About Plooto
Plooto is on a mission to revolutionize how accounting firms and multi-entity businesses manage their finances. Our platform empowers our customers to save time, increase accuracy, and operate with greater control. We’re here to champion the people building the real economy, and we do it with heart, hustle, and integrity.
The Opportunity
We’re looking for an experienced Account Executive who thrives in a high-energy, high-growth environment. In this role, you’ll manage a mix of inbound and outbound prospecting, guiding leads through the sales funnel, and closing high-velocity deals. You’ll collaborate closely with Customer Success, Product, and Marketing to create exceptional customer experiences from the first touchpoint onward.
What You’ll Do
- Own the full sales cycle from prospecting to close for accounting firms and multi-entity businesses.
- Proactively manage inbound leads, qualify opportunities, and conduct outbound outreach to generate new pipeline.
- Book and deliver engaging product demos that clearly articulate value and differentiate Plooto in the market.
- Maintain accurate pipeline data in Salesforce and forecast with precision.
- Consistently create new opportunities, drive conversion, and exceed revenue targets.
- Collaborate cross-functionally with CSMs to ensure seamless handoffs and strong customer adoption.
- Partner with Product and Marketing to share market insights, customer feedback, and ideas to improve our offering.
- Be an active contributor to team culture—sharing best practices, helping teammates succeed, and living Plooto’s values every day.
What You Bring
- Proven track record of exceeding sales targets in a SaaS environment.
- Strong experience managing pipeline and opportunities in Salesforce.
- Skilled in both inbound lead management and outbound prospecting.
- Confident and engaging in booking and delivering product demos.
- Experience closing high-velocity deals while managing multiple priorities.
- Exceptional communication, negotiation, and collaboration skills.
- Comfortable working cross-functionally with diverse teams.
- High level of accountability, curiosity, and adaptability.
Plooto’s Values in Action
At Plooto, our values aren’t just words on a wall—they shape how we work:
- Champion Our Customers: Always act with integrity and focus on delivering real value.
- Learn In Motion: Move fast, adapt, and embrace smart risks.
- Own The Outcome: Take responsibility and follow through.
- Keep It Real: Speak with honesty, respect, and clarity.
- Build With Heart: Collaboration, inclusion, and respect are the foundation of our success.
Why Join Us
You’ll join a passionate, growing team making a real impact in the accounting and financial technology space. You’ll have the autonomy to own your outcomes, the support to grow your skills, and the opportunity to make a measurable difference—every single day.
Top Skills
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.
