Bilingual Customer Success Manager – Quebec

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Float

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2019

💳 Fintech

☁️ SaaS

🤝 B2B

Fintech • SaaS • B2B

Float is a Canadian financial technology company that offers an all-in-one spend management platform for businesses. It provides high-limit corporate cards (virtual and physical), bill payments, reimbursements, business bank accounts with yield, foreign exchange, accounting automations, reporting and security features to help finance teams automate expenses, manage cashflow, and close books faster. Float targets modern Canadian companies and integrates with accounting software while partnering with regulated banks to hold deposits.

📋 Description

• Build deep customer relationships and ensure smooth, successful onboarding • Define success criteria and measurable outcomes for initial product adoption • Identify long-term expansion opportunities based on customers’ financial operations and future needs • Keep customers on track with year-one spend targets and product adoption milestones • Drive continued engagement, training, and advocacy after onboarding • Monitor customer health signals and usage patterns, addressing adoption barriers early • Identify risks across the book of business and develop proactive mitigation plans • Address churn indicators and support customer transitions • Drive adoption of Float’s corporate and employee spend-management features • Advocate for customer participation in Early Adopter Programs and gather product insights • Educate customers on optimizing workflows with Float’s evolving capabilities • Identify growth opportunities across the aligned book of business • Provide strategic recommendations and customer insights for product and operational improvements • Partner with internal teams to incorporate customer feedback into product development • Engage customers to accelerate learning cycles • Collaborate on onboarding programs and strategic engagement and growth campaigns • Develop and execute scalable processes that enhance the customer experience

🎯 Requirements

• Fluent in French and English, written and spoken • 3+ years of experience managing a book of 50+ customers simultaneously • Proven track record driving product adoption, retention, and expansion within a B2B customer base • Ability to analyze customer usage, engagement trends, and success metrics • Comfortable using technology to forecast risk, drive adoption, and measure success • Curious, resourceful, adaptable, and problem-solving approach to customer challenges • Strong customer advocacy and ability to contribute to playbooks, process improvements, and customer advocacy programs • Experience with finance, accounting, or payments-related products is a plus • CPA, CA, or CFA designation is nice to have • Ability to work independently and make decisions in ambiguous situations • Ability to collaborate cross-functionally

🏖️ Benefits

• Competitive compensation • Equity options • Benefits • Primarily work from home • Catered team lunches every Tuesday, Wednesday and Thursday • Dog-friendly office • High-autonomy, high-growth role • High-trust, high-performance culture • Accommodations during the hiring process or once you join Float