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
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