compensation will be determined based on the successful candidate's knowledge, skills, experience, and overall alignment with the role. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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Vacancy posted more than 2 months ago
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