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Plooto

All-in-one payment automation for AP/AR

Account Executive - Channel Sales

Field SalesPosted on Nov 10
Full-timeRemote in CanadaNo salary listed

About the Job

Requirements

  • Proven track record of exceeding sales targets in a software-as-a-service environment, with deals sourced across inbound, outbound, and event or conference channels.
  • Field sales experience, including confidence and effectiveness in in-person meetings as well as virtual meetings.
  • Be based in Canada, with Ontario preferred, and able to travel regularly within the territory.
  • Strong experience managing pipeline and opportunities in Salesforce, and forecasting with precision.
  • Confidence and effectiveness in booking and delivering product demonstrations to accounting and bookkeeping audiences.
  • Experience closing high-velocity deals while managing multiple priorities.
  • Exceptional communication, negotiation, and collaboration skills.
  • High level of accountability, curiosity, and adaptability.

Responsibilities

  • Own the full sales cycle, from prospecting to close, for accounting and bookkeeping firm partners and their small and medium-sized business clients across Canada.
  • Manage inbound leads, qualify opportunities, and conduct outbound prospecting to build a pipeline of accounting and bookkeeping firms.
  • Source and convert new pipeline from industry events, conferences, and accounting community gatherings across Ontario and Canada.
  • Book and deliver in-person and virtual product demonstrations that clearly articulate Plooto's value to firms and their clients.
  • Travel regularly within the territory, with a home base in Ontario, to meet firms and prospects face to face.
  • Guide new firm partners through onboarding and drive their clients' adoption of Plooto to maximize activation.
  • Maintain accurate pipeline data in Salesforce, forecast with precision, and consistently exceed revenue targets.
  • Collaborate with Customer Success, Marketing, and Partnerships on handoffs, event coverage, and channel strategy.
  • Contribute to team culture by sharing best practices and demonstrating Plooto's values.

Desired Qualifications

  • Experience selling to or partnering with accounting or bookkeeping firms, or a background in the accounting or fintech ecosystem.
  • Experience in a channel or partner sales motion, rather than only direct sales.
  • Familiarity with accounts payable/accounts receivable automation, payments, or software-as-a-service for small and medium-sized businesses.
  • An existing network within the Canadian accounting or bookkeeping community.

About the Company

Plooto

All-in-one payment automation for AP/AR

Plooto provides an all-in-one payment automation platform that streamlines both payable and receivable workflows for more than 10,000 North American businesses. It automates payments and invoicing, and smoothly integrates with leading accounting software such as QuickBooks, Xero, and NetSuite to enable automatic invoice reconciliation. The platform serves as a centralized financial engine, handling complex financial processes at scale through a subscription model that starts with a 30-day free trial. Compared with peers, Plooto distinguishes itself by offering end-to-end payment automation tightly integrated with major accounting systems, supporting both payables and receivables, and focusing on scalability to help businesses grow.

Company size
51-200
Company stage
Series B
Total funding
$29M
Headquarters
Toronto, Canada
Founded
2015

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