Director, Commercial Banking CRM Strategy

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 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
• 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

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

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Salaried

The above represents BMO Financial Group’s 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 Group’s expected target for the first year in this position.

BMO Financial Group’s 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:

• health insurance
• tuition reimbursement
• accident and life insurance
• retirement savings plans

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. We’ll 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, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at

BMO is proud to be an equal employment…