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 8000 businesses and their finance teams trust Plooto to automate their financial processes so they can focus on reaching their true potential.
Plooto is a product-led growth company, meaning we use our product to convert new sign-ups into active users rather than focusing on traditional outbound conversion tactics and pitch decks to persuade new customers. The Adoption Team at Plooto oversees this journey and converts new sign-ups in either a self-serve or assisted manner. The goal is to ensure we are delivering the right level of assistance to new customers depending on their business needs while maximizing conversion as we scale.
As a Sales Operations Specialist, you will focus on understanding the metrics and processes behind our interactions with new customers (i.e., phone calls, demos, live chats, emails) and delivering insights from assisting customers to other key stakeholders (i.e., the broader Go-To-Market team). You will then work to improve these processes and increase the breadth and depth of our tracking over time. Practically, this means improving how we use Salesforce (our CRM) and the rest of our tech stack to track and convert assisted customers while collecting feedback for Marketing and Product and building feedback loops with those teams. In addition, you will help define the deeper/day-to-day metrics that move the top-level company KPIs.
You will play a foundational role in defining the on-the-ground processes behind the customer journey and will create structure and define KPIs that will be leveraged as we scale. You will have the opportunity to work cross-functionally with teams like Marketing, Business Intelligence & Analysis, Product Management & Engineering, Strategic Finance, Compliance, etc. You will also work with the broader Adoption team and play a key role in shaping the team’s quarterly plans.
You have strong analytical skills with superior attention to detail and demonstrated ability to drive insights into actionable recommendations. Experience working with or within Customer Support and/or Sales organizations is a major asset with a passion for operations who is always thinking about how to make things better. You see a problem, have a bias for action and have the confidence to go out and solve that problem independently. You have the desire to grow your technical skillset with different tools and software and the ability to propose operational solutions to day-to-day inefficiencies with experience developing reports, and dashboards in Salesforce and are proficient with Excel. You have experience using tools like PowerBI, Segment, and Mixpanel, and knowledge of SQL will be a plus. You also have excellent interpersonal skills and an ability to work cross-functionally with a wide range of stakeholders and are comfortable working with BI&A/Data teams to build dashboards and visualizations. You are action-oriented with a clear bias for action and the ability to act without being told what to do, takes full ownership of work, and seeks help and input when needed with solid organizational skills with the demonstrated ability to plan, multitask and prioritize. You are an excellent communicator and able to convey complex ideas succinctly and with great precision, show discretion and ability to handle confidential issues, and are incredibly passionate about our clients and our products. You thrive in a fast-paced environment - a self-starter with strong prioritization skills who is self-motivated and able to work with minimum supervision, as well as a team player and are willing to travel within North America on occasion.
You have 1-2 years of customer-facing work experience in Sales, Account Management or Customer Success, or a similar role preferably in a fintech or SaaS company, or a financial institution and has worked in an operations role (e.g., Sales Ops, Customer Success Ops, etc.) or led a number of operational projects in a previous role (1+ years of experience). You have a College or University degree in Business and/or Marketing, or a related field with experience using Salesforce with advanced reporting and dashboarding knowledge – experience with other Revenue Operation applications is a plus. You should have demonstrated strong performance collaborating with Customer-facing, Marketing, and Product teams to effectively utilize Salesforce. You are analytical and have excellent interpersonal, written, and verbal communication skills with a positive attitude and willingness for continuous learning of new technologies. Plooto is an emerging Fintech in North America and this is not your average job - You’ll have a chance to shape foundational processes and metrics!
Why Become a Plootonian?
Everything we do can be traced back to our Leadership Principles. We leave our egos at the door and roll up our sleeves to get things done. We have an extremely strong product-market fit with an ever-growing customer base. We’re backed by an experienced and diverse group of FinTech veterans.
We have really big ambitions and are scaling rapidly. You’ll get the space and the support you need to grow by focusing deeply on meaningful work. Plootonians are passionate about their customers, teams, and FinTech, so you’ll feel right at home! You’ll receive a competitive salary, stock options from day 1, and an annual bonus (on top of many other benefits).