BMO U.S.

Manager, Salesforce Effectiveness, Financial Planner Program

BMO U.S.

full-time

Posted on:

Origin:  • 🇨🇦 Canada

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Salary

💰 CA$69,000 - CA$129,000 per year

Job Level

Mid-LevelSenior

About the role

  • Acts as a subject matter expert on specific marketing and sales force programs and applications.
  • Analyzes business opportunities to recommend new strategies, programs, and tactics.
  • Designs and executes programs to improve the effectiveness of the sales force, including the development, enhancement, and maintenance of a suite of sales force applications/programs.
  • Provides support to employees to facilitate the achievement of business results.
  • Acts as a trusted advisor to assigned business/group.
  • Influences and negotiates to achieve business objectives.
  • Recommends and implements solutions based on analysis of issues and implications for the business.
  • Assists in the development of strategic plans.
  • Identifies emerging issues and trends to inform decision-making.
  • Conducts independent analysis and assessment to resolve strategic issues.
  • Helps determine business priorities and best sequence for execution of business/group strategy.
  • Builds effective relationships with internal/external stakeholders.
  • Ensures alignment between stakeholders.
  • Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
  • Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
  • Monitors and tracks performance, and addresses any issues.
  • Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
  • Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
  • Provides input into the planning and implementation of operational programs.
  • Leads/participates in the design, implementation and management of core business/group processes.
  • Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.
  • Breaks down strategic problems and analyzes data and information to provide insights and recommendations.
  • Monitors and tracks performance and addresses any issues.
  • Gathers and formats data into regular and ad-hoc reports, and dashboards.
  • Develops and manages a business/group program.
  • Prepares or leads execution of communications and change management plans to implement new processes, products, and sales campaigns into the sales force.
  • Acts as a single point of contact during implementation to prioritize and manage workflows.
  • Reviews the program for effectiveness, considers industry trends, and recommends enhancements; implements changes.
  • Develops sales force and marketing programs tools and delivers training programs.
  • Coaches employees to drive the most business value from sales force and marketing programs.
  • Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
  • Provides specialized consulting, analytical and technical support.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works independently and regularly handles non-routine situations.
  • Broader work or accountabilities may be assigned as needed.

Requirements

  • Typically between 5 - 7 years of relevant experience and post-secondary degree in Business or a related field of study or an equivalent combination of education and experience.
  • Program management skills - In-depth.
  • Change management and leadership skills - In-depth.
  • Deep knowledge and technical proficiency gained through extensive education and business experience.
  • Verbal & written communication skills - In-depth.
  • Collaboration & team skills - In-depth.
  • Analytical and problem solving skills - In-depth.
  • Influence skills - In-depth.
  • Data driven decision making - In-depth.
  • Bilingual in French and English would be an asset