Job Family Group: Customer Solutions Director, Commercial CRM (Salesforce.Reporting to the Head of Commercial Workforce Effectiveness, this role is responsible for the development and implementation of Commercial’s CRM (Salesforce.Working closely with Sales leaders will drive the adoption of Salesforce.com 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 Salesforce.com 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 Salesforce.com 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 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.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; 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.Good knowledge of Salesforce.Passionate about customer advocacy and a customer-first mindset Salaries for part-time roles will be pro-rated based on number of hours regularly worked.

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 accident and life insurance retirement savings plans It calls on us to create lasting, positive change for our customers, our communities and our people. 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. Accommodations are available on request for candidates taking part in all aspects of the selection process.

BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the good. We’re proud to be fueling growth and expanding possibilities for individuals, families and businesses.

More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the positive that grows. #

📌 Director, Commercial Banking CRM Strategy (Toronto)
🏢 Bank of Montreal
📍 Toronto