Teams at Plooto

Conduct outbound prospecting to accounting and bookkeeping firms across the US and Canada, qualify potential channel partners, and book high-quality meetings for Partnerships and Channel Sales. Maintain accurate Salesforce records, execute multichannel outreach, collaborate on messaging and target accounts, meet pipeline targets, and share market feedback to improve prospecting strategies.

The Account Executive will manage the sales process for SMB prospects, converting inbound leads and conducting outbound outreach, while ensuring customer satisfaction and maintaining CRM accuracy.