Director, Commercial Banking CRM Strategy
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Job Summary
Application Deadline:
Address:
250 Yonge StreetJob Family Group:
Director Commercial CRM () Strategy NAIS
Job Description:
Reporting to the Head of Commercial Workforce Effectiveness this role is responsible for the development and implementation of Commercials CRM () Strategy. Working closely with Sales leaders will drive the adoption of across US and Canada and leverage the tool for improved effectiveness and consistency across our sales teams. The Director will lead the implementation of AI capabilities in Salesforce platform.
Responsibilities
- Develop the vision for utilization of across US and Canada to drive sales effectiveness
- Works closely with the Salesforce Application Manager to develop and maintain the Roadmap and Business Case for for Commercial in US and Canada including the adoption of AI capabilities (Agentforce) and the integration with NAIS AI roadmap
- Develop strong relationships with Sales leaders across Commercial and work with them to drive adoption of and leverage the tool for improved effectiveness and consistency across our sales teams
- Manage the training and user support team
- Responsible for defining and managing the training for users across US and Canada
- Manage and lead the Advisory Council composed of members across Commercial
- Identify and drive toward business process alignment in US and Canada and ensure the
platform enables these processes accordingly
- Develop sales strategy initiatives e.g. treatment of priority client / prospect; or identify bright spots and client opportunities
- Develop case studies and customer success stories to drive adoption
- In conjunction with the Salesforce Application Manager coordinate with T&O for the
execution of the roadmap and manage the Vendor relationships
- Coordinate with business leads across the Bank for alignment and best
practices
Qualifications:
7 years of relevant experience as an RM or Sales Leader with direct experience with
Good knowledge of platform and functionality including experience with Agentforce and integration with other AI platforms
High level of comfort working on initiatives that are less defined and do not have established processes or parameters
Strong self-starter who takes initiative and can identify new opportunities and have the drive and ability to bring them to life
Expert written and verbal communication skills
Strong Influence skills
Passionate about customer advocacy and a customer-first mindset
Salary:
Pay Type:
The above represents BMO Financial Groups pay range and type.
Salaries will vary based on factors such as location skills experience education and qualifications for the role and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles the salary listed above represents BMO Financial Groups expected target for the first year in this position.
BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives discretionary bonuses as well as other perks and rewards. BMO also offers health insurance tuition reimbursement accident and life insurance and retirement savings plans. To view more details of our benefits please visit: Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting positive change for our customers our communities and our people. By working together innovating and pushing boundaries we transform lives and businesses and power economic growth around the world.
As a member of the BMO team you are valued respected and heard and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones as you help our customers reach theirs. From in-depth training and coaching to manager support and network-building opportunities well help you gain valuable experience and broaden your skillset.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO directly or indirectly will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid written and fully executed agency agreement contract for service to submit resumes.
Required Experience:
Director
About Company
We cover the whole balance sheet, from foreign exchange, trade finance and treasury management to corporate lending, securitization, public and private debt and equity underwriting. Our team of experts can also provide a full range of advisory services, along with industry-leading res ... View more
