Customer Success Manager

About the role

Join Plooto as a Customer Success Manager, where you'll play a key role in onboarding accounting firms and driving the adoption of our platform. This role combines customer success, sales, and strategic account management, and your success will be measured by how effectively you help accounting firms bring their clients onto Plooto and grow their usage over time. You'll own the onboarding journey for new accounting firm partners, build and maintain strong relationships with firm leaders, and manage a portfolio of accounts with a focus on increasing client onboarding, product usage, and payment volume. Key missions: 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.. Manage a portfolio of accounts with a focus on increasing the number of clients onboarded, product usage, and overall engagement. Profile: - A hunter mentality, driven to grow accounts and achieve ambitious goals - Comfort working independently in a fast-paced start-up environment - Excellent communication, problem-solving, and organizational skills - Must be legally eligible to work in Canada and based in Canada - Strong relationship-building skills with a natural curiosity to understand customer needs and challenges - Bonus: experience in the accounting software or payments ecosystem - Proven track record of meeting or exceeding new subscriber, growth, or expansion targets - 3+ years of experience in customer success, account management, or sales, preferably in SaaS, fintech, or payments