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Plooto is a Canada-based fintech company transforming payments for small and mid-sized businesses. The company enables businesses and accountants to manage cash flow securely and make smarter financial decisions daily.
You will own a portfolio of enterprise and national accounting firm partners as their primary executive-level point of contact and trusted advisor. This senior role blends strategic account management, consultative selling, and relationship leadership across complex, multi-stakeholder environments.
Key responsibilities include developing and executing tailored success plans aligned to partner business goals and Plooto's growth objectives; driving deep adoption across firm leadership and their client base to maximize payment volume and platform value; leading quarterly business reviews (QBRs) presenting ROI and expansion opportunities to senior stakeholders; identifying and closing upsell and cross-sell opportunities with an expansion revenue target and commission structure; managing complex onboarding and implementation for large firms; acting as the voice of enterprise customers internally to shape product and go-to-market strategy; proactively identifying and mitigating churn risk; and collaborating cross-functionally to resolve escalations and maintain high enterprise client experience standards.
You will also travel periodically to visit partner offices, strengthen key stakeholder relationships, and support on-site business reviews and strategic planning sessions.
The ideal candidate brings 6+ years in customer success, strategic account management, or enterprise sales (preferably SaaS, fintech, or payments); proven track record managing enterprise accounts with complex stakeholder maps and six-figure+ contract values; demonstrated ability to meet or exceed NRR and expansion targets in quota-carrying roles; executive presence and comfort leading C-suite relationships; strong strategic thinking and account planning skills; exceptional communication and project management abilities; a hunter mentality balanced with deep relationship instincts; and comfort operating independently in a fast-paced startup environment. Experience in accounting software, payments, or AP/AR ecosystems is a bonus.
