- Own the full sales cycle for SMB prospects, from initial discovery through close, ensuring a consultative and customer-first buying experience.
- Manage and convert a steady pipeline of inbound leads from businesses looking to automate and simplify their accounts payable and receivable processes.
- Execute outbound outreach to targeted prospect segments when needed, bringing the same disciplined, customer-first approach to every engagement.
- Conduct compelling discovery calls and product demonstrations that clearly connect Plooto's platform to each prospect's specific pain points and goals.
- Maintain disciplined CRM hygiene in Salesforce, with accurate pipeline stages, timely disposition logging, and quality deal notes that support team-wide forecasting.
- Collaborate with Revenue Operations, Product, and Marketing teams to ensure smooth handoffs and share field insights that improve how we go to market.
- Consistently meet and exceed monthly performance targets including deals closed, new subscriber numbers, and payment feature activation rates.
- Share learnings from customer conversations to help sharpen the team's messaging, talk tracks, and objection-handling playbooks.
Salesforce