Revenue Operations Manager, Customer Success

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 2025, 2024 and 2023, Float is customer‑obsessed, passionate and entrepreneurial, with a team that includes leaders from Uber, Stripe, Shopify, Top Hat, Ada, Doordash, Snowflake, and Wealthsimple. 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.

Our Product
Float is Canada’s intelligent financial operating system, combining modern financial services and software to help businesses spend, save, and grow. Trusted by more than 7,500 Canadian companies, Float provides high‑limit corporate cards, automated expense management, next‑day bill payments, high‑yield accounts, and industry‑leading support, all built in Canada, for Canada. Float recently announced our $85 million Series C, and is backed by world‑class investors, including Inovia Capital, Growth Equity at Goldman Sachs Alternatives, OMERS Ventures, and Silicon Valley Bank.

AI Use in Our Hiring Process
We use technology, including artificial intelligence (AI), to support parts of our hiring process. This may include AI‑assisted scheduling and candidate communications, and AI‑generated interview notes, guides or summaries to help our team focus on the conversation. All hiring decisions are made by our hiring team.

About the Role
Float is investing in the next chapter of its Customer Success Operations function. As our Senior Customer Success Operations Manager, you’ll play a foundational role in shaping how Customer Success scales by building the systems, programs, and operating rhythms that help our customers grow and our team operate more effectively. While we already leverage Salesforce across the business, this role will lead the evolution of our dedicated Customer Success tooling and operating model as we continue to scale.

What You’ll Do

Design and optimize the end‑to‑end post‑sales (Customer Success) customer journey across onboarding, adoption, renewal, and expansion.

Build and own the Customer Success operating system, creating scalable processes that improve retention, expansion, forecasting, and operational efficiency.

Evaluate, implement, and optimize the Customer Success technology stack, driving adoption and enablement across the team.

Develop and continuously improve customer health scoring frameworks, risk indicators, and expansion signals.

Build and own recurring forecasting programs and target setting for customer retention and expansion, ensuring leadership has accurate visibility into business performance.

Create scalable account planning and risk management programs for Float’s largest customers.

Partner with Customer Success leadership to define CSM workflows, operating rhythms, success metrics, and performance measurement.

Translate complex and fragmented customer data into clear recommendations and actionable insights for Customer Success and GTM leadership.

Partner cross‑functionally with Rev Ops, Product, Finance, Sales, and Data teams to improve systems, reporting, customer handoffs, and operational efficiency.

Identify opportunities to automate manual work and streamline workflows so Customer Success Managers can spend more time…