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Account Executive, Channel Sales

Plooto · Remote, Canada

Own the full sales cycle for accounting and bookkeeping firm partners and their SMB clients. Source pipeline through inbound, outbound, and industry events. Meet firm principals and staff virtually to close deals and onboard clients to the platform.

About this role

About Plooto Plooto is an all-in-one payment automation platform that helps businesses and accounting firms manage payables and receivables. More than 14,000 companies use Plooto to automate financial workflows, move money, and reconcile with their accounting systems. We are building the financial operations platform small and medium-sized businesses can rely on to run with greater control, efficiency, and confidence. 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.

The employer's own description, as posted on their site. Apply on Plooto's site ↗

sales · channelsales · smb · fintech

Role
Sales
Remote policy
fully-remote
Type
Full-time
Region
Americas
Posted
2026-11-10
First seen
2026-11-11
Last seen alive
2026-11-11
Last verified
2026-11-11
Verification
AI-verified
Board
lever
Report expired / not remote

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