Senior Customer Integration and Training Specialist

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.

The Senior Consultant, Training and Customer Adoption contributes to the skill development of Croesus clients throughout their journey, from initial implementation to continuous improvement.

Working in close collaboration with the documentation, delivery, and product teams, this individual is responsible for designing, structuring, and deploying learning paths and adoption strategies that enable users, administrators, and stakeholders to effectively master our technological solutions. They also contribute to the development of a scalable training offering by creating reusable content, digital learning paths, webinars, and resources that promote continuous learning.

The incumbent acts as an expert in customer learning, adoption, and change management. They contribute directly to organizational readiness, stakeholder engagement, and value creation during implementation, migration, and platform evolution projects.

Key Responsibilities

Support Customer Delivery Projects

• Participate in customer implementation, migration, and transformation projects.
• Assess training, adoption, and organizational readiness needs for various client segments.
• Develop training and enablement strategies tailored to each client's goals and context.
• Collaborate with the delivery team and account managers to integrate training and change management activities into delivery plans.

Guide Customer Change Management

• Conduct organizational and operational impact analyses related to deployments.
• Identify key stakeholders and contribute to mobilization and engagement strategies.
• Develop adoption plans that promote the sustainable and optimal use of solutions.
• Identify adoption risks and recommend mitigation strategies.
• Support managers, administrators, and business champions in their role as change agents.
• Contribute to communication activities related to user adoption and readiness.
• Participate in measuring customer organizational readiness and adoption levels.

Design and Structure Learning Programs

• Design learning paths tailored to different user profiles.
• Maximize and integrate, as needed, standardized reference content (guides, help articles, video capsules) produced by the documentation team into training paths.
• Contextualize and adapt the instructional approach based on specific business processes, workflows, and unique client needs.
• Design and facilitate advanced workshops for various client audiences.
• Contribute to the development of a reusable learning content library (video capsules, quick guides, webinars, case studies, digital learning paths, and other educational resources) to support ongoing customer skill development.

Facilitate Customer Training

• Deliver high-value virtual, hybrid, and in-person training sessions.
• Train end-users, administrators, and client-side trainers.
• Facilitate hands-on workshops, simulations, and knowledge transfer sessions.

Drive Solution Adoption

• Guide customers in the optimal use of products.
• Develop strategies aimed at accelerating business value realization.
• Collaborate on measuring engagement and feature utilization.
• Contribute to creating a positive customer experience throughout the delivery lifecycle.

Measure Training and Adoption Effectiveness

• Evaluate the outcomes of training activities.
• Gather feedback from participants and clients.
• Produce key indicators to measure training effectiveness, participant engagement, digital content utilization, and solution adoption.
• Recommend improvements to programs, learning tools, and enablement approaches.

The working language is French, all internal meetings (including interviews) at Croesus are conducted in French, so a strong proficiency in French is mandatory.

Required Skills & Qualifications

• Bachelor’s degree in a relevant field (Adult Education/Andragogy, Change Management, Technology, or equivalent).
• 5 years of experience in customer training, technology solution adoption, change management, or user enablement.
• Proven track record in a B2B environment.
• Experience in large-scale technology deployment, migration, or transformation projects.
• Experience developing digital content (video capsules, webinars, learning paths, or other digital resources).
• Excellent facilitation, workshop presentation, and public speaking skills.
• Strong skills in instructional design.
• Proven ability to simplify complex business and technological processes, strategically leveraging existing reference materials.
• Excellent understanding of change management principles and technology solution adoption.
• Ability to influence, mobilize, and advise executive-level stakeholders.
• Strong customer focus, empathy, and a results-driven business mindset.
• Highly collaborative with a strong sense of autonomy and professional rigor.
• Excellent written and verbal communication skills in both French and English.

Assets (Nice-to-Haves)

• Experience with an LMS (Learning Management System) platform.
• Experience hosting webinars.
• Experience in Train-the-Trainer (TTT) delivery.
• Experience in the SaaS, fintech, or financial services industries.
• Prosci, CCMP, or any other recognized change management certification.
  

Why join Croesus ?

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

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.