Customer Success Manager, Float
Corporate cards and smart spend management software
Posted today
Corporate cards and smart spend management software
101-200 employees
Posted today
101-200 employees
Company mission
To simplify spending so companies and teams can focus on growing their business.
Role
Who you are
- You’ve got the experience. To be successful in this role, we’re looking for a Customer Success Manager with 3+ years of experience managing a book of 50+ customers simultaneously
- You have a proven track record of driving product adoption, retention, and expansion within a B2B customer-base
- You know how to leverage data. You prioritize your efforts based on insights—analyzing customer usage, engagement trends, and success metrics to focus on the highest-impact activities
- You’re comfortable with using technology to forecast risk, drive adoption, and measure success
- You’re eager to continue learning. You take a curious and problem-solving approach to customer challenges, always seeking to understand the ‘why’ behind every issue
- You’re resourceful, adaptable, and energized by finding creative solutions that drive customer success
- You believe the customer comes first. You’re a strong advocate for your customers and bring their voice into internal conversations to enhance their experience
- You actively contribute to internal initiatives, such as playbook development, process improvements, or customer advocacy programs, to scale impact beyond your own book of business
- You understand the market. Experience working with finance, accounting, or payments-related products is a plus
- You understand the commercial side of customer success, aligning customer needs with business goals and identifying win-win opportunities for expansion
What the job involves
- As a Customer Success Manager, you’ll play a critical role in ensuring our customers successfully adopt and maximize the value of Float from the moment they onboard and throughout their journey
- You’ll be a trusted partner, working closely with customers to drive strong adoption, mitigate risks, and unlock long-term growth opportunities
- 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 any barriers to adoption are addressed early
- Identify risks across your book of business and develop proactive mitigation plans in partnership with cross-functional teams
- Ensure customers remain engaged and see ongoing value from Float by addressing potential churn indicators before they escalate
- Support customers through any transitions, ensuring they continue to leverage Float’s full capabilities
- Drive customer adoption of Float’s full suite of features, ensuring teams maximize the value of corporate and employee spend management
- Advocate for customer participation in Float’s Early Adopter Programs, gathering insights to shape future product iterations
- Educate and inspire customers to explore new ways to optimize their workflows with Float’s evolving capabilities
- Identify opportunities for growth across your aligned Book of Business
- Provide insight and strategic recommendations on how Float can best serve our customers, from social proof to feature enhancements
- Partner with internal teams to leverage customer feedback for product development and operational improvements
- Help accelerate learning cycles by engaging customers who share our passion for simplifying corporate spending
- Collaborate on initiatives that impact Float’s customers, from onboarding programs to strategic campaigns that drive engagement and growth
- Support the development and execution of scalable processes that enhance the customer experience at every stage of their journey
Our take
Traditional finance and internal expense processes are inefficient for companies. Spending on personal credit cards and filing receipts for reimbursement is a convoluted and complicated business practise. There needs to be a digital alternative to the historically laborious process of managing employee expenses.
Float is a fintech solution, built to simplify the inefficient internal expense processes. Rather than following the traditional method of spending on personal/corporate cards, filing expenses, and waiting for reimbursement - Float works by utilising technology that enables managers to allocate funds and approve expenses before purchases are made. The company also supports companies operating with remote workforces.
As the business world moves to become more international, companies will look to make their business spending as simple as possible. Float aims to develop its technology and cater to the challenge of company spending. It's $50 million C in credit financing will go some way to achieving its aims, all whilst expanding its business significantly.
Steph
Company Specialist at Welcome to the Jungle
Insights
55% employee growth in 12 months
Company
Funding (last 2 of 4 rounds)
Jan 2025
$49.3m
SERIES B
Nov 2021
$26.1m
SERIES A
Total funding: $80.8m
Company benefits
- Competitive coverage of medical, dental and vision insurance for employees
- Education & learning stipend for personal growth and development
- Flexible vacation time
- Work from home stipend to help you succeed in a remote environment
Company values
- Business spending made simple - Building a business is hard enough. We're pairing innovative financial solutions with intuitive software to empower companies and teams. We started by eliminating the time-consuming and mindless tasks associated with corporate spending and we're not stopping until all business spending is as it should be—simple
- Ready. Set. Grow - We know that with the right tools, companies and teams can focus on growing their business, not tracking expense reports, chasing receipts, or waiting for personal reimbursements
- Built with the best - We've devoted thousands of hours working directly with finance leaders, managers, and employees to build the best spending experience. Our team and investors bring experience from leading software companies including Uber, Shopify, Robinhood, and Clearco
Company HQ
Fashion District, Toronto, ON
Articles
Leadership
Rob Khazzam
(Co-founder & CEO)Previously worked at Uber for 5 years in international expansion and General Management in Eastern Europe and Canada. Prior to this they worked at a market private equity fund in Toronto.
Griffin Keglevich
(Co-founder)Previous Chief Engineer at Float, responsible for shipping and payments, previously worked in software engineering at KPMG and Shopify.
Ruslan Nikolaev
(Co-founder)Previous experience at WATonomous and then Uber as a Perception Engineer and at Shopify as a Data Scientist.
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