About Float

Float is one of Canada’s fastest growing companies and Top Startups. We’re the one-stop platform for our customers – Canadian businesses – to conduct and control their corporate spending. We serve thousands of customers nationwide, across the entire spectrum of industries in our economy. In an uncertain economic environment, our approach is truly resonating.

Float’s team is customer-obsessed, passionate, vibrant, and entrepreneurial, and includes talented team members from Ada, Amazon, Google, Shopify, StackAdapt, Uber, and many other incredible tech companies.

Our product

Float’s vision is to build a world class financial platform that powers Canadian businesses with fully integrated payment, software and financial solutions that save them time and money. We’re making finance more accessible and saving companies and their teams time and money, while disrupting the multi-trillion dollar global B2B finance industry. Backed by some of the best venture capital investors in the world, including Tiger Global, Golden Ventures, and Susa Ventures, we’re looking for pioneers to help us achieve our vision.

About the Operations Associate, Risk 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!

As an Ops Associate, you’ll be responsible for:

• Customer Onboarding – Executing all aspects of our initial customer onboarding while maintaining swift service level agreements (SLA’s). 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 Float’s services.
• Mitigate Float’s Internal Risk: Collaborating with other Float teams, such as Revenue, Customer Support, and the wider Risk team to ensure Float’s 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.