Account Manager, Direct Sales
Plooto (company site, opens in a new tab)5+ yrsOn-siteDirect career pageEst. 12–22 LPA
Posted on 8 Sept
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Job description
Structured overview of role & requirements
About This Role
- Manage and grow an existing portfolio of SMB subscribers across North America, driving adoption of high-value features such as AR Credit Card acceptance to expand revenue.
- Design and execute account reviews, segmentation, and expansion strategies with minimal oversight, shaping scalable playbooks for other Account Managers.
- Collaborate with Product, Marketing, and Sales Operations to influence feature launches and develop campaigns for revenue growth, while maintaining accurate CRM data in Salesforce.
Minimum Requirements
- 5+ years of B2B SaaS or fintech account management, customer success, or upsell/expansion sales with a strong track record of hitting expansion targets independently.
- Experience managing and growing revenue within an existing customer base, including designing or improving expansion motions or playbooks.
- Proficiency with Salesforce or similar CRM tools, with disciplined pipeline management and data-driven prioritization.
- Role is remote but restricted to candidates residing in India.
Ideal Candidate Profile
- Experienced in independently managing and growing account portfolios using sound judgment and self-driven strategies rather than scripted processes.
- Strong relationship-building and discovery skills enabling identification of customer needs and connecting them to relevant payment or fintech product features.
- Familiar with fintech or payment ecosystems and comfortable partnering cross-functionally to influence product and go-to-market initiatives.