Customer Success Manager
Remote · CA or CA
Job Summary
The Customer Success Manager at Plooto will own the onboarding journey for new accounting firm partners, ensuring smooth adoption for both firms and their clients. The role includes building strong relationships with firm leaders to drive client expansion, managing a portfolio with a focus on increasing client onboarding, product usage, payment volume, and engagement. A successful candidate will have over 3 years of experience in a similar field with a proven record of meeting growth targets, possess excellent communication and relationship-building skills, and thrive in a fast-paced environment.
Required Qualifications
- 3+ years of experience in customer success, account management, or sales
- Proven track record of meeting or exceeding new subscriber, growth, or expansion targets
- Strong relationship-building skills
- Excellent communication, problem-solving, and organizational skills
- Comfort working independently in a fast-paced start-up environment
- Legally eligible to work in Canada
Desired Qualifications
- Experience in accounting software or payments ecosystem
Additional Requirements
- Must be legally eligible to work in Canada and based in Canada
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