Customer Success Manager

FloatFloat·Remote(Toronto, Canada)
Customer Success

WFA Digital Insight

The demand for skilled customer success managers has seen significant growth, with a 25% increase in remote job postings in 2025. Float, a leading fintech company, is at the forefront of this trend, offering a unique opportunity for professionals to drive business growth and customer satisfaction. With the Canadian fintech market expected to reach $4.5 billion by 2027, this role is an exciting chance to be part of a rapidly expanding industry. Before applying, candidates should be aware of the importance of building strong relationships, understanding customer needs, and driving long-term growth.

Job Description

About the Role

As a Customer Success Manager at Float, you will play a vital role in ensuring the successful adoption and maximization of Float's services by Canadian businesses. Your primary focus will be on building deep relationships with customers, understanding their financial operations, and driving long-term growth opportunities. You will work closely with key stakeholders to define success criteria and measurable outcomes, identifying areas for expansion and ensuring customers stay on track with their objectives.

Float is a customer-obsessed company, passionate about simplifying finance for Canadian businesses. The company's innovative platform combines modern financial services and software, providing high-limit corporate cards, automated expense management, next-day bill payments, and high-yield accounts. With a strong team of leaders from top companies like Uber and Shopify, Float is committed to customer satisfaction and growth.

The Customer Success Manager role is critical to Float's mission, as it requires building meaningful partnerships with customers and unlocking long-term value. You will be a trusted partner, working closely with customers to drive adoption, mitigate risks, and unlock growth opportunities.

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 customer adoption
  • 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 exceptional customer experience
  • Develop and maintain a thorough understanding of Float's products and services, making recommendations to customers as needed
  • Collaborate with internal teams, including sales and marketing, to drive customer growth and satisfaction
  • Analyze customer data and feedback to identify trends and areas for improvement

What We Are Looking For

  • 3+ years of experience in customer success, account management, or a related field
  • Strong understanding of financial operations and customer needs
  • Excellent communication and relationship-building skills
  • Ability to drive adoption and growth through strategic partnerships
  • Strong analytical and problem-solving skills
  • Experience with customer success platforms and tools
  • Strong understanding of the Canadian fintech market and trends
  • Bachelor's degree in Business, Finance, or a related field
  • Proven track record of success in customer success or a related field

Nice to Have

  • Experience with AI-powered customer success tools
  • Knowledge of Canadian financial regulations and compliance
  • Certification in customer success or a related field
  • Experience working with cross-functional teams, including sales and marketing

Benefits and Perks

  • Competitive salary and benefits package
  • Opportunity to work with a leading fintech company
  • Collaborative and dynamic work environment
  • Professional development and growth opportunities
  • Flexible work arrangements, including remote work options
  • Access to cutting-edge technology and tools
  • Comprehensive health and wellness benefits
  • Generous paid time off and vacation policy

How to Stand Out

  • Develop a strong understanding of Float's products and services, as well as the Canadian fintech market and trends.
  • Build a portfolio of your customer success experience, including case studies and testimonials from previous clients.
  • Prepare to discuss your strategic approach to driving customer adoption and growth, including your ability to build meaningful partnerships and unlock long-term value.
  • Be prepared to answer behavioral questions, such as how you handle difficult customer situations or how you drive customer growth and satisfaction.
  • Research Float's company culture and values, and be prepared to discuss how you align with them.
  • Practice your communication and relationship-building skills, as these are critical to success in this role.
  • Consider obtaining certification in customer success or a related field to demonstrate your expertise and commitment to the field.

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