Job Description
About PlootoPlooto’s vision is to enable the advancement of small and medium businesses, by developing the tools & insights they need to manage & maximize their cash flow. We aim to automate complex financial processes by building a complete cash flow management platform that unifies payments, processes, control, reconciliation, and reporting. Plooto’s multi-platform product is trusted by over 9,500 SMBs and their finance teams. Plooto Network, with over 150K businesses, enables our customers to discover and transact with any vendor, supplier, or biller in North America. For more information, visit plooto.com
The RoleAs a Client Experience Specialist, you will focus on providing first-line support to our clients. You’ll build strong relationships with existing and new clients, ensuring they are at the forefront of every interaction. 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
- Provide first-line client support by answering chats, emails, and phone calls
- Provide ongoing relationship management with existing and new clients
- Develop and maintain a 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
- 2+ years of customer experience in a fintech company, financial institution, call centre or accounting firm
- 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
- Culture: We’re a purpose-driven meritocratic culture where bias, tenure, and egos are replaced with debate, data, and facts so we can spend as much time as possible on impactful work to create real value for our customers. Plus, we provide regular social events by our awesome Social Committee, live and virtual coffee chats and more!
- Growth: We’re a fast-paced FinTech company with numerous opportunities to learn, grow and take on new challenges. You’ll have an immediate impact. Additionally, all Plootonians can participate in the employee stock option plan from day 1.
- Benefits: Day 1 access to comprehensive medical and health, including 100% drug coverage. We offer generous time off (vacation, sick, etc.)
- Security: Plooto is trusted by over 9,500 SMBs and their finance teams. Our customers can discover and transact with over 150K customers and suppliers in North America through our B2B network.
Why Become a Plootonian?If you are looking to make a professional impact, look no further. Plooto is currently in hyper-growth mode, looking to 10x our customer base. Plooto is dramatically changing the payments space in North America. We have delivered an unrivalled product experience to fulfill a growing need in the SMB space. The biggest reason why SMBs close their doors is due to poor management of finances and cash flow. Plooto solves that problem! We have an extremely strong product-market fit with a massive opportunity ahead of us. We’re backed by an experienced and diverse group of FinTech veterans. You will have the opportunity to make history and change the course of this sector for many years to come. Join Plooto and be a part of making history.
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