---
title: 'Customer Success Manager at Plooto'
canonical: 'https://feeny.ai/job/customer-success-manager-plooto-canada-ksmq0er0rehh'
type: 'job'
last_seen: '2026-09-08'
---

# Customer Success Manager at Plooto

- **Company:** Plooto
- **Location:** Canada
- **Work type:** remote
- **Posted:** 2025-09-26
- **Last confirmed live:** 2026-09-08
- **Apply:** https://job-boards.greenhouse.io/plootocareers/jobs/4935381008

## Job description

## About Plooto

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 Sales 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
- Product usage and feature adoption
- Payment volume and overall engagement
- Carry and deliver against a new subscriber target with commission tied to client growth.
- Identify opportunities to upsell, cross-sell, and expand firm adoption.
- Collaborate with sales, product, and support teams to provide customer feedback and continuously improve the experience.

What We’re Looking For in this Sales Role:

- 3+ years of experience in customer success, account management, or sales, preferably in SaaS, fintech, or payments.
- Proven track record of meeting or exceeding new subscriber, growth, or expansion targets.
- Strong relationship-building skills with a natural curiosity to understand customer needs and challenges.
- A hunter mentality, driven to grow accounts and achieve ambitious goals.
- Excellent communication, problem-solving, and organizational skills.
- Comfort working independently in a fast-paced start-up environment.
- Bonus: experience in the accounting software or payments ecosystem.
- Must be legally eligible to work in Canada and based in Canada.

## Why Join Plooto

- Be part of a Canadian fintech start-up that’s reshaping how businesses manage payments.
- Work remotely while collaborating with a passionate, high-performing team.
- Competitive salary plus commission tied to growth and success.
- Opportunity to learn, grow, and make a direct impact on the company’s trajectory.

This is a fully remote role open to candidates in BC, AB, ON, and NS. There is one open vacancy.

## 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)

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