Customer Success Manager - Remote

Overview

Plooto is a fast-growing Canadian fintech company on a mission to revolutionize how businesses manage payments. We help accounting firms and their clients automate and simplify payables, receivables, and workflows, saving time and unlocking growth. As a nimble start-up, we thrive on innovation, collaboration, and empowering our customers to succeed.

In Short

• 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 the number of clients onboarded, product usage, and payment volume.
• Carry and deliver against a new subscriber target with commission tied to client growth.
• Identify opportunities to upsell, cross-sell, and expand firm adoption.
• Collaborate with sales, product, and support teams to provide customer feedback and continuously improve the experience.

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.
• Bonus: experience in the accounting software or payments ecosystem.
• Strong relationship-building skills with a natural curiosity to understand customer needs and challenges.
• A hunter mentality, driven to grow accounts and achieve ambitious goals.
• Excellent communication, problem-solving, and organizational skills.
• Comfort working independently in a fast-paced start-up environment.
• Must be legally eligible to work in Canada and based in Canada.

Benefits

• Be part of a Canadian fintech start-up that’s reshaping how businesses manage payments.
• Work remotely while collaborating with a passionate, high-performing team.
• Competitive salary plus commission tied to growth and success.
• Opportunity to learn, grow, and make a direct impact on the company’s trajectory.