Customer Success Manager (Calgary)
WFA Digital Insight
As demand for digital financial solutions grows, companies like Float are leading the charge. With a 34% increase in fintech adoption in 2025, the need for skilled customer success managers has never been higher. Float stands out for its innovative approach to business finance, and this role offers a unique opportunity to drive real growth. Candidates should be prepared to leverage their digital skills and customer success expertise to thrive in this fast-paced environment.
Job Description
About the Role
The Customer Success Manager position at Float is a critical component of the company's mission to simplify finance for Canadian businesses. As a trusted partner, you will work closely with customers to drive strong adoption, mitigate risks, and unlock long-term growth opportunities. Your day-to-day responsibilities will include building deep relationships with customers, defining success criteria, and identifying expansion opportunities. You will be part of a collaborative and mission-driven team that values feedback and decentralized decision-making.Float's innovative platform enables businesses to streamline financial operations and optimize cash flow, focusing on growth rather than complexity. As one of Canada's fastest-growing companies, Float has received recognition for its top-rated startup status and has been backed by world-class venture and fintech investors.
The Customer Success Manager role will involve working with key stakeholders to ensure a smooth onboarding experience and driving continued engagement, training, and advocacy within customer organizations.
What You Will Do
- 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 an excellent customer experience.
- Collaborate with cross-functional teams to drive product adoption and customer growth.
- Develop and maintain a deep understanding of Float's products and services.
- Stay up-to-date on industry trends and emerging technologies in financial services.
What We Are Looking For
- 3+ years of experience in customer success, account management, or a related field.
- Proven track record of driving customer adoption and growth.
- Strong understanding of financial operations and cash flow management.
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced, dynamic environment.
- Strong problem-solving and analytical skills.
- Experience with digital financial platforms or software.
- Bachelor's degree in Business, Finance, or a related field.
Nice to Have
- Experience with AI-powered financial tools or services.
- Knowledge of Canadian financial regulations and compliance.
- Certification in customer success or a related field.
Benefits and Perks
- Competitive salary and benefits package.
- Opportunity to work with a fast-growing, innovative company.
- Collaborative and dynamic work environment.
- Professional development and growth opportunities.
- Access to cutting-edge technology and tools.
- Flexible remote work arrangements.
- Comprehensive health and wellness benefits.
How to Stand Out
- Tailor your resume to highlight customer success experience and skills, particularly in the financial services industry.
- Prepare to discuss specific examples of driving customer adoption and growth in your previous roles.
- Familiarize yourself with Float's products and services, as well as industry trends in financial technology.
- Be ready to demonstrate your ability to work in a fast-paced, dynamic environment and adapt to changing customer needs.
- Show enthusiasm for Float's mission and values, and explain how your skills and experience align with the company's goals.
- Use the interview to ask insightful questions about the company culture, team, and opportunities for growth and development.
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