Account Executive, Channel Sales

Posted 3 Days Ago
Be an Early Applicant
Hiring Remotely in Canada
Remote
Entry level
Payments • Software
The Role
Own the full sales cycle for accounting and bookkeeping firm partners and their SMB clients across Canada. Responsibilities include prospecting, pipeline development, product demonstrations, closing high-velocity SaaS deals, partner onboarding, client adoption, Salesforce management, forecasting, event participation, and regular territory travel. The role collaborates with Customer Success, Marketing, and Partnerships to drive channel growth and exceed revenue targets.
Summary Generated by Built In
About Plooto

Plooto is on a mission to revolutionize how accounting firms, bookkeepers, and their SMB clients manage payments and cash flow. Our platform gives customers time back, the accuracy they can trust, and greater control over payables and receivables. We're here to champion the people building the real economy, and we do it with heart, hustle, and integrity.

About the Role

As a Plooto Account Executive on the Channel Sales team, you own the full relationship with accounting and bookkeeping firms across Canada: sourcing pipeline from inbound, outbound, and industry events, meeting firm principals and staff in person and virtually, and bringing both the firm and their clients onto the Plooto platform. You're a full-cycle closer, just as comfortable running a fast-moving pipeline as you are building trust face to face, whether that's in a boardroom or at an industry event.

What You'll Do
  • Own the full sales cycle, from prospecting to close, for accounting and bookkeeping firm partners and their SMB clients across Canada
  • Manage inbound leads, qualify opportunities, and run outbound prospecting to build your own 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 demos that clearly articulate Plooto's value to the firm and their clients
  • Travel regularly within your 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 cross-functionally with Customer Success, Marketing, and Partnerships on handoffs, event coverage, and channel strategy
  • Be an active contributor to team culture, sharing best practices and living Plooto's values every day
What You'll Bring
  • Proven track record of exceeding sales targets in a SaaS environment, with deals sourced across inbound, outbound, and event or conference channels
  • Field sales experience: confident and effective running in-person meetings, not only virtual ones
  • Based in Canada, Ontario preferred, with the ability to travel regularly within your territory
  • Strong experience managing pipeline and opportunities in Salesforce, and forecasting with precision
  • Confident and engaging in booking and delivering product demos 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
Nice to Have
  • Experience selling to or partnering with accounting or bookkeeping firms, or a background in the accounting/fintech ecosystem
  • Experience in a channel or partner sales motion, not only direct sales
  • Familiarity with AP/AR automation, payments, or SaaS for SMBs
  • An existing network within the Canadian accounting or bookkeeping community
Plooto's Values in Action

At Plooto, our values shape how we work, every day.

  • Champion Our Customers: We design, build, and act with our customers in mind, always aiming to simplify and deliver real value.
  • Learn In Motion: We take smart risks, adapt quickly, and learn with intention. Perfection can wait, momentum can't.
  • Own The Outcome: We take responsibility for our actions, outcomes, and impact with accountability, integrity, and follow-through.
  • Keep It Real: We speak clearly and candidly, with respect, curiosity, and care.
  • Build With Heart: Respect, inclusion, and collaboration are success factors, not soft skills.
Why Become a Plootonian?

If you're looking to make a meaningful impact, look no further. We're transforming the payments space in North America by delivering an unrivalled product experience to solve a real and pressing problem for SMBs.

The biggest reason small businesses fail is poor financial management and cash flow, and Plooto fixes that. We have strong product-market fit, a massive opportunity ahead, and the backing of experienced fintech leaders.

You'll join a team that cares deeply about customer impact, takes pride in our craft, and moves with urgency. We're just getting started, and you'll help shape the next chapter of our growth story.

Join Plooto and be part of a mission that matters.

Our Commitment to Inclusion

Plooto is committed to building an inclusive workplace where people of all backgrounds, experiences, and perspectives can thrive. We know that great teams are built through diverse thinking, and we encourage you to apply even if your experience doesn't align perfectly with every qualification listed.

Accommodation is available throughout the recruitment process in accordance with applicable accessibility legislation. If you require accommodation at any stage, please let us know, we're happy to work with you.

This posting is for one available position. Compensation will be determined based on the successful candidate's knowledge, skills, experience, and overall alignment with the role.

Skills Required

  • Proven track record of exceeding sales targets in a SaaS environment
  • Experience sourcing deals through inbound, outbound, and event or conference channels
  • Field sales experience conducting effective in-person meetings
  • Based in Canada
  • Ability to travel regularly within the assigned territory
  • Experience managing sales pipelines and opportunities in Salesforce
  • Experience with sales forecasting
  • Ability to book and deliver product demonstrations to accounting and bookkeeping audiences
  • Experience closing high-velocity deals while managing multiple priorities
  • Strong communication, negotiation, and collaboration skills
  • High level of accountability, curiosity, and adaptability
  • Ontario location
  • Experience selling to or partnering with accounting or bookkeeping firms
  • Background in the accounting or fintech ecosystem
  • Experience in channel or partner sales
  • Familiarity with AP/AR automation, payments, or SaaS for SMBs
  • Existing network within the Canadian accounting or bookkeeping community
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The Company
HQ: Toronto, Ontario
92 Employees
Year Founded: 2015

What We Do

Plooto is the “Mission control for your AP and AR” Plooto is an all-in-one accounts payable (AP) and receivable (AR) platform; the only payments platform that you’ll ever need. Why? Because Plooto helps save time while strengthening your cash flow by automating complex workflows through unifying payments, processes, control, reconciliation, and reporting. When a [owner or founder] of business syncs with Plooto Plooto gives small and medium businesses (SMBs) greater financial control for better cash flow, saving time so you can focus on growing your business. When a [CFO or a member of finance team] syncs with Plooto Plooto allows more time for you to focus on coming up with strategies and financial forecasting. When an [accountant or bookkeeper] syncs with Plooto Plooto allows you to standardize your entire AP and AR process for your clients with a smooth workflow giving you time to bring on more clients. Plooto is continuously working to offer more AP and AR features for your business success. Additional features include international payments to 30+ countries for a flat fee with competitive exchange rate, pre-authorized debit agreements (PAD), CRA payment for Canadian companies, and integration with QuickBooks (QB) and Xero. You can start your free 30-day trial today by clicking “Sign Up” with no credit card required. For more information about Plooto, please visit our website below or follow Plooto for updates and relevant information.

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