Manager, Customer Activation
WFA Digital Insight
As demand for digital finance specialists continues to grow, companies like Float are at the forefront of innovation. With over 7,500 Canadian companies trusting Float, this role is a unique opportunity to lead a team of Customer Activation Managers. The skills required for this position, including expertise in Excel and financial operations, are in high demand. According to recent trends, the need for such specialists has seen a significant increase, making this an exciting time to join a company that's shaping the future of business finance in Canada. Before applying, candidates should be aware of the company's emphasis on customer-centricity, entrepreneurial spirit, and the importance of feedback in their culture.
Job Description
About the Role
The Manager, Customer Activation role at Float is a critical position that involves leading a team of five Customer Activation Managers. This team is responsible for one of the most important handoffs in the business: the moment a deal closes and a new customer needs to get up and running. The successful candidate will work closely with Account Executives, Product, and Engineering teams to ensure the activation motion runs smoothly and that customers realize value fast. This is a hands-on role that requires the ability to get into the details of individual accounts while also driving the team's performance against key metrics.The role is based in Toronto, Canada, and the team operates from the office from Tuesdays to Thursdays. As a leader in this capacity, you will be instrumental in developing your team members, standardizing onboarding playbooks, and driving revenue growth through the team's efforts.
Float is a company that values feedback, entrepreneurship, and customer obsession. The team is comprised of ambitious, collaborative, and mission-driven individuals who are passionate about helping Canadian companies thrive. With Float's innovative platform, businesses can streamline financial operations and optimize cash flow, focusing on growth rather than getting bogged down in complexity.
What You Will Do
- Lead and develop a team of five Customer Activation Managers, focusing on their performance, growth, and day-to-day support.
- Own the team's results against realized TPV (total payment volume) and other revenue-tied activation metrics.
- Standardize onboarding playbooks and ensure consistency across the team's operations.
- Collaborate with Account Executives to ensure smooth handoffs and with Product and Engineering to address any product or technical issues that may arise during the activation process.
- Analyze customer data to identify trends, challenges, and opportunities for growth, using Excel and other tools to inform strategic decisions.
- Develop and manage the team's budget, forecasting revenue and expenses to ensure alignment with company goals.
- Foster a culture of feedback and continuous improvement within the team, ensuring that all voices are heard and valued.
- Stay up-to-date with industry trends and best practices in customer activation and financial operations, applying this knowledge to enhance the team's performance and customer satisfaction.
What We Are Looking For
- Proven experience in a leadership role, preferably in customer activation, customer success, or a related field.
- Strong expertise in Excel and financial operations, with the ability to analyze complex data sets and draw actionable insights.
- Excellent leadership and team management skills, with a focus on developing team members and driving their growth.
- Ability to work in a fast-paced, entrepreneurial environment, adapting to changing priorities and deadlines.
- Strong communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams.
- Experience with customer onboarding processes and the ability to standardize and improve these processes.
- Knowledge of financial services and products, particularly those related to corporate cards, expense management, and cash flow optimization.
Nice to Have
- Experience working with AI-assisted tools and technologies, particularly those used in customer activation and financial operations.
- Familiarity with Canadian financial regulations and compliance requirements.
- Certification in a related field, such as financial planning, accounting, or business administration.
Benefits and Perks
- Competitive compensation package, reflecting the importance of this role to Float's continued growth and success.
- Opportunity to work with a dynamic, entrepreneurial company that is shaping the future of business finance in Canada.
- Collaborative, feedback-driven culture that values individual contributions and growth.
- Comprehensive benefits package, including health insurance, retirement savings plans, and paid time off.
- Access to cutting-edge technologies and tools, supporting professional development and innovation.
How to Stand Out
- Ensure your resume and cover letter highlight leadership experience, particularly in customer activation or a related field.
- Develop a strong understanding of Float's products and services, demonstrating how your skills and experience align with the company's mission and goals.
- Prepare to discuss specific examples of how you've driven team performance and customer satisfaction in previous roles.
- Familiarize yourself with Excel and financial operations, as these skills are crucial for success in this position.
- Be ready to ask insightful questions about the company culture, team dynamics, and opportunities for growth and development.
- Consider reaching out to current or former Float employees to gain a deeper understanding of the company's values and work environment.
- Practice discussing your experience with data analysis and how you've used data to inform strategic decisions in previous roles.
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