---
title: 'Account Manager, Direct Sales at Plooto'
canonical: 'https://feeny.ai/job/account-manager-direct-sales-plooto-india-x6js9eqyds78'
type: 'job'
last_seen: '2026-09-22'
---

# Account Manager, Direct Sales at Plooto

- **Company:** Plooto
- **Location:** India
- **Posted:** 2026-09-08
- **Last confirmed live:** 2026-09-22
- **Apply:** https://job-boards.greenhouse.io/plootocareers/jobs/5418420008

## Job description

*Please note that this role is only open for candidates residing in India

## About Plooto

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.

Account Manager,  Direct Sales

## About the Role

Location: Remote, India

We're looking for a seasoned Account Manager to join our SMB team and grow the value Plooto delivers to our existing customer base across North America. This is an individual contributor role: you'll operate with minimal day-to-day oversight, exercise sound judgment on how you run your portfolio, and shape practices that the broader team adopts. Rather than opening new pipeline, you'll own an active book of subscribers, deepening their use of Plooto's AP/AR platform and driving adoption of high-value features like AR Credit Card acceptance.

You'll primarily manage a portfolio of subscribed SMB accounts, identifying expansion and upsell opportunities and guiding customers toward the payment features and rails that deliver the most value for their business, and for Plooto's Non-Float Revenue growth. You're expected to bring your own point of view on how to grow the book, not just execute an existing playbook.

## Key Responsibilities

- Own a portfolio of existing Velocity subscribers, building relationships that surface expansion opportunities across the account lifecycle, with minimal oversight on how you prioritize and run your book.
- Drive adoption of high-margin features, in particular AR Credit Card acceptance, and other new product releases, connecting each to the customer's specific cash flow needs.
- Design and run structured account reviews, segmentation, and expansion plays against the existing book, exercising sound judgment against Plooto's broader goals rather than a fixed script.
- Build and refine expansion playbooks and campaigns that other Account Managers can adopt, in partnership with Sales Operations and Marketing.
- Maintain disciplined CRM hygiene in Salesforce, with accurate opportunity stages for expansion deals, timely disposition logging, and quality account notes.
- Partner closely with Product and Marketing, influencing how feature launches and in-app nudges are designed so they convert into real revenue expansion.
- Consistently meet and exceed monthly performance targets including expansion revenue, feature activation rates, and TPV growth per account.
- Mentor newer team members on expansion technique and share learnings from customer conversations to sharpen the team's playbooks.

## Qualifications

Must-Have

- 5+ years of B2B SaaS or fintech account management, customer success, or upsell/expansion sales experience, with a consistent track record of hitting expansion targets while operating independently.
- Demonstrated ability to work with minimal oversight: you can design your own approach to growing an account portfolio rather than just following a prescribed motion.
- Proven experience growing revenue within an existing customer base, not just closing net-new logos, including designing or improving an expansion motion or playbook.
- Strong discovery and relationship-building skills; you can identify unstated needs and connect them to the right product feature.
- Hands-on experience with Salesforce or a comparable CRM; you keep your pipeline clean and use data to prioritize your portfolio.
- 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 driving adoption of a specific paid feature or add-on within an existing subscriber base (e.g., a payments or fintech add-on).
- Experience with sales engagement tools such as outreach sequencing platforms or VoIP tools like Aircall.
- Experience mentoring or informally guiding more junior account managers or CSMs.

Why Become a Plootonian?

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.

## About Plooto

## Company Overview
- **One-liner**: Plooto is an all-in-one payment automation platform that helps small and midsize businesses and their accountants streamline accounts payable and receivable in one secure, easy-to-use solution.
- **Entity Type**: Private (Series B)
- **Headquarters**: Toronto, Ontario, Canada
- **Founded**: 2015
- **Founders**: Serguei Kloubkov (Co-Founder & Co-CEO), John McLane (CEO)

## Core Business
- **Primary industry/industries**: Financial Services, Fintech, Payment Automation
- **Target customers**: Small and Midsize Businesses (SMBs), Accounting Firms, Bookkeepers
- **Mission or purpose statement**: To put businesses in control of their finances so they can build the future of their dreams.

## Products & Services
- **Accounts Payable (AP) Automation**: Automates the entire bill payment process, from invoice receipt to approval and payment execution. Includes custom approval workflows, two-way sync with accounting software (QuickBooks, Xero, NetSuite), and real-time payment tracking.
- **Accounts Receivable (AR) Automation**: Automates the invoicing and collections process, sending invoices, collecting payments, and syncing back to accounting software for full cash flow visibility.
- **International Payments**: Facilitates cross-border payments with competitive exchange rates, clear fees, and built-in compliance for paying international vendors.
- **Payment Options**: Supports EFT/ACH, credit card, foreign exchange, and instant payments via a pre-funded Plooto Instant account.
- **Accounting Software Integration**: Two-way sync with QuickBooks, Xero, and NetSuite for seamless reconciliation and data entry reduction.

