Careers at Plooto

Client Experience Specialist
Toronto, Ontario, Canada


Imagine being part of a winning team – A team that starts every action with the customer experience and works backward. A team that earns trust with one another through critical thinking and growth velocity. Imagine being surrounded by team members who are curious by nature and dive deep to understand the hows and the whys. At Plooto, we’re making a difference by moving finance forward and enabling SMBs to succeed. We are looking for a Client Experience Specialist to join our team and play a key role in the growth and success of Plooto, so we can increase our impact on millions of businesses worldwide.  


Plooto was formed to solve a really big problem. 82% of all businesses fail due to poor management of finances and cashflow. Most businesses in North America manage their financial operations with manual, counterintuitive, and antiquated solutions. Our founders experienced this pain firsthand at their previous company and set to solve this problem so more entrepreneurs could succeed. Our vision is to enable the advancement of SMBs, by developing the tools & insights they need to manage & maximize their cash flow. We aim to automate complex financial processes by building a complete cashflow management platform that unifies payments, processes, control, reconciliation, and reporting.  

Plooto’s multi-platform product is trusted by over 4,500 SMBs and their finance teams. Our growing Plooto Network with over 120K businesses, enables our customers to discover and transact with any vendor, supplier, or biller in North America. For more information, please visit PLOOTO.COM 


Plooto is seeking a Client Experience Specialist with 2+ years of experience to join our growing team. In this role, you will focus on driving superior client experience ensuring our customers are at the forefront of every interaction and our client experience strategy is closely aligned to the tactics we need to drive success. We are a high performing organization, and we encourage a Championship Mindset. This is a chance to join Plooto and build out your purpose, your work, and your influence. If you believe you can “win” then we want you to apply! 

Required Skills


  • Responsible for providing first-line customer support by answering chats, emails, and phone calls
  • Provide ongoing relationship management with existing and new clients
  • Develop and maintain deep expertise on Plooto’ s platform and services
  • Develop and implement constant improvements to customer support Help Articles, Videos.
  • Ensure a high rating on Customer Satisfaction Surveys
  • Analyze feedback directly from clients in order to set development priorities for new feature updates, platform improvements, and marketing strategies
  • Work closely with sales, marketing, and technical teams to identify and satisfy customer needs, decrease customer turn over rate and help grow new/existing accounts

Other duties as assigned.


  • Believe in meritocracy and are comfortable having open fact-based conversations
  • Are ready and willing to be both hands-on and heads-down with an attention to detail and an eye for quality
  • Demonstrate passion – you are a person who is addicted to winning and despise losing
  • Move with purpose and insist on the highest standards
  • Have experience in the scrappy, fast-paced world of start-ups and scale-ups
  • Are a self-starter, results-oriented, well-organized, and sweat the small details
  • Are data-driven, curious by nature, and dive deep to understand the Hows and Whys
  • Promote diversity and inclusion.


  • 2+ years of customer experience in a fintech company, financial institution, call center, or accounting firms
  • Strong problem-solving techniques, with the ability to take ownership and ensure resolution in a timely manner
  • A proactive approach to ensure customer satisfaction
  • Ability to prioritize tasks and manage deadlines in a fast-paced environment
  • Knowledge of accounting software, Accounts Payable/Receivable practices
  • Four-year University/College degree


Remuneration commensurate with potential, experience, and skills. We offer great growth potential, industry competitive salary, and stock options based on results.

Plooto is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Plooto welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.


Know someone who would be a perfect fit? Let them know!