BMO Financial Group Director, North American Commercial Banking CRM (Salesforce.com) Strategy in Chicago, Illinois
111 W Monroe - 115 S LaSalle
Job Family Group:
Director, North American Commercial Banking CRM (Salesforce.com) Strategy
Reporting to the Head of Strategy and Salesforce Effectiveness, this role is responsible for the development and implementation of NACB’s CRM (Salesforce.com) Strategy. Working closely with Sales leaders will drive the adoption of Salesforce.com across NACB and leverage the tool for improved effectiveness and consistency across our sales teams.
Develop the vision for utilization of Salesforce.com across NACB to drive sales effectiveness
Works closely with the Salesforce Application Manager to develop and maintain the Roadmap and Business Case for Salesforce.com for NACB
Develop strong relationships with Sales leaders across NACB and work with them to drive adoption of Salesforce.com and leverage the tool for improved effectiveness and consistency across our sales teams
Manage the Salesforce.com training and user support team
Responsible for defining and managing the training for Salesforce.com users across NACB
Manage and lead the Advisory Council composed of members across NACB
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 Salesforce.com 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 Salesforce.com
Good knowledge of Salesforce.com platform and functionality
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
Strong project management skills, capable of developing & executing plans
We’re here to help
At BMO Harris Bank 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 Harris Bank 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 https://jobs.bmoharris.com.
BMO Harris Bank is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. BMO Harris Bank N.A. is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
BMO Financial Group Serving customers for 200 years and counting, BMO is a highly diversified financial services provider – the 8th largest bank, by assets, in North America. With total assets of $728 billion as of October 31, 2018, and a team of diverse and highly engaged employees, BMO provides a broad range of personal and commercial banking, wealth management and investment banking products and services to more than 12 million customers and conducts business through three operating groups: Personal and Commercial Banking, BMO Wealth Management and BMO Capital Markets.We serve Canadian clients through BMO Bank of Montreal®, our personal and commercial banking business, BMO Nesbitt Burns®*, one of Canada's leading wealth management firms, and BMO Capital Markets™, our North American investment and corporate banking division.In the United States, clients are served through BMO Harris Bank, a major U.S. Midwest personal and commercial bank, and BMO Private Bank, with wealth management offices across the United States, as well as BMO Capital Markets™, our North American investment and corporate banking division.We help our customers make money make sense by delivering the broadest range of financial services through a single point of contact. Our financial service professionals provide access to any services our customers require across the entire enterprise.