Technical Sales Consultant
About the position
Serves as a subject matter expert, partnering with relationship managers, sales teams, product managers and implementation leaders to provide technical expertise and strategic solutions for BMO's corporate clients. Achieves sales and other targets established by business plans. Continuously assesses and improves the work processes for sales and service management, risk management and compliance within prescribed limits to maximize effectiveness and efficiency. Optimizes opportunities through deal teams and sales calls, maximizing business success. Influences the strategic direction of the line of business assisting with the development, prioritization and implementation of business, technology, sales and service, channel optimization and enhanced customer experience.
Responsibilities
Leads technical discussion and provides subject matter expertise and assistance with complex deal structuring.
,
Provides pre-sales assistance to the team in pitch preparation, client research, preparing prospect and client files for action by the Sales Professional Planning.
,
Assists with sales and service administration and processing to ensure client experience is seamless and opportunities are identified and met.
,
Retains and expands existing relationships to achieve portfolio retention, sales, service, and profitability objectives.
,
Provides support for sales activities including presentations, bids/proposals, and requests for information.
,
Works toward the achievement of sales targets for business banking cash management products and services.
,
Provides professional, knowledgeable cash management advice and support to banking partners/stakeholders.
,
Develops and utilizes market knowledge and existing relationships to identify opportunities that increase product penetration and revenue per customer.
,
Leads ongoing education and training to sales teams throughout US and Canada on specified cash management products, services and technology solutions.
,
Leads or participates in defining the communication plan designed to positively influence or change behavior.
,
Provides subject matter expertise on market conditions and trends.
,
Coordinates planning, implementation, and review activities with banking partners/stakeholders.
,
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
,
Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
,
Participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
,
Gathers and researches data for banking partners/stakeholders to facilitate solutions that meet client/prospect needs.
,
Continuously assesses and improves the work processes to maximize effectiveness and efficiency.
,
Ensures smooth transition to implementation team to reduce set-up delays.
,
Supports cash management product implementation set-up, as needed.
,
Acts timely, efficiently and independently, taking ownership of client satisfaction.
,
Develops and maintains relationships with banking partners and stakeholders.
,
Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.
,
Identifies risks and takes appropriate actions to maintain operational integrity.
,
Participates in projects and other activities designed to improve the customer experience.
,
Liaises between clients and various departments across the organization to discuss issues and procedures.
Requirements
Ability to translate complex technical concepts into simple, value-driven solutions for clients and internal teams.
,
5+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
,
Knowledge of cash management products and services - In-depth.
,
Knowledge of business investment and lending products - Good.
,
Knowledge of other banking products and services - Good.
,
Technical proficiency gained through education and/or 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.
Nice-to-haves
Benefits
Health insurance
,
Tuition reimbursement
,
Accident and life insurance
,
Retirement savings plans
Apply Now
Serves as a subject matter expert, partnering with relationship managers, sales teams, product managers and implementation leaders to provide technical expertise and strategic solutions for BMO's corporate clients. Achieves sales and other targets established by business plans. Continuously assesses and improves the work processes for sales and service management, risk management and compliance within prescribed limits to maximize effectiveness and efficiency. Optimizes opportunities through deal teams and sales calls, maximizing business success. Influences the strategic direction of the line of business assisting with the development, prioritization and implementation of business, technology, sales and service, channel optimization and enhanced customer experience.
Responsibilities
Leads technical discussion and provides subject matter expertise and assistance with complex deal structuring.
,
Provides pre-sales assistance to the team in pitch preparation, client research, preparing prospect and client files for action by the Sales Professional Planning.
,
Assists with sales and service administration and processing to ensure client experience is seamless and opportunities are identified and met.
,
Retains and expands existing relationships to achieve portfolio retention, sales, service, and profitability objectives.
,
Provides support for sales activities including presentations, bids/proposals, and requests for information.
,
Works toward the achievement of sales targets for business banking cash management products and services.
,
Provides professional, knowledgeable cash management advice and support to banking partners/stakeholders.
,
Develops and utilizes market knowledge and existing relationships to identify opportunities that increase product penetration and revenue per customer.
,
Leads ongoing education and training to sales teams throughout US and Canada on specified cash management products, services and technology solutions.
,
Leads or participates in defining the communication plan designed to positively influence or change behavior.
,
Provides subject matter expertise on market conditions and trends.
,
Coordinates planning, implementation, and review activities with banking partners/stakeholders.
,
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
,
Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
,
Participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
,
Gathers and researches data for banking partners/stakeholders to facilitate solutions that meet client/prospect needs.
,
Continuously assesses and improves the work processes to maximize effectiveness and efficiency.
,
Ensures smooth transition to implementation team to reduce set-up delays.
,
Supports cash management product implementation set-up, as needed.
,
Acts timely, efficiently and independently, taking ownership of client satisfaction.
,
Develops and maintains relationships with banking partners and stakeholders.
,
Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.
,
Identifies risks and takes appropriate actions to maintain operational integrity.
,
Participates in projects and other activities designed to improve the customer experience.
,
Liaises between clients and various departments across the organization to discuss issues and procedures.
Requirements
Ability to translate complex technical concepts into simple, value-driven solutions for clients and internal teams.
,
5+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
,
Knowledge of cash management products and services - In-depth.
,
Knowledge of business investment and lending products - Good.
,
Knowledge of other banking products and services - Good.
,
Technical proficiency gained through education and/or 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.
Nice-to-haves
Benefits
Health insurance
,
Tuition reimbursement
,
Accident and life insurance
,
Retirement savings plans
Apply Now