Implementation Specialist
Implementation Specialist
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Job Description
About Float
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 2024 and 2023 Float is customer-obsessed passionate and entrepreneurial with a team that includes leaders from Uber Shopify Top Hat TouchBistro and Ada.
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.
Our Product
Float is Canadas complete business finance platform combining modern financial services and software to help businesses spend save and grow. Trusted by 4000 Canadian companies Float provides high-limit corporate cards automated expense management next-day bill payments high-yield accounts and fast friendly supportall built in Canada for Canada. Float is backed by world-class venture and fintech investors including Growth Equity at Goldman Sachs Alternatives and OMERS Ventures partners behind our $70 million Series B raise.
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.
About the Implementation Specialist role
Float is seeking an Implementation Specialist to deliver exceptional onboarding experiences for our customers. As a key member of the Customer Experience team youll be responsible for managing all aspects of implementationfrom initial handoff through technical onboarding and early product adoption. Youll help shape our onboarding strategy improve how we scale implementation and work cross-functionally to ensure customers are set up for long-term success.
This isnt a plug-and-play environmentwere actively building and refining the implementation function. If youre someone who thrives in fast-paced high-ownership roles where no two days look the same this might be the place for you.
What Youll Be Responsible For:
Own a crucial part of the sales cycle: This team and role owns the most pivotal stage of the customer journey - where value is either realized or lost. That means were not just setting customers up; were driving urgency overcoming objections and guiding decision-makers toward meaningful outcomes. This is a revenue role and it requires the mindset and skill set to sell and manage a book of business like a well oiled pipeline.
Lead customer onboardings: Manage onboarding for a portfolio of customers (up to 100) including product configuration KYB/KYC validation bank/account integrations testing enablement and change management. Youll ensure customers see value quickly and confidently say yes to using Float.
Ensure early success: Drive early product adoption within the customers first 120 days by understanding their goals and recommending tailored solutions. Youll act as a consultative partner who can connect features to outcomes and help customers realize the value of Float right away.
Proactively manage multiple implementations: Prioritize and deliver multiple projects simultaneously ensuring timely onboarding and strong communication across stakeholders. Youll keep things movingeven when details are in fluxand bring urgency and structure to a fast-moving pipeline.
Act as a product expert: Guide customers through best practices user training and product workflows tailored to their needsespecially for larger and more technical setups.
Solve problems creatively: When things dont go to plan (and sometimes they wont) youll use your resourcefulness to find a way forward. You love figuring things out whether its a technical quirk a tricky stakeholder or an internal bottleneck.
Own customer communications: Keep CRM and internal tools up to date coordinate across Sales Risk CS and Product and act as a clear and empathetic point of contact throughout onboarding.
Support beyond your portfolio: Pitch in on Zendesk tickets and cross-functional initiatives especially when a customer outside your book needs product expertise or onboarding support.
Drive internal improvements: Help build implementation playbooks automation templates and onboarding processes that make our team more effective and scalable. Youll help us get better faster.
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 living our values you
Have 35 years of experience in implementation onboarding solutions or customer success at a SaaS or fintech company
Have strong technical aptitudecomfortable with integrations banking workflows APIs and troubleshooting with customers
Love working with customers and solving complex onboarding challenges
Thrive in a fast-moving ambiguous environment with lots of responsibility
Communicate clearly concisely and with empathyboth in writing and on video calls
Can manage a busy book of business with confidence tracking onboarding stages and proactively engaging customers
Understand the power of value-based onboarding and can tie product features to business outcomes
Take initiative think like an owner and are energized by building
This may not be the role for you if:
You need a playbook of answers before taking action
You prefer routine over dynamic fast-paced environments
You find change uncomfortable or avoid owning ambiguous problems
Youre not excited to build Float into Canadas best finance platform
You dont love juggling multiple priorities at once
Why You Should Join
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 and Wednesday
Bring your pup to our dog-friendly office
Thrive in a high-trust high-performance culture where your work truly matters
In Short
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:
Unclear Seniority
Employment Type
Full-Time
