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Plooto is a Canada-born fintech company helping small and mid-sized businesses manage payments, cash flow, and financial operations. We're seeking a seasoned Account Manager to join our SMB team and drive expansion revenue from our existing North American customer base.
This is an individual contributor role with significant autonomy. You'll own a portfolio of existing Plooto subscribers and identify expansion opportunities across their account lifecycle. Rather than opening new pipeline, you'll deepen customer relationships, drive adoption of high-value features like AR Credit Card acceptance, and guide customers toward payment solutions that solve their specific cash flow challenges.
Key responsibilities include managing your own account portfolio with minimal oversight, designing and executing structured account reviews and expansion plays, driving adoption of high-margin features, building and refining expansion playbooks for the broader team, maintaining clean Salesforce hygiene, partnering with Product and Marketing on feature launches, hitting monthly expansion revenue and activation targets, and mentoring newer team members on expansion technique.
You'll bring 5+ years of B2B SaaS or fintech account management, customer success, or expansion sales experience with a proven track record of hitting expansion targets independently. You can design your own approach to growing an account portfolio rather than following a prescribed motion. You have strong discovery and relationship-building skills, hands-on Salesforce experience, and excellent written and verbal English communication.
Nice-to-have qualifications include background in payments, accounting software, or financial tools; experience driving adoption of paid features within existing subscriber bases; familiarity with sales engagement tools like Outreach or Aircall; and experience mentoring junior account managers.
