Technical Training Advisor

Croesus provides innovative, high-performance, and secure wealth management solutions that include portfolio management systems, portfolio rebalancing tools, and application programming interfaces (APIs). These solutions empower wealth management professionals to improve their productivity, enhance their client relationships, make informed decisions, and maximize the management of their assets under management.

Croesus’s mission is to provide a superior experience to its clients, users, partners, and employees and to positively impact the community. With more than 200 employees in its Montréal, Toronto, and Geneva offices, Croesus has won several industry awards for being a high-quality solution provider and an outstanding employer.

Are you passionate about empowering clients and maximizing the value they get from innovative technology? Croesus is seeking a dynamic and client-focused Technical Training Advisor to champion the design and delivery of exceptional training programs for our valued clients.

In this pivotal role, you will be the bridge between our complex products and our clients' success. You will ensure our customers don't just use our solutions, but fully understand, confidently adopt, and expertly maximize their investment. The ideal candidate blends captivating facilitation skills with a deep understanding of customer needs, transforming intricate technical information into clear, engaging, and highly practical learning journeys.

What You'll Be Doing:

• Design & Deliver High-Impact Training: Architect and lead engaging training sessions (virtual, on-site, and hybrid formats) that drive client proficiency and product adoption.
• Create World-Class Learning Resources: Develop cutting-edge, client-facing materials, comprehensive user guides, and dynamic digital resources that serve as ongoing support.
• Strategic Customization: Tailor training content and delivery to align perfectly with specific client profiles, business objectives, and implementation phases.
• Cross-Functional Partnership: Collaborate closely with Sales, Customer Success, and Product teams to ensure training strategies are seamlessly aligned with the client journey and market needs.
• Support Product Innovation: Drive successful product launches by developing and executing structured, impactful client education programs.
• Measure and Elevate: Evaluate the effectiveness of all training initiatives and actively solicit client feedback to continuously refine and elevate our programs.
• Contribute to Self-Service Excellence: Enhance our knowledge base and self-service learning tools, making expertise accessible to all.
• Be a Trusted Advisor: Act as a key resource and partner during client onboarding and system implementation phases, guiding them toward success.

You'll Report To: Director, Client Experience

What You'll Bring to Croesus:

• Experience That Counts: 5+ years of demonstrable experience in designing and delivering exceptional customer or product training, ideally within a B2B SaaS environment.
• Presentation Powerhouse: Outstanding presentation, public speaking, and facilitation skills that command attention and inspire learning.
• The Fintech Edge (an asset): Experience within the Fintech or broader SaaS industry is a significant advantage.
• Complex Made Simple: A proven ability to distill complex technical concepts into easily digestible, practical knowledge for diverse audiences.
• Executive Presence: Comfort and confidence in interacting and training customers at all levels, including senior executives and power users/administrators.
• E-Learning Expertise (an asset): Familiarity with LMS platforms or modern e-learning development tools.
• Communication Mastery: Essential bilingualism (French and English) to serve our diverse client base.
• A Strategic Trainer: Proven capability to develop advanced users and system administrators.

Join Croesus and help our clients master the future of wealth management technology!

Why join Croesus ?

• À la carte vacations
• Annual salary + Corporate profit-sharing plan
• Hybrid work (Laval & Montréal)
• Sports program
• Gym available at our Laval head office
• Telemedicine + group insurance (super useful for the family 😉 )
• Group RRSP
• Proximity to Montmorency & Mcgill metro
• Ongoing training and development plan
• Referral bonus
• Indoor and outdoor parking & electric car recharging
• Croesus boutique
• Beautifully renovated and spacious office
• Complimentary breakfast every morning
• 2X per month, Happy hours, prepared by our Croesus Life Partner

Are you interested in this challenge? Do you believe you have the qualities and expertise required for this position? Please complete your application today.

Although all applications are carefully analyzed, we will communicate only with those selected. Thank you for your interest in Croesus.