About The Position

This is a highly visible individual-contributor role serving as the technology partner to BMO’s U.S. Sponsor Finance business. The role works at the intersection of business strategy, technology delivery, and change management, partnering with business leaders and technology teams to enhance Salesforce and the broader Sponsor Finance technology ecosystem. It owns technology initiatives end to end, from requirements gathering through testing, implementation, training, and post-launch support, and helps shape the technology roadmap, modernization work, and emerging AI-related initiatives. The position acts as a subject-matter expert for sales force programs and applications, advising business leaders and stakeholders, analyzing opportunities, and recommending strategies, programs, and tactics. It manages and executes strategic and operational programs, business processes, reporting and analytics requirements, communications, training, and change management. The successful candidate supports employees in achieving business results and provides strategic input based on a strong understanding of the business and relevant policies and regulations.

Requirements

  • Typically 7 or more years of relevant experience.
  • Post-secondary degree in Business or a related field, or an equivalent combination of education and experience.
  • In-depth program management skills.
  • In-depth change management and leadership skills.
  • In-depth knowledge of process coordination and management.
  • Strong understanding of integrated marketing campaigns.
  • Combination of education, experience, and industry knowledge appropriate to a seasoned professional.
  • In-depth or expert verbal and written communication skills.
  • In-depth or expert analytical and problem-solving skills.
  • In-depth or expert influence skills.
  • In-depth or expert collaboration and team skills, with a focus on cross-group collaboration.
  • Ability to manage ambiguity.
  • In-depth or expert data-driven decision-making skills.

Responsibilities

  • Partner with Sponsor Finance business leaders and technology teams to drive enhancements across Salesforce and the broader technology ecosystem.
  • Translate business needs into technology solutions and manage enhancement priorities and releases.
  • Own technology initiatives from requirements gathering through testing, implementation, training, and post-launch support.
  • Advise business leaders as a trusted subject-matter expert and recommend strategies, programs, tactics, and initiatives.
  • Analyze business opportunities and strategic issues; develop business cases, assess options and return on investment, and recommend priorities and resource requirements.
  • Develop roadmaps and lead strategic initiatives to deliver business and financial goals.
  • Define business requirements for analytics and reporting; gather and format data for regular and ad-hoc reports and dashboards.
  • Develop and apply database frameworks and oversee database management in accordance with data governance standards.
  • Monitor and track performance, analyze data, identify issues, and recommend solutions.
  • Lead change management programs, including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment.
  • Develop communication strategies and lead communications and change plans for new processes, products, and sales campaigns.
  • Act as a single point of contact during implementation, prioritizing and managing workflows.
  • Lead the design, implementation, and management of business and group processes and operational programs; adapt execution to maintain quality.
  • Oversee the design, development, and implementation of tools and training, and deliver sales force and marketing program training.
  • Coach employees to maximize business value from sales force and marketing programs.
  • Review program effectiveness, consider industry trends, and recommend and implement enhancements.
  • Apply the bank’s Risk Management Framework and make risk-informed decisions consistent with applicable policies, laws, and regulations.
  • Network with industry contacts, as appropriate, to gain competitive insights and best practices.

Benefits

  • Health insurance
  • Tuition reimbursement
  • Accident insurance
  • Life insurance
  • Retirement savings plans
  • Performance-based incentives, discretionary bonuses, and other perks and rewards may be included in total compensation
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