Account Executive, Channel Sales

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About the role

  • Account Executive selling Plooto’s payments and cash-flow platform to Canadian accounting firms and SMB clients. Managing full-cycle SaaS sales, field meetings, partner onboarding, and client adoption across Canada.

Responsibilities

  • 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 a pipeline
  • Source and convert pipeline from industry events, conferences, and accounting community gatherings across Ontario and Canada
  • Book and deliver in-person and virtual product demos
  • Travel regularly within the territory, with a home base in Ontario, to meet firms and prospects face to face
  • Guide new firm partners through onboarding and drive client adoption of Plooto
  • Maintain accurate pipeline data in Salesforce, forecast revenue, and exceed revenue targets
  • Collaborate with Customer Success, Marketing, and Partnerships on handoffs, event coverage, and channel strategy
  • Contribute to team culture and share best practices

Requirements

  • 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, including running in-person meetings
  • Based in Canada, Ontario preferred, with ability to travel regularly within the territory
  • Strong experience managing pipeline and opportunities in Salesforce and forecasting with precision
  • Ability to book and deliver 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 background in accounting/fintech
  • Nice to have: experience in channel or partner sales
  • Nice to have: familiarity with AP/AR automation, payments, or SaaS for SMBs
  • Nice to have: existing network within the Canadian accounting or bookkeeping community

Benefits

  • Accommodation available throughout the recruitment process in accordance with applicable accessibility legislation
  • Inclusive workplace committed to helping people of all backgrounds, experiences, and perspectives thrive

Job type

Full Time

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

No Education Requirement

Location requirements

RemoteCanada

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