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 https://www.theglobeandmail.com/business/rob-magazine/top-growing-companies/article-ranking-canadas-top-growing-companies-of-2024/ and top-rated startups in 2025 https://www.linkedin.com/posts/floatfinancial_were-proud-to-share-that-float-has-been-activity-7387093684720300032-2DDz/, 2024 https://www.linkedin.com/pulse/linkedin-top-startups-2024-15-canadian-companies-rise-linkedin-news-llihe/ and 2023 https://lnkd.in/TSU23CA, 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 complete business finance platform, combining modern financial services and software to help businesses spend, save, and grow. Trusted by 6000+ 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 https://floatfinancial.com/we-raised-70-million-to-fix-canadas-business-banking-problem/. 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. 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 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! WHAT YOU'LL BE RESPONSIBLE FOR BUILDING AN EARLY FOUNDATION FOR LONG-TERM SUCCESS - 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 a