Plooto is a fintech company on a mission to empower small and mid-sized businesses to run their cash flow confidently. Our platform helps businesses simplify, automate, and gain visibility into their payment operations — driving efficiency and stronger financial health. We’re growing fast, and we’re looking for passionate leaders to join us as we scale.
The OpportunityAs Senior Sales Manager, you’ll lead a team of high-performing Account Managers (AMs) and Customer Success Managers (CSMs) who are responsible for maximizing customer value, retention, and growth. You’ll own the strategy and execution of customer lifecycle revenue — from onboarding to expansion — ensuring our customers receive exceptional experiences that translate to business impact.
Reporting to our Chief Revenue Officer, this is a pivotal role that bridges customer success and revenue. You’ll bring a strong command of coaching, process discipline, and customer-centric thinking to help scale our go-to-market function in a rapidly evolving environment.
What You’ll Be Doing- Strategic Team Leadership: Provide visionary leadership and mentorship to the Account Management and Customer Success departments, fostering a culture of excellence, collaboration, and accountability to consistently achieve ambitious retention and expansion objectives.
- Customer Expansion Strategy: Architect and continuously refine holistic customer success and growth strategies, ensuring seamless onboarding, adoption, satisfaction, and revenue expansion across diverse customer segments.
- Pipeline & Forecasting: Partner with RevOps to institutionalize robust pipeline management, deliver precise expansion revenue forecasts, and proactively surface and address key risks and growth opportunities.
- Cross-Functional Collaboration: Forge deep partnerships with Marketing, Product, Support, and Sales, aligning cross-functional initiatives to deliver a unified, data-driven, and customer-centric experience at every part of the customer journey.
- Voice of the Customer: Seek and provide customer feedback to the marketing and product teams, ensuring that the organization is best equipped to maximize customer value and loyalty with frontline insights.
- Process & Tools: Drive continuous improvement in the utilization of systems, analytics, and processes to empower teams, enhance account planning, and elevate customer health monitoring at scale.
- Performance Culture: Champion a high-performance, results-oriented culture rooted in empathy, accountability, and continuous development, inspiring teams to deliver exceptional outcomes and drive sustained organizational growth.
- 6+ years of experience in B2B SaaS sales, account management, or customer success, with 2+ years leading AM/CSM teams.
- Proven success leading high-performing teams to acquisition, retention, and expansion targets.
- Advanced analytical and forecasting skills; experience working with sales/customer success tools and KPIs.
- Executive-level communication and stakeholder management skills, with a proven ability to influence and align cross-functional teams.
- Experience driving change and process improvement in scaling environments.
- Strategic thinker with operational rigor, balancing long-term vision with tactical execution.
- Passion for coaching and team development — you elevate and motivate others while delivering results.
- Experience in the payments space, fintech or working with SMB or accounting firm customers.
- Familiarity with Salesforce and modern GTM tools.
- Comfort working in hybrid and remote team structures.
If you are looking to make a professional impact, look no further. We’re changing the payments space in North America, delivering an unrivalled product experience to solve a real and pressing problem for SMBs. The biggest reason SMBs fail is due to poor financial management and cash flow - and Plooto fixes that.
We have a strong product-market fit, a massive opportunity ahead, and the backing of experienced fintech leaders. You’ll have the opportunity to help shape our growth story. Join Plooto and be part of a mission that matters.
