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BMO Financial Group Director, North American Commercial Banking CRM ( Strategy in Chicago, Illinois


111 W Monroe - 115 S LaSalle

Job Family Group:

Customer Solutions

Director, North American Commercial Banking CRM ( Strategy

Reporting to the Head of Strategy and Salesforce Effectiveness, this role is responsible for the development and implementation of NACB’s CRM ( Strategy. Working closely with Sales leaders will drive the adoption of across NACB and leverage the tool for improved effectiveness and consistency across our sales teams.


  • Develop the vision for utilization of across NACB to drive sales effectiveness

  • Works closely with the Salesforce Application Manager to develop and maintain the Roadmap and Business Case for for NACB

  • Develop strong relationships with Sales leaders across NACB 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 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 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

  • 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

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.