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Plooto is a Canada-based fintech company helping small and mid-sized businesses manage payments, cash flow, and financial operations with confidence. The company serves a critical market need: poor financial management is a leading cause of SMB failure, and Plooto's platform makes payments secure, accurate, and stress-free for businesses and their accountants.
As a Business Development Representative on the Channel Sales team, you will drive pipeline growth for Plooto's Accountant Channel across the US and Canada. Your core mission is identifying and engaging accounting and bookkeeping firms as channel partners—these firms represent one of Plooto's highest-leverage growth vectors.
You will execute structured outbound prospecting campaigns targeting accounting and bookkeeping firm principals and decision-makers. This is a pure hunting role: you research firms, build targeted prospect lists, execute multi-channel cadences (email, phone, LinkedIn), qualify fit against Plooto's partner ICP (client base size, vertical mix, tech stack), and book qualified discovery meetings for the Partnerships and Channel Sales team to close.
Key responsibilities include: prospecting and researching firms across the US and Canada; executing multi-channel outbound cadences with messaging tailored to how accountants work; qualifying firms before handoff; maintaining clean Salesforce CRM hygiene with accurate lead stages and disposition logging; collaborating with Marketing and Partnerships to refine messaging and target lists based on field feedback; consistently meeting monthly targets for qualified meetings booked; and sharing objection patterns to sharpen the team's prospecting playbook.
You must have 1–3 years of B2B SaaS or fintech business development, SDR, or BDR experience with a proven track record of hitting outbound pipeline targets. You are comfortable with high-volume prospecting, have strong discovery and qualification skills, hands-on Salesforce or CRM experience, and excellent written and verbal English communication. Nice-to-haves include prior experience prospecting into accounting/professional services, familiarity with the accounting software ecosystem (QuickBooks Online, Xero, NetSuite), experience with sales engagement tools (Outreach, Aircall), and experience in high-growth environments.
