Bilingual Operations Associate, Risk

This posting reflects a current actively recruited opening at Float. All applications are being reviewed on a rolling basis.

Float is on a mission to simplify finance for Canadian businesses empowering them to eliminate complexity and unlock new opportunities. Through our innovative platform Float enables businesses to streamline financial operations and optimize cash flow so they can focus on what matters most: growth.

As one of Canadas fastest growing companies and top-rated startups in 2025 2024 and 2023 Float is customer-obsessed passionate and entrepreneurial with a team that includes leaders from Uber Stripe Shopify Top Hat Ada Doordash Snowflake and Wealthsimple.

At Float everyone is an owner bringing their unique perspective to our team and product. Your voice is important and we take having a culture based on feedback seriously. We openly share our thoughts and differing opinions so we can continue to improve. We do our best to keep our decision-making decentralized so that all team members feel ownership in our success.

Float is Canadas intelligent financial operating system combining modern financial services and software to help businesses spend save and grow. Trusted by more than 10000 Canadian companies Float provides high-limit corporate cards automated expense management next-day bill payments high-yield accounts and industry-leading support all built in Canada for Canada. Float recently announced our $85 million Series C and is backed by world-class investors including Inovia Capital Growth Equity at Goldman Sachs Alternatives OMERS Ventures and Silicon Valley Bank.

Our team is a collection of ambitious collaborative and mission-driven people from all walks of life but with one goal: helping Canadian companies not just survive but thrive. And were looking for bold innovators to help shape the future of business finance in Canada.

We use technology including artificial intelligence (AI) to support parts of our hiring process. This may include AI-assisted scheduling and candidate communications and AI-generated interview notes guides or summaries to help our team focus on the conversation. All hiring decisions are made by our hiring team.

About the Role

Float is looking for an outstanding Operations Associate to join the Approvals function of our Compliance & Risk team! This is an exciting opportunity to be an integral part of our customer journey in a non-traditional fast-paced environment. This role manages initial communication with customers and collects all required documentation to determine their compliance. You will act as one of the final decision-makers in approving new Float customers onto our platform. If you are super detail-oriented can learn new things quickly and enjoy solving complex problems this could be the role for you!

What Youll Be Responsible For

• Customer Onboarding Executing all aspects of our initial customer onboarding while maintaining swift service level agreements (SLAs). This includes training documentation and owning onboarding materials such as user guides videos and product tutorials. You will ensure that each customer is provided with an efficient and successful onboarding process.

  • Stakeholder Management Working with our prospective customers to acquire the information and documentation necessary for onboarding and compliance verification as well as communicating with external banking partners for further risk management.

  • KYB/KYC Compliance Processing prospective customers KYB KYC applications to ensure they are compliant with Floats services.

• Mitigate Floats Internal Risk Collaborate with other Float teams such as Revenue Customer Support and the wider Risk team to ensure Floats own compliance with industry regulations and service standards.

• Data and Reporting Track and analyze core metrics related to the customer approvals function to empower data-driven process developments and improvements.

• Special Projects & more As required to help work towards our company mission.

About You

Heres what sets you up for success at Float:

• You Put Customers First Always. You care deeply about delivering meaningful value. Whether youre building internal systems or customer-facing features youre always thinking about how to make life better for our users.

• You Act Like an Owner. You take responsibility for outcomes step up to challenges and seek solutions proactivelydoing whats best for the business not just your role.

• You Think Big and Move Fast. Youre energized by building from 0 to 1. Youre not afraid to challenge the status quo experiment quickly and learn as you go.

• You Constantly Learn and Grow. Youre hungry to improve your craft and open to feedback. You bring a growth mindset to everything you do.

• You Raise the Bar. You care about doing things well and efficiently. You balance speed with rigor and always look for ways to improve how we work.

• You Win as a Team. Youre a generous collaborator who values communication context and shared wins. You lift others up and help make the team stronger.

In addition to our values

• Youve got the experience. Were looking for at least one year of experience in an operations or customer-facing role in the financial services industry. Previous knowledge of and/or experience with KYB KYC is highly preferred. Exposure to B2B SaaS and/or an early to mid-stage startup environment will be an asset.

• You have spectacular attention to detail. You take pride in being thorough and accurate. Youre a stickler for detail and rarely miss important information required to complete a task.

• Youre customer-obsessed. You believe in doing the right thing for customers. Youll advocate endlessly for them you actively listen and have a natural curiosity to understand their needs. You love building credibility and trust with our customers by being super responsive and doing your best to make each and every interaction a 10/10 or above. Customer interactions arent just your job theyre something you truly enjoy.

• Youre a quick study and can learn on the fly. You have a growth mindset and relish in the fact that everyday there is an opportunity to learn something new and become an expert in. You stay curious want to make mistakes and grow from failure.

• Youre a critical thinker. You are able to use all information at your disposal to decide what to do next. You look for things outside the box and know there are opportunities to improve every process. You consistently go the extra mile to gather information and connect the dots.

• Youre an owner. You are comfortable managing large queues of conflicting priorities. You excel at prioritizing your top to-dos and sticking to them. At the same time youre comfortable with last-minute projects or incidents and can go with the flow.

• Youre a strong communicator. You love all forms of written communication. Whether its through email a chat or internal documentation you always find the best way to engage with people. You err on the side of over communicating to ensure everyones up to speed on the most important information.

• Youre an exceptional teammate. You love working with colleagues to brainstorm share insights and solve team-wide challenges. You set a high bar for yourself and others. You proactively seek out direct feedback and are comfortable providing it as well.

• Nice-to-have: Experience with our internal tooling (Zendesk Retool Persona Trulioo and Slack). We will train you on all of the above if you have not worked with them before!

This may not be the role for you if:

• You do not have a strong work ethic

• You are not a self-starter and do not like to work independently

• You are not organized and efficient

• You arent extremely detailed oriented

• You dont like regular feedback on your work

• You arent a problem solver

• You dont love working asynchronously

• You do not thrive in a team environment

• You arent customer obsessed

We hire for character curiosity and learning velocity before credentials. Titles matter less than impact and every hire is expected to raise the bar for Float as a whole.

• Work at one of Canadas fastest-growing fintech companies

• Make a real impact in a high-autonomy high-growth role

• Collaborate with an ambitious and supportive team

• Competitive compensation equity options and benefits

• Hybrid work model we are based in Toronto with in-office days for connection and collaboration

• Enjoy catered team lunches every Tuesday Wednesday and Thursday

• Bring your pup to our dog-friendly office

• Thrive in a high-trust high-performance culture where your work truly matters

At Float youll thrive if youre bold curious and eager to make a real impact. Were building something specialand having a lot of fun along the way. If youre excited to build grow and win together wed love to meet you.

Were committed to building a workplace thats welcoming and accessible for everyone. If you need any accommodations during the hiring process or once you join Float just let us know! You can reach out to Vic () and well work with you to make sure you have what you need to succeed.

Required Experience:

IC