Teams at Float

Lead Customer Success operations to scale post-sales workflows: design onboarding-to-expansion journeys, build CS operating systems and tooling, develop health scoring and forecasting, create account planning and risk programs, automate workflows, and deliver dashboards and insights that improve retention, expansion, and operational efficiency.

Build and scale production AI agents that automate financial workflows. Responsibilities include developing the shared agent harness, context and tool management, evaluation, monitoring, observability, permissions, approvals, audit trails, and customer-facing interfaces. The role partners with product teams, ensures agents act safely with financial data and transactions, tracks advances in models and inference, and establishes technical patterns and quality standards across the agent platform.

Own Float’s brand and out-of-home media strategy, including integrated campaigns, sponsorships, cultural moments, vendor management, budgeting, and performance measurement. The role sets creative standards, briefs agencies and creators, coordinates with performance marketing and sales, and evaluates brand health, campaign results, and sponsorship ROI. Practical AI use is expected to accelerate planning, briefing, and reporting.