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.

• 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.

• 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 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.

• 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.

• 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.

• 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 improvement…