Founded in 1987, Croesus is a FinTech offering cutting-edge, easy to use, and highly secure wealth management solutions. With over 180 employees in Montréal and Toronto, the Canadian leader draws on expertise and know-how to provide products and services tailored to the needs of the financial services industry. Its portfolio management solutions and application programming interfaces (APIs) maximize performance, and its data analytics tool allows financial services professionals to make informed decisions. Through the years, Croesus has won several awards as a high-quality product vendor, as well as an employer of choice. In 2019, Croesus acquired softTarget, a company specializing in portfolio rebalancing, whose flagship software iBalance is being integrated with its sophisticated solutions offering.

– Croesus earned a spot among the 100 Most Innovative WealthTechs in the World in the annual Wealthtech100 competition organized by Fintech Global. For more than 30 years, FinTech has offered a full range of tools to investment professionals.

“Through its forward-thinking initiatives, its customer-centric approach and its deep expertise in the industry, Croesus has shown it has what it takes to be a global leader. One of our strengths which sets us apart from the rest of the industry is the incredible contribution and motivation of all of our teams. », stated Sylvain Simpson, president of Croesus.

The Client Relationship Manager is responsible for building and maintaining long-term relationships with clients by supporting and selling Croesus solutions.

Main responsibilities

Manage strategic client activities and relationships:

• Act as the primary contact for all client-related activities;
• Know and sell Croesus’s industry leading solutions and services;
• Expand (cross-sell/up-sell) and retain revenue streams with existing clients;
• Collaborate with the internal Croesus teams to evaluate new client opportunities;
• Prepare, present, and negotiate business proposals;
• Facilitate contract fulfillment and renewals;
• Evaluate client satisfaction levels and actively collaborate with Croesus departments to ensure and improve overall satisfaction levels;
• Maintain knowledge of industry trends, competitive technology/solutions and potential new product and solution opportunities for Croesus;
• Suggest and participate in promotional activities, conferences, customer- or industry-related events, and user group sessions;
• Development and execution of strategic sales plans.

Immediate supervisor

Vice President, Business Development and Strategic Partnerships

Communications

Internal: Sales team, professional services, client service center, project managers, and business analysts.

External: Clients

Education and experience

• University degree in a relevant field;
• Minimum of ten years of experience in or supporting the Wealth and Asset Management Industry;
• Minimum of five years of experience in customer relationship management.

Skills

• Self-starter with an entrepreneurial attitude that is focused on success;
• Ability to collaborate with internal teams to deliver client solutions;
• Strong sales and negotiation skills;
• Excellent oral and written communication skills;
• Bilingualism an asset (English and French);

** Willingness to travel.

Offer to all our dear Croesussians !

• New Croesus office layout
• Teleworking policy: 100% of your choice (head office_Laval / office in Toronto
• Goodies from CROESUS Boutique
• CROESUS Gym
• Among Montreal's Top Employers 2021,named one of Canada's Top Small and Medium Employers in the Canada’s Top Small & Medium Employers competition organized by Mediacorp Canada Inc.

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.