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Float, Canada's intelligent financial operating system, is seeking a Bilingual Operations Associate to join the Approvals function of the Compliance & Risk team. This role is central to Float's customer onboarding and risk management processes, managing initial customer communications and documentation collection to determine compliance eligibility.
Key Responsibilities:
Customer Onboarding: Execute all aspects of initial customer onboarding while maintaining service level agreements (SLAs). Own onboarding materials including user guides, videos, and product tutorials, ensuring each customer receives an efficient and successful experience.
Stakeholder Management: Work with prospective customers to acquire necessary information and documentation for onboarding and compliance verification. Communicate with external banking partners to support risk management efforts.
KYB/KYC Compliance: Process prospective customers' Know Your Business (KYB) and Know Your Customer (KYC) applications to ensure compliance with Float's services and regulatory requirements.
Risk Mitigation: Collaborate with Revenue, Customer Support, and the wider Risk team to ensure Float's compliance with industry regulations and service standards.
Data & Reporting: Track and analyze core metrics related to the customer approvals function to drive data-informed process improvements.
Special Projects: Support company mission-critical initiatives as needed.
Float is one of Canada's fastest-growing fintech companies, backed by Inovia Capital, Goldman Sachs Growth Equity, OMERS Ventures, and Silicon Valley Bank. The company recently closed an $85 million Series C and serves over 10,000 Canadian businesses through its platform offering corporate cards, expense management, bill payments, and high-yield accounts.
The team includes leaders from Uber, Stripe, Shopify, Snowflake, and Wealthsimple. Float operates with a decentralized decision-making culture where all team members are treated as owners. The Toronto office is hybrid with in-office days for collaboration, dog-friendly, and offers catered team lunches Tuesday–Thursday.
Requirements:
- Minimum one year of experience in an operations or customer-facing role in financial services
- Previous knowledge of and/or experience with KYB and KYC processes (highly preferred)
- Exceptional attention to detail; thorough and accurate work
- Strong customer-obsessed mindset with ability to build trust and credibility
- Quick learner with growth mindset and ability to learn on the fly
- Critical thinking skills; ability to identify process improvements
- Comfortable managing large queues of conflicting priorities and last-minute projects
- Strong written communication skills across email, chat, and documentation
- Collaborative team player who seeks and provides feedback
- Bilingual capability (as indicated in title)
Nice-to-have: Experience with Zendesk, Retool, Persona, Trulioo, or Slack (training provided if needed). Exposure to B2B SaaS and early to mid-stage startup environments is an asset.
