Float
Customer Success Manager
Toronto, Canada
Sponsorship not specifiedDetected 83 days ago
SnowflakeAccountingCustomer SuccessShopifyCommunicationCollaborationProblem SolvingAdaptability
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.
- If you're passionate about driving adoption, mitigating risks, and helping businesses scale their financial operations, we'd love to hear from you!
- Identify long-term expansion opportunities by deeply understanding each customer's broader financial operations and future needs.
Responsibilities
- Partner with key stakeholders to define success criteria and measurable outcomes for their initial adoption of Float.
- Serve as a strategic partner post-onboarding to drive continued engagement, training, and advocacy within customer organizations.
- Identify risks across your book of business and develop proactive mitigation plans in partnership with cross-functional teams.
- Drive customer adoption of Float's full suite of features, ensuring teams maximize the value of corporate and employee spend management.
- Partner with internal teams to leverage customer feedback for product development and operational improvements.
- Support the development and execution of scalable processes that enhance the customer experience at every stage of their journey.
- Through our innovative platform, Float enables businesses to streamline financial operations and optimize cash flow, so they can focus on what matters most: growth.
- We use technology, including artificial intelligence (AI), to support parts of our hiring process.
Requirements
- You have a proven track record of driving product adoption, retention, and expansion within a B2B customer-base.
Nice to have
- You know how to leverage data.
- You prioritize your efforts based on insights-analyzing customer usage, engagement trends, and success metrics to focus on the highest-impact activities.
- You take a curious and problem-solving approach to customer challenges, always seeking to understand the 'why' behind every issue.
- You believe the customer comes first.
- You understand the market.
- Experience working with finance, accounting, or payments-related products is a plus.
- You understand the commercial side of customer success, aligning customer needs with business goals and identifying win-win opportunities for expansion.
- CPA, CA, CFA designation
Compensation
- Competitive compensation, equity options, and benefits
Company info
- At Float, we believe great customer success is about building meaningful partnerships and unlocking long-term value for our customers.
- Ensure customers stay on track with their year-one objectives, including spend targets and product adoption milestones.
- Ensure customers remain engaged and see ongoing value from Float by addressing potential churn indicators before they escalate.
- Educate and inspire customers to explore new ways to optimize their workflows with Float's evolving capabilities.
- Provide insight and strategic recommendations on how Float can best serve our customers, from social proof to feature enhancements.
- Help accelerate learning cycles by engaging customers who share our passion for simplifying corporate spending.
- You Put Customers First, Always. You care deeply about delivering meaningful value. Whether you're building internal systems or customer-facing features, you're always thinking about how to make life better for our users.
- You'll be a trusted partner, working closely with customers to drive strong adoption, mitigate risks, and unlock long-term growth opportunities.
- Build deep relationships with customers as they begin their Float journey, ensuring a smooth and successful onboarding experience.
- Support customers through any transitions, ensuring they continue to leverage Float's full capabilities.
- Collaborate on initiatives that impact Float's customers, from onboarding programs to strategic campaigns that drive engagement and growth.
- And we're looking for bold innovators to help shape the future of business finance in Canada.
This listing is sourced directly from Float's careers page and normalized into a canonical job model.