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Remote, popular BDR role with broad outbound requirements increases competition.
Sales skills transferable, but fintech and accounting channel experience moderately preferred.
Explicit 1-3 years, B2B SaaS/fintech requirement and mandatory Salesforce experience tighten screening.
Build and maintain a qualified pipeline of accounting and bookkeeping firms across the US and Canada through structured outbound prospecting.
Qualify potential channel partners against Plooto's ICP and book qualified discovery meetings to hand off to Partnerships and Channel Sales team.
Maintain CRM hygiene in Salesforce and collaborate with Marketing and Partnerships to refine messaging and target lists based on market feedback.
1-3 years of B2B SaaS or fintech business development, SDR, or BDR experience with consistent outbound pipeline success.
Experience with high-volume outbound prospecting and managing sales cadences across multiple channels (email, phone, LinkedIn).
Hands-on experience with Salesforce or comparable CRM maintaining accurate pipeline data.
Excellent written and verbal English communication skills; comfortable on phone and asynchronous channels.
Demonstrated ability to quickly qualify B2B professional services firms and manage discovery meetings efficiently.
Experience prospecting into accounting, bookkeeping, or professional services firms, or channel/partner sales is a strong advantage.
Familiarity with accounting software ecosystems (e.g., QuickBooks Online, Xero) and ability to adapt in a fast-changing environment.