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About the Role
Float is seeking an Operations Associate for the Approvals function within the Compliance & Risk team. This role is crucial for managing customer onboarding, collecting necessary documentation for compliance, and acting as a key decision-maker in approving new customers. The ideal candidate is detail-oriented, a quick learner, and enjoys solving complex problems in a fast-paced environment.
Responsibilities
- Execute all aspects of customer onboarding while maintaining swift service level agreements (SLAs).
- Train customers and manage onboarding materials such as user guides, videos, and product tutorials.
- Ensure an efficient and successful onboarding process for each customer.
- Acquire necessary information and documentation from prospective customers for onboarding and compliance verification.
- Communicate with external banking partners for risk management.
- Process prospective customers’ KYB + KYC applications to ensure compliance with Float’s services.
- Collaborate with Revenue, Customer Support, and the wider Risk team to ensure Float’s compliance with industry regulations and service standards.
- Track and analyze core metrics related to customer approvals to drive data-driven process improvements.
- Undertake special projects as required to support the company mission.
Requirements
- At least one year of experience in an operations or customer-facing role within the financial services industry.
- Spectacular attention to detail, thoroughness, and accuracy.
- Customer-obsessed with a belief in doing the right thing for customers.
- Ability to advocate for customers, actively listen, and understand their needs.
- Build credibility and trust with customers through responsiveness.
- Quick learner with a growth mindset, embracing opportunities to learn and grow.
- Critical thinker able to use all available information to make decisions and identify process improvements.
- Comfortable managing large queues of conflicting priorities and excelling at prioritization.
- Adaptable to last-minute projects or incidents.
- Strong written communication skills for email, chat, and internal documentation.
- Exceptional teammate who collaborates with colleagues to brainstorm and solve challenges.
- Proactively seek and provide direct feedback.
- 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.
- Experience with internal tooling (Zendesk, Retool, Persona, Trulioo, and Slack) is a nice-to-have.
Skills
- Operations
- Customer-facing roles
- Financial services
- KYB/KYC
- B2B SaaS
- Startup environment
- Attention to detail
- Customer service
- Problem-solving
- Critical thinking
- Prioritization
- Communication (written)
- Teamwork
- Feedback
- Zendesk
- Retool
- Persona
- Trulioo
- Slack
Location
- Toronto
Work Type
- Hybrid
Experience Level
- At least one year of experience
Benefits
- Competitive compensation
- Equity options
- Catered team lunches (Tuesday, Wednesday, Thursday)
- Dog-friendly office
About the Company
- Float is on a mission to simplify finance for Canadian businesses, empowering them to eliminate complexity and unlock new opportunities.
- Float enables businesses to streamline financial operations and optimize cash flow.
- Float is one of Canada’s fastest growing companies and top-rated startups in 2025, 2024 and 2023.
- Float is customer-obsessed, passionate and entrepreneurial.
- Float’s team includes leaders from Uber, Stripe, Shopify, Top Hat, Ada, Doordash, Snowflake, and Wealthsimple.
- Float is Canada’s intelligent financial operating system, combining modern financial services and software.
- Float provides high-limit corporate cards, automated expense management, next-day bill payments, high-yield accounts, and industry-leading support.
- Float recently announced its $85 million Series C, backed by investors including Inovia Capital, Growth Equity at Goldman Sachs Alternatives, OMERS Ventures, and Silicon Valley Bank.
- Float’s team is ambitious, collaborative, and mission-driven.
- Float is committed to building a workplace that’s welcoming and accessible for everyone.
Equal Opportunity
- 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 (victoria@floatfinancial.com), and we’ll work with you to make sure you have what you need to succeed.