## Market Standing
- **Valuation/Market Cap**: Not publicly disclosed
- **Key Metric**: Annual Revenue of $35.0M (USD) and Total Funding of $29.4M (USD)
- **Notable Investors/Partners**: Centana Growth Partners (led Series B), FINTOP Capital (led Series A). Key integrations with QuickBooks, Xero, and NetSuite.
- **Growth Signals**: Supports 14,000+ businesses, processes 3.2M+ transactions annually, has grown headcount 5.6% year-over-year to 81 employees, and has a presence in Canada, the United States, India, and the United Kingdom.

## Competitive Advantages
- **Deep Accounting Integration**: Two-way sync with QuickBooks, Xero, and NetSuite creates a sticky ecosystem for accounting firms and their clients, reducing manual data entry and errors.
- **Unified AP & AR Platform**: Combines both accounts payable and receivable in a single platform, offering a complete cash flow management solution that competitors often split into separate tools.
- **Customizable Approval Workflows**: Provides granular control over payment approvals, reducing firm risk and ensuring compliance, which is a critical need for accounting firms.
- **Built-in Compliance for International Payments**: Simplifies complex cross-border payments with transparent fees and regulatory compliance, a key pain point for SMBs.

## Strategic Focus
- **Deepening Accounting Ecosystem**: Continuing to strengthen integrations with major accounting platforms (QuickBooks, Xero, NetSuite) to become the default payment layer for accounting firms.
- **Product Expansion**: Building out a more complete cash flow management platform that unifies payments, processes, control, reconciliation, and reporting.
- **Scaling Customer Base**: Growing beyond 14,000 businesses by expanding sales and marketing efforts, particularly in the US and international markets.
- **International Growth**: Expanding presence in the United States, India, and the United Kingdom to capture a larger share of the global SMB payment market.

## Why Work Here
- **Meaningful Impact**: Employees directly shape how thousands of businesses run and grow, with a clear mission to empower SMBs.
- **Growth Opportunities**: The company invests in learning and development, and the fast-growing fintech environment offers career advancement.
- **Inclusive Culture**: Celebrated diverse perspectives, with 86% of employees rating it a great place to work (vs. 60% at a typical company) according to Great Place to Work® Canada.
- **Flexibility and Balance**: Supports hybrid and remote-friendly ways of working, with many roles listed as "Remote - Canada" or "Remote - India."
- **Forward Momentum**: Part of a fast-growing fintech that is constantly evolving, with a clear product roadmap and international expansion.
- **Engineering Culture**: The engineering team is a core part of the business, with a Senior Backend Engineer role currently open. The company values data-informed learning and taking smart risks.
- **Hiring Process**: A structured 4-step process: Screening interview → Take-home or on-call case study → Final interview → Reference & background checks → Offer.

## Sources
1. [plooto.com](https://www.plooto.com/)
2. [plooto.com/careers](https://www.plooto.com/careers)
3. [job-boards.greenhouse.io](http://job-boards.greenhouse.io/plootocareers)
4. [greatplacetowork.ca](https://www.greatplacetowork.ca/en/certified-company/z4870188000002257001)
5. [linkedin.com](https://ca.linkedin.com/company/plooto)

## Other roles at Plooto

- [Staff Customer Experience Strategist](https://feeny.ai/job/staff-customer-experience-strategist-plooto-canada-9abrn9patmh7) — Canada
- [Senior Backend Engineer](https://feeny.ai/job/senior-backend-engineer-plooto-canada-4pjhyt1zsmvm) — Canada
- [Business Development Representative](https://feeny.ai/job/business-development-representative-plooto-india-fpvqqhyhtenk) — India
- [Enterprise Customer Success Manager](https://feeny.ai/job/enterprise-customer-success-manager-plooto-toronto-ontario-canada-fjraqh0ba9aq) — Toronto Ontario Canada, India
- [Manager, Cross-Border & FX Payments](https://feeny.ai/job/manager-cross-border-fx-payments-plooto-canada-587wx8wej27c) — Canada
- [Manager, Privacy & Regulatory Compliance](https://feeny.ai/job/manager-privacy-regulatory-compliance-plooto-canada-cmv2q7kbtb9v) — Canada
- [Decision Scientist, Risk](https://feeny.ai/job/decision-scientist-risk-plooto-canada-bw5x1rs2kqb9) — Canada
- [Accounting Manager](https://feeny.ai/job/accounting-manager-plooto-remote-xc3jtzydmdas)
- [Account Executive](https://feeny.ai/job/account-executive-plooto-india-m5yq1q5qx6ej) — India
- [Customer Success Manager](https://feeny.ai/job/customer-success-manager-plooto-canada-ksmq0er0rehh) — Canada