Director, Commercial Banking CRM Strategy

Director, Commercial CRM () Strategy – NAIS

Reporting to the Head of Commercial Workforce Effectiveness, this role is responsible for the development and implementation of Commercial’s 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.

• Develop the vision for utilization of  across US and Canada to drive sales effectiveness
• Work 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
• Define and manage 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 Vendor relationships
• Coordinate with  business leads across the Bank for alignment and best practices

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 has 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 range may vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure.

Salaried

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans
• Performance‑based incentives and discretionary bonuses
• Other perks and rewards

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e‑mail to  and let us know the nature of your request and your contact information.