Implementation Specialist

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 Canada’s 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.

Float is Canada's complete business finance platform, combining modern financial services and software to help businesses spend, save, and grow. Trusted by 4,000 Canadian companies, Float provides high-limit corporate cards, automated expense management, next-day bill payments, high-yield accounts and fast, friendly support—all 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 we’re looking for bold innovators to help shape the future of business finance in Canada.

Float is seeking an Implementation Specialist to deliver exceptional onboarding experiences for our customers. As a key member of the Customer Experience team, you’ll be responsible for managing all aspects of implementation—from initial handoff through technical onboarding and early product adoption. You’ll 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 isn’t a plug-and-play environment—we’re actively building and refining the implementation function. If you’re someone who thrives in fast-paced, high-ownership roles where no two days look the same, this might be the place for you.

• 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 we’re not just setting customers up; we’re 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. You’ll ensure customers see value quickly and confidently say “yes” to using Float.

• Ensure early success: Drive early product adoption within the customer’s first 120 days by understanding their goals and recommending tailored solutions. You’ll 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. You’ll keep things moving—even when details are in flux—and 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 needs—especially for larger and more technical setups.

• Solve problems creatively: When things don’t go to plan (and sometimes they won’t), you’ll use your resourcefulness to find a way forward. You love figuring things out, whether it's 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. You’ll help us get better, faster.

• You Put Customers First, Always. You care deeply about delivering meaningful value. Whether you're building internal systems or customer-facing features, you're 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 proactively—doing what’s best for the business, not just your role.

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

• You Constantly Learn and Grow. You’re 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. You’re a generous collaborator who values communication, context, and shared wins. You lift others up and help make the team stronger.

• Have 3–5 years of experience in implementation, onboarding, solutions, or customer success at a SaaS or fintech company

• Have strong technical aptitude—comfortable 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 empathy—both 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

• 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

• You’re not excited to build Float into Canada’s best finance platform

• You don’t love juggling multiple priorities at once

• Work at one of Canada's 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

At Float, you’ll thrive if you’re bold, curious, and eager to make a real impact. We're building something special—and having a lot of fun along the way. If you’re excited to build, grow, and win together, we’d love to meet you.

We’re committed to building a workplace that’s 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 ([email protected]), and we’ll work with you to make sure you have what you need to succeed.