客户成功经理
Customer Success Manager
关于Plooto
Plooto是一家快速发展的加拿大金融科技公司，致力于革新企业支付管理方式。我们帮助会计师事务所及其客户自动化和简化应付账款、应收账款和工作流程，节省时间并释放增长潜力。作为一家灵活的初创公司，我们注重创新、协作，并赋能客户取得成功。
职位描述
我们正在寻找一名客户成功经理（CSM）加入销售团队，负责会计师事务所的入职，并推动Plooto在他们的客户群体中的采用。该职位结合了客户成功、销售和战略账户管理。你的成功将通过你帮助会计师事务所将其客户引入Plooto并随时间推移增加使用量来衡量。
这是一个适合在快节奏的初创环境中茁壮成长的人的机会，热爱建立关系，并在推动结果时具有猎人般的进取心。
你将负责
- 负责新会计师事务所合作伙伴的入职旅程，确保事务所及其客户顺利采用。
- 与事务所领导建立并维护牢固的关系，推动Plooto上的客户扩展。
- 成为值得信赖的顾问，向合作伙伴传授最佳实践，并帮助他们充分发挥Plooto的价值。
- 管理一组客户，重点关注提升：
- 入网客户数量
- 产品使用率和功能采用率
- 支付量和整体参与度
- 承担并完成新的订阅目标，佣金与客户增长挂钩。
- 识别升级销售、交叉销售和事务所采用扩展的机会。
- 与销售、产品和客服团队合作，提供客户反馈并持续改进体验。
我们在此销售职位中寻找的人选：
- 3年以上客户成功、账户管理或销售经验，最好在SaaS、金融科技或支付领域。
- 有达成或超越新订阅、增长或扩展目标的显著业绩记录。
- 强大的关系建立能力，具备自然的好奇心去了解客户需求和挑战。
- 具有猎人般的进取心，致力于增长账户并实现雄心勃勃的目标。
- 优秀的沟通、解决问题和组织能力。
- 适应在快节奏的初创环境中独立工作。
- 附加条件：在会计软件或支付生态系统中有经验。
- 必须合法获得在加拿大工作的资格，并且居住在加拿大。
查看英文原文
About Plooto
Plooto is a fast-growing Canadian fintech company on a mission to revolutionize how businesses manage payments. We help accounting firms and their clients automate and simplify payables, receivables, and workflows, saving time and unlocking growth. As a nimble start-up, we thrive on innovation, collaboration, and empowering our customers to succeed.
The Role
We are looking for a Customer Success Manager (CSM) to join our Sales team and play a key role in onboarding accounting firms and driving the adoption of Plooto across their client base. This role blends customer success, sales, and strategic account management. Your success will be measured by how effectively you help accounting firms bring their clients onto Plooto and grow their usage over time.
This is an exciting opportunity for someone who thrives in a fast-paced start-up environment, loves building relationships, and has a hunter mentality when it comes to driving results.
What You’ll Do
- 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.
- Act as a trusted advisor, educating partners on best practices and helping them unlock full value from Plooto.
- Manage a portfolio of accounts with a focus on increasing:
- Number of clients onboarded
- Product usage and feature adoption
- Payment volume and overall engagement
- Carry and deliver against a new subscriber target with commission tied to client growth.
- Identify opportunities to upsell, cross-sell, and expand firm adoption.
- Collaborate with sales, product, and support teams to provide customer feedback and continuously improve the experience.
What We’re Looking For in this Sales Role:
- 3+ years of experience in customer success, account management, or sales, preferably in SaaS, fintech, or payments.
- Proven track record of meeting or exceeding new subscriber, growth, or expansion targets.
- Strong relationship-building skills with a natural curiosity to understand customer needs and challenges.
- A hunter mentality, driven to grow accounts and achieve ambitious goals.
- Excellent communication, problem-solving, and organizational skills.
- Comfort working independently in a fast-paced start-up environment.
- Bonus: experience in the accounting software or payments ecosystem.
- Must be legally eligible to work in Canada and based in Canada.
Why Join Plooto
- Be part of a Canadian fintech start-up that’s reshaping how businesses manage payments.
- Work remotely while collaborating with a passionate, high-performing team.
- Competitive salary plus commission tied to growth and success.
- Opportunity to learn, grow, and make a direct impact on the company’s trajectory.
This is a fully remote role open to candidates in BC, AB, ON, and NS. There is one open vacancy.
Originally posted on Himalayas