Account Executive

Plooto; Canada; Remote; CAD 70,000 - 100,000; Full time

Job summary

A growing financial technology company in Canada is seeking an experienced Account Executive to manage the sales cycle for accounting firms. In this role, you will generate leads, deliver product demos, and work closely with other teams to enhance customer experiences. Ideal candidates have a successful SaaS sales background and strong Salesforce skills, along with a passion for collaboration and customer success.

Qualifications

• Proven track record of exceeding sales targets in a SaaS environment.
• Strong experience managing pipeline and opportunities in Salesforce.
• Exceptional communication, negotiation, and collaboration skills.

Responsibilities

• Own the full sales cycle from prospecting to close for accounting firms and multi-entity businesses.
• Proactively manage inbound leads and conduct outbound outreach to generate new pipeline.
• Deliver engaging product demos and maintain accurate pipeline data in Salesforce.

Skills

Exceeding sales targets

Salesforce experience

Inbound lead management

Outbound prospecting

Product demos

Communication skills

Negotiation skills

Collaboration skills

Tools

Salesforce

Job description

About Plooto

Plooto is on a mission to revolutionize how accounting firms and multi-entity businesses manage their finances. Our platform empowers our customers to save time, increase accuracy, and operate with greater control. We’re here to champion the people building the real economy, and we do it with heart, hustle, and integrity.

The Opportunity

We’re looking for an experienced Account Executive who thrives in a high-energy, high-growth environment. In this role, you’ll manage a mix of inbound and outbound prospecting, guiding leads through the sales funnel, and closing high-velocity deals. You’ll collaborate closely with Customer Success, Product, and Marketing to create exceptional customer experiences from the first touchpoint onward.

What You’ll Do

• Own the full sales cycle from prospecting to close for accounting firms and multi-entity businesses.
• Proactively manage inbound leads, qualify opportunities, and conduct outbound outreach to generate new pipeline.
• Book and deliver engaging product demos that clearly articulate value and differentiate Plooto in the market.
• Maintain accurate pipeline data in Salesforce and forecast with precision.
• Consistently create new opportunities, drive conversion, and exceed revenue targets.
• Collaborate cross-functionally with CSMs to ensure seamless handoffs and strong customer adoption.
• Partner with Product and Marketing to share market insights, customer feedback, and ideas to improve our offering.
• Be an active contributor to team culture—sharing best practices, helping teammates succeed, and living Plooto’s values every day.

What You Bring

• Proven track record of exceeding sales targets in a SaaS environment.
• Strong experience managing pipeline and opportunities in Salesforce.
• Skilled in both inbound lead management and outbound prospecting.
• Confident and engaging in booking and delivering product demos.
• Experience closing high-velocity deals while managing multiple priorities.
• Exceptional communication, negotiation, and collaboration skills.
• Comfortable working cross-functionally with diverse teams.
• High level of accountability, curiosity, and adaptability.

Plooto’s Values in Action

At Plooto, our values aren’t just words on a wall—they shape how we work:

• Champion Our Customers: Always act with integrity and focus on delivering real value.
• Learn In Motion: Move fast, adapt, and embrace smart risks.
• Own The Outcome: Take responsibility and follow through.
• Keep It Real: Speak with honesty, respect, and clarity.
• Build With Heart: Collaboration, inclusion, and respect are the foundation of our success.

Why Join Us

You’ll join a passionate, growing team making a real impact in the accounting and financial technology space. You’ll have the autonomy to own your outcomes, the support to grow your skills, and the opportunity to make a measurable difference—every single day.