Customer Success Manager

About Float

Float is on a mission to simplify finance for Canadian businesses, empowering them to eliminate complexity and unlock new opportunities. Through our innovative platform, Float enables businesses to streamline financial operations and optimize cash flow, so they can focus on what matters most: growth.

As one of Canada’s fastest growing companies and top-rated startups in 2024 and 2023, Float is customer-obsessed, passionate and entrepreneurial, with a team that includes leaders from Uber, Shopify, Top Hat, Touch Bistro, and Ada.

At Float, everyone is an owner, bringing their unique perspective to our team and product. Your voice is important, and we take having a culture based on feedback seriously. We openly share our thoughts and differing opinions so we can continue to improve. We do our best to keep our decision-making decentralized so that all team members feel ownership in our success.

Float is Canada’s complete business finance platform, combining modern financial services and software to help businesses spend, save, and grow. Trusted by 5000+ Canadian companies, Float provides high-limit corporate cards, automated expense management, next-day bill payments, high-yield accounts and fast, friendly support—all built in Canada, for Canada. Float is backed by world‑class venture and fintech investors, including Growth Equity at Goldman Sachs Alternatives and OMERS Ventures, partners behind our $70 million Series B raise.

Our team is a collection of ambitious, collaborative and mission‑driven people from all walks of life but with one goal: helping Canadian companies not just survive but thrive. And we’re looking for bold innovators to help shape the future of business finance in Canada.

As a Customer Success Manager
, you’ll play a critical role in ensuring our customers successfully adopt and maximize the value of Float from the moment they onboard and throughout their journey. You’ll be a trusted partner, working closely with customers to drive strong adoption, mitigate risks, and unlock long‑term growth opportunities.

At Float, we believe great customer success is about building meaningful partnerships and unlocking long‑term value for our customers. If you’re passionate about driving adoption, mitigating risks, and helping businesses scale their financial operations, we’d love to hear from you!

• Build deep relationships with customers as they begin their Float journey, ensuring a smooth and successful onboarding experience.
• Partner with key stakeholders to define success criteria and measurable outcomes for their initial adoption of Float.
• Identify long‑term expansion opportunities by deeply understanding each customer’s broader financial operations and future needs.
• Ensure customers stay on track with their year‑one objectives, including spend targets and product adoption milestones.
• Serve as a strategic partner post‑onboarding to drive continued engagement, training, and advocacy within customer organizations.
• Proactively monitor customer health signals and usage patterns, ensuring any barriers to adoption are addressed early.

• Identify risks across your book of business and develop proactive mitigation plans in partnership with cross‑functional teams.
• Ensure customers remain engaged and see ongoing value from Float by addressing potential churn indicators before they escalate.
• Support customers through any transitions, ensuring they continue to leverage Float’s full capabilities.

• Drive customer adoption of Float’s full suite of features, ensuring teams maximize the value of corporate and employee spend management.
• Advocate for customer participation in Float’s Early Adopter Programs, gathering insights to shape future product iterations.
• Educate and inspire customers to explore new ways to optimize their workflows with Float’s evolving capabilities.
• Identify opportunities for growth across your aligned Book of Business.

• Provide insight and strategic…