About Plooto
82% of small businesses fail due to poor management of cash flow. Our vision is to enable the advancement of Small and Medium-sized Businesses (SMBs) by developing the tools & insights they need to maximize their cash flow. Over 10,000 businesses and their finance teams trust Plooto to automate their financial processes so they can focus on reaching their true potential.
About the Role:
As the Customer Success Manager at Plooto, you will be responsible for managing and executing the onboarding process across a diverse customer base of small to medium sized business. Reporting to the Chief Revenue Officer, you will lead efforts to ensure successful onboarding experiences, drive customer growth, and enhance long-term satisfaction. This role will focus on optimizing the onboarding journey, collaborating closely with cross-functional teams to shape strategies that align with company goals and customer needs.What You'll Do:
- Manage and execute the onboarding process for various small to medium sized businesses, ensuring high-quality experiences and customer retention.
- Collaborate with Marketing, Customer Experience, Product, Engineering, and Compliance teams to streamline and enhance the onboarding process.
- Develop and implement strategies to drive successful onboarding and adoption of Plooto's products among different customer profiles, focusing on maximizing customer value and growth.
- Identify opportunities for upselling and cross-selling additional products or services, leveraging insights from the onboarding process and customer interactions.
- Conduct product demos and presentations to showcase Plooto's SaaS solutions, setting the standard for effective engagement and sales practices.
- Analyze market trends and customer feedback to continually improve the onboarding process and align product offerings with customer expectations.
- Build and maintain strong relationships with key stakeholders, internally and externally, to foster collaboration and achieve mutual success.
- Drive the development of new internal processes and initiatives aimed at optimizing the velocity and efficiency of customer onboarding.
- Act as a champion for the customer voice within the organization, influencing product and marketing decisions based on onboarding experiences and customer insights.
Your Background:
- Bachelor's degree in business, finance/accounting, economics, or a related field.
- Minimum of 2 years of experience in business development, onboarding, implementation, or customer success roles, preferably within the Fintech or Payments industry.
- Proven track record of driving sales growth and achieving targets in a SaaS environment.
- Experience in conducting effective product demos and presentations that drive customer engagement and sales.
- Strong leadership skills with the ability to inspire and motivate towards achieving strategic objectives.
- Excellent communication and interpersonal skills, with a demonstrated ability to build rapport and collaborate effectively across teams.
- Ability to thrive in a fast-paced, dynamic environment, with a proactive approach to problem-solving and decision-making.
- Knowledge of accounting software, payment processes, and accounts payable/receivable practices is a plus.
- Fluency in French would be advantageous.
Location Eligibility
Why Become a Plootonian?
If you are looking to make a professional impact, look no further. Plooto is currently in hyper-growth mode, looking to 10x our customer base. Plooto is dramatically changing the payments space in North America. We have delivered an unrivalled product experience to fulfill a growing need in the SMB space. The biggest reason why SMBs close their doors is due to poor management of finances and cash flow. Plooto solves that problem! We have an extremely strong product-market fit with a massive opportunity ahead of us.
We are backed by an experienced and diverse group of FinTech veterans. You will have the opportunity to make history and change the course of this sector for many years to come. Join Plooto and be a part of making history.
