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, TouchBistro, 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.

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 4,000 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.

About the Implementation Specialist role

Float is seeking an Implementation Specialist to deliver exceptional onboarding experiences for our customers. As a key member of the implementation team, you will play a vital role in shaping our onboarding strategies and processes. Your responsibilities will include providing solutions and best practices, supporting ad hoc requests and sharing expertise through training sessions and webinars. The ideal candidate will excel in communication and relationship management, thriving in collaborative problem-solving with our customers.

As an Implementation Specialist at Float, you will:

• Lead customer onboardings. Manage all aspects of onboarding for an assigned set of customers, including configuration, testing enablement and change management, to ensure successful adoption and development of strong customer relationships. This includes managing communications with our internal stakeholders.
• Proactively manage multiple projects. Deliver on multiple projects simultaneously while ensuring that customer adoption goals are achieved across your assigned portfolio.
• Identify and mitigate risks. Proactively identify onboarding risks, communicate to internal stakeholders and collaborate on effective mitigation strategies.
• Develop best practices. Formulate and share best practices for accelerated onboarding through cross-functional collaboration and contributions to implementation playbooks.
• Provide product expertise. Support customers beyond your portfolio by responding to Customer Success tickets and requests in Zendesk.
• Drive automation and scalability. Identify and deliver on opportunities for automation, such as creating macros or templates, to improve efficiency and effectiveness.

Requirements

You'll be great in this role if:

• You have a track record of leading effective customer implementations. With 3-5 years of experience in a customer-facing role, you've successfully guided customers through onboarding, ensuring a smooth transition and driving long-term adoption.
• You're a proactive multi-tasker. You excel at independently managing multiple projects at different stages of completion and can effectively prioritize your day-to-day priorities.
• You're customer-obsessed. You have proven experience in a customer-facing role and are driven by a desire to support and ensure the success of customers.
• You love solving complex problems. You are resourceful and energized by helping each unique customer find solutions, especially when the answers aren't straightforward and you love troubleshooting technical issues.
• You excel at managing internal stakeholders. We simplify customer experience through communicating on behalf of our customers, this means that you will partner closely with cross-functional teams including Risk & Compliance, Account Executives and our Product team.
• You're a clear and empathetic communicator. This role requires strong written and verbal communication skills. You are quick to respond to emails and over video calls, and are able to summarize and document customer issues in a succinct and clear manner, plus you are an incredible cross-functional communicator collecting and sharing time-sensitive and important information with other teams internally.
• You're an owner. You aren't waiting for someone else to tell you what to do, you have excellent judgment, you get into the details (no task is too small), you work with a sense of urgency, always.

This role won't be a fit if:

• You aren't prepared to always provide exceptional customer experiences.
• You aren't super passionate about helping Float build the best corporate card and spend management platform in Canada.
• You need a playbook of answers for every problem.
• You love routine and having a predictable day-to-day schedule.
• You are uncomfortable with change or pivoting on the fly.
• You prefer a slow pace and aren't an “all in” person.
• You prefer working on tasks and projects one at a time versus juggling multiple tasks at once.

Don't meet every single requirement? If you're excited about this role, and you strongly align with our values but your past experience doesn't align perfectly, we encourage you to apply anyway. You may be the right candidate for this, or other future positions.

Benefits

...and Perks of working at Float:

• Competitive compensation & total rewards
• Flexible work hours and time off️ when you need to recharge
• Small team = lots of autonomy to make an impact
• Opportunity to work with and learn from a world-class team
• A personal Float card with a quarterly stipend to spend on what matters most to you
• A dog-friendly office
• Being able to say you helped build Canada's best modern financial institution