Account Executive, Channel Sales

This is a fully remote position, open to applicants in Canada.

📋 Description

• Take ownership of the entire sales process from prospecting to closure for accounting and bookkeeping firm partners and their SMB clients across Canada.

• Manage incoming leads, assess opportunities, and conduct outbound prospecting to establish a robust pipeline.

• Identify and convert leads from industry events, conferences, and gatherings within the accounting community throughout Ontario and Canada.

• Schedule and present both in-person and virtual product demonstrations.

• Travel frequently within the designated territory, primarily based in Ontario, to engage with firms and prospects face-to-face.

• Assist new firm partners with the onboarding process and promote client adoption of Plooto.

• Keep precise pipeline data in Salesforce, project revenue, and surpass revenue goals.

• Work collaboratively with Customer Success, Marketing, and Partnerships on handoffs, event participation, and channel strategies.

• Foster a positive team culture and share effective practices.

⛳️ Requirements

• Demonstrated success in surpassing sales targets within a SaaS setting, with deals originating from inbound, outbound, and event or conference channels.

• Experience in field sales, including conducting face-to-face meetings.

• Located in Canada, preferably Ontario, with the capability to travel regularly within the territory.

• Strong proficiency in managing pipelines and opportunities in Salesforce, with accurate forecasting skills.

• Ability to schedule and conduct product demonstrations aimed at accounting and bookkeeping audiences.

• Experience in closing high-velocity deals while juggling multiple priorities.

• Outstanding communication, negotiation, and collaboration abilities.

• High degree of accountability, curiosity, and adaptability.

• Nice to have: experience in selling to or partnering with accounting or bookkeeping firms, or a background in accounting/fintech.

• Nice to have: experience in channel or partner sales.

• Nice to have: knowledge of AP/AR automation, payments, or SaaS solutions for SMBs.

• Nice to have: an established network within the Canadian accounting or bookkeeping community.

🏝️ Benefits

• Accommodation is available throughout the recruitment process in accordance with applicable accessibility legislation.

• An inclusive workplace dedicated to empowering individuals from diverse backgrounds, experiences, and perspectives to thrive.