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.
Position:
We’re looking for a Director of Revenue Operations to serve as a strategic partner to the CRO, and take accountability for the delivery of the Croesus go-to-market strategy. The Director of Revenue Operations will own the systems, processes, and analytics that enable accelerated revenue growth and enhanced sales performance, and will drive alignment across functions including Sales, Marketing, Partnerships, Product Management, Finance, and Operations.
Main Responsibilities
- Strategic Go-To-Market (GTM) Planning: Collaborate with the CRO and cross-functional leaders to define and execute GTM strategies that drive revenue growth and market expansion.
- Segment target markets, identify key customers, and develop account-based strategies for execution across the Sales and Marketing teams.
- Align execution of campaigns and sales enablement efforts with Marketing, Product, and Customer Success.
- Monitor GTM performance, analyze pipeline data, and recommend adjustments to optimize outcomes.
- Lead Sales Enablement Initiatives: Partner with cross-functional teams to design and deliver sales enablement programs that enhance product knowledge, selling skills, and process adoption.
- Develop and maintain sales playbooks, training materials, and collateral to support the sales team throughout the buyer’s journey.
- Ensure effective rollout and adoption of enablement tools and platforms, driving measurable improvements in sales productivity and effectiveness.
- Sales Productivity: Define, design, and create systems to measure and improve sales productivity.
- Assess and streamline sales processes and strategies.
- Work with the CRO and VP sales to assign quotas, balance territories, and enhance pipeline management.
- Technology Leadership: Design and administer the organization’s CRM (SFDC).
- Identify and implement solutions and technologies that drive sales efficiency and revenue growth, ensuring adoption across the team.
- Sales Analytics & Reporting: Oversee sales analytics and reporting on performance, providing weekly, monthly, quarterly, and annual pipeline, achievement, and performance reports.
- Monitor the accuracy and efficient distribution of sales and financial reports, and other intelligence essential to the sales organization.
- Commercial Management: Lead the analysis and definition of new pricing strategies for the organization, in alignment with market and client needs and evolving Croesus capabilities
- Sales Compensation: Collaborate with Finance, and Human Resources to define, distribute, and manage sales compensation programs to align financial targets with meaningful sales incentives
Reporting to : Chief Revenue Officer
Requirements:
- Bachelor's degree in Business Administration, Marketing, or a related field.
- Broad hands-on experience (12+ years) leading and scaling sales operations functions in high-growth SaaS businesses. Familiarity with the wealth and asset management sector is a strong asset.
- Demonstrated expertise in strategic GTM planning and execution within an enterprise sales environment including segmentation, targeting, and cross-functional alignment.
- Proven experience designing and implementing sales enablement programs that deliver measurable results.
- Deep expertise in sales automation and CRM systems (SFDC).
- Proven track record in building and developing opportunity management and forecasting processes to accelerate revenue growth and improve revenue predictability
- Prior experience in strategic pricing management
- Excellent written and verbal communication skills, as well as presentation skills. Ability to work independently and as part of a team, and to manage multiple projects simultaneously.
Skills
- Leadership and ability to positively influence.
- Customer focus. Sense of service.
- Strategic thinking and ability to develop effective sales plans.
- Strong analytical skills and ability to interpret sales data.
- Adaptability and ability to work in a fast-paced environment.
- Autonomy and an entrepreneurial attitude focused on success.
- Ability to collaborate with internal teams to provide solutions to clients.
- Excellent oral and written communication skills.
- Bilingualism is an asset (English and French).
Other information:
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
- Weekly 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.
