Jobs at Plooto

Conduct outbound prospecting to accounting and bookkeeping firms across the US and Canada, qualify potential channel partners, and book high-quality meetings for Partnerships and Channel Sales. Maintain accurate Salesforce records, execute multichannel outreach, collaborate on messaging and target accounts, meet pipeline targets, and share market feedback to improve prospecting strategies.

Own Plooto’s cross-border payments and FX business, translating strategy into roadmaps, KPIs, pricing improvements, commercialization initiatives, and measurable growth. Lead customer adoption, FX economics, product roadmap development, strategic banking and payment partnerships, and cross-functional execution without direct authority. Analyze performance and customer insights, develop business cases, and partner with Risk and Compliance to manage regulatory and operational requirements across products, corridors, and partnerships.

As a Customer Success Manager, you will onboard accounting firms, drive client engagement with Plooto, manage accounts, and achieve growth targets.

Analyze and optimize payment-risk rules, thresholds, customer segments, and manual-review strategies. Use SQL, Python, experimentation, and decision-science techniques to reduce false positives, customer friction, operational workload, and payment losses. Investigate fraud patterns, build monitoring and reporting, evaluate risk changes, and provide practical recommendations while partnering with Risk Operations, Product, Engineering, and Data teams.

The Account Executive will manage the sales process for SMB prospects, converting inbound leads and conducting outbound outreach, while ensuring customer satisfaction and maintaining CRM accuracy.