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Director, Commercial Banking CRM Strategy
BMO U.S.Director of Commercial CRM Strategy at BMO leading Salesforce.com adoption across North America. Responsible for implementing AI capabilities and driving sales effectiveness.
Posted 7/20/2026full-timeChicago • California, Illinois, Wisconsin • 🇺🇸 United StatesLead💰 $137,000 - $238,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in Salesforce.com strategy development and implementation, with a strong focus on driving sales effectiveness and user adoption across the US and Canada. Proven ability to lead initiatives, manage vendor relationships, and foster collaboration among diverse teams.
Highest-signal resume keywords
Salesforce.com Strategy DevelopmentAI Capabilities ImplementationSales Strategy InitiativesVendor Relationship ManagementExpert Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Salesforce.com FunctionalityAgentforce ExperienceBusiness Process AlignmentSales Effectiveness MetricsCRM Strategy Development
Soft Skills
Strong Self-StarterInfluence SkillsCustomer Advocacy Mindset
Tools & Technologies
Salesforce.comAI Platforms
Industry Keywords
Commercial Workforce EffectivenessSales LeadershipUser Support Management
Tech Stack
Tools & technologiesSFDC
About the role
Key responsibilities & impact- Reporting to the Head of Commercial Workforce Effectiveness, responsible for the development and implementation of Commercial’s CRM (Salesforce.com) Strategy
- Work closely with Sales leaders to drive the adoption of Salesforce.com across US and Canada
- 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
- Manage the Salesforce.com training and user support team
- Identify and drive toward business process alignment in US and Canada
- Develop sales strategy initiatives and case studies to drive adoption
- Coordinate with T&O for the execution of the roadmap and manage Vendor relationships
- Manage and lead the Advisory Council composed of members across Commercial
Requirements
What you’ll need- 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 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.
Benefits
Comp & perks- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans