Staff Customer Experience Strategist (Fully Remote)

Plooto Inc.; United States; Remote; USD 120,000 - 170,000; Full time

Job summary

Plooto, a payments automation platform, seeks a senior contributor to lead Customer Experience insights and optimization. You will partner across Product, Engineering, Operations, Risk, Data, Finance, and GTM to uncover opportunities, diagnose drivers, and shape CX priorities.

You will influence high-value improvements and help build a stronger CX capability at Plooto. Ideal candidates bring significant payments/fintech/SaaS CX experience, deep data fluency (SQL, Databricks, Salesforce), and

Qualifications

• Experience in payments, fintech, SaaS, or customer experience strategy.
• Ability to use data to solve systemic problems.
• Strong cross-functional collaboration and communication skills.

Responsibilities

• Identify opportunities to improve the customer journey across product, engineering, operations, risk, data, finance, and GTM.
• Diagnose drivers of customer experience and prioritize CX improvements.
• Shape CX strategy across SaaS and payments and build momentum for change.
• Influence high-value improvements and grow the CX capability at Plooto.

Skills

Payments domain knowledge

CX strategy

Data-driven problem solving

First-principles thinking

Cross-functional influence

Tools

SQL

Databricks

Salesforce

Job description

• Highly influential individual-contributor role reporting to VP, Risk & Operations.
• Work across Product, Engineering, Operations, Risk, Data, Finance, and GTM.
• Own Customer Experience Insights and Optimization.

What You'll Do:

• Uncover biggest opportunities to improve customer journey.
• Diagnose what is driving the experience.
• Shape customer experience priorities across SaaS and payments.
• Create momentum now while shaping what comes next.
• Influence high-value improvements across Plooto.
• Build a stronger Customer Experience capability.

What We're Looking For:

• Significant experience in payments, fintech, SaaS, or customer experience strategy.
• Strong understanding of how money moves through a payments business.
• Demonstrated track record of using data to solve systemic problems.
• Strong hands-on data proficiency using SQL, Databricks, Salesforce.
• Strong first-principles problem solving and business judgment.
• Experience building or improving a customer experience capability.
• Strong cross-functional influence and communication skills.

Why Become a Plootonian?:

• Make a meaningful impact in the payments space.
• Strong product-market fit and massive opportunity ahead.
• Join a team that cares deeply about customer impact and moves with urgency.
• Help shape the next chapter of our growth story.

Plooto

Plooto is a payment automation platform that helps accountants, bookkeepers, and their clients manage payables and receivables. With a strong footprint in Canada, we serve busy entrepreneurs, finance teams, and non-profits, and are backed by experienced fintech leaders.