Customer Success Manager

Customer Success Manager

Plooto is a fast-growing Canadian fintech company on a mission to revolutionize how businesses manage payments. We help accounting firms and their clients automate and simplify payables, receivables, and workflows, saving time and unlocking growth. As a nimble start-up, we thrive on innovation, collaboration, and empowering our customers to succeed.

The Role

We are looking for a Customer Success Manager (CSM) to join our team and play a key role in onboarding accounting firms and driving the adoption of Plooto across their client base. This role blends customer success, sales, and strategic account management. Your success will be measured by how effectively you help accounting firms bring their clients onto Plooto and grow their usage over time.

This is an exciting opportunity for someone who thrives in a fast-paced start-up environment, loves building relationships, and has a hunter mentality when it comes to driving results.

What You'll Do

• Own the onboarding journey for new accounting firm partners, ensuring smooth adoption for both firms and their clients.
• Build and maintain strong relationships with firm leaders to drive client expansion on Plooto.
• Act as a trusted advisor, educating partners on best practices and helping them unlock full value from Plooto.
• Manage a portfolio of accounts with a focus on increasing :

Number of clients onboarded

What We're Looking For

Why Join Plooto