Plooto is a Canada-born fintech company on a mission to give small and mid-sized businesses the financial power to succeed on their own terms. We make payments secure, accurate, and stress-free so businesses and their accountants can spend less time in the books, confidently manage cash flow, and make smarter decisions every day. We're a team that builds with integrity, agility, and heart, and we're looking for customer-minded pros who share our passion to join us as we scale.
About the RoleLocation: Remote, India
Employment type: Employer of Record
We're looking for an Account Executive to join our SMB Sales team and help bring Plooto's all-in-one AP/AR payment platform to small and independent businesses across North America. You'll be joining a focused, driven team working through an important chapter in Plooto's growth, with meaningful work to do and real opportunities to develop as the business evolves.
You'll primarily manage a pipeline of warm inbound leads from businesses actively exploring better ways to manage their payments. When the opportunity arises, you'll also engage in targeted outbound outreach, so comfort with both motions is essential. You'll play a direct role in shaping how Plooto grows its SMB customer base.
Key Responsibilities- Own the full sales cycle for SMB prospects, from initial discovery through close, ensuring a consultative and customer-first buying experience.
- Manage and convert a steady pipeline of inbound leads from businesses looking to automate and simplify their accounts payable and receivable processes.
- Execute outbound outreach to targeted prospect segments when needed, bringing the same disciplined, customer-first approach to every engagement.
- Conduct compelling discovery calls and product demonstrations that clearly connect Plooto's platform to each prospect's specific pain points and goals.
- Maintain disciplined CRM hygiene in Salesforce, with accurate pipeline stages, timely disposition logging, and quality deal notes that support team-wide forecasting.
- Collaborate with Revenue Operations, Product, and Marketing teams to ensure smooth handoffs and share field insights that improve how we go to market.
- Consistently meet and exceed monthly performance targets including deals closed, new subscriber numbers, and payment feature activation rates.
- Share learnings from customer conversations to help sharpen the team's messaging, talk tracks, and objection-handling playbooks.
Must-Have
- 3+ years of B2B SaaS or fintech sales experience with a consistent track record of quota attainment.
- Proven experience selling to small and independent businesses; you understand their buying behaviour, timelines, and decision-making dynamics.
- Comfortable running both inbound and outbound sales motions; you know how to generate momentum regardless of where a conversation starts.
- Strong discovery and qualification skills; you ask the right questions, listen actively, and tailor your pitch accordingly.
- Hands-on experience with Salesforce or a comparable CRM; you keep your pipeline clean and use data to manage your time well.
- Excellent written and verbal communication skills in English; confident on the phone and equally effective in async channels.
Nice-to-Have
- Background in payments, accounting software, or financial tools, or prior experience working with accountants and bookkeepers.
- Experience with sales engagement tools such as outreach sequencing platforms or VoIP tools like Aircall.
- Prior experience in a high-growth or fast-changing environment where you've had to adapt quickly as the playbook evolved.
- Familiarity with compliance considerations in financial software sales (e.g., CASL, TCPA).
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.
