Technical Sales Consultant

Commercial Sales & Service Expert

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 include:

• Leading technical discussions and providing subject matter expertise and assistance with complex deal structuring.
• Providing pre-sales assistance to the team in (e.g. pitch preparation, client research, preparing prospect and client files for action by the Sales Professional Planning).
• Assisting with sales and service administration and processing to ensure client experience is seamless and opportunities are identified and met.
• Retaining and expanding existing relationships to achieve portfolio retention, sales, service, and profitability objectives.
• Providing support for sales activities (e.g. presentations, bids / proposals, and requests for information).
• Working toward the achievement of sales targets for business banking cash management products and services by applying business development and relationship management sales and service principles, practices, techniques and financial counseling or planning capabilities and developing packages or alternatives that meet profitability standards.
• Providing professional, knowledgeable cash management advice and support to banking partners / stakeholders to drive the achievement of cash management sales and service commitments and support the delivery of the desired customer experience.
• Developing and utilizing market knowledge and existing relationships to identify opportunities that increase product penetration and revenue per customer for sales teams and individual portfolios.
• Leading ongoing education and training to sales teams throughout US and Canada on specified cash management products, services and technology solutions.
• Leading or participating in defining the communication plan designed to positively influence or change behavior; developing tailored messaging; and identifying appropriate distribution channels.
• Providing subject matter expertise on market conditions and trends to maintain a high level of environmental awareness.
• Providing product-related expertise to answer questions (e.g. product information, pricing, implementation timeframes, requirements, etc.).
• Coordinating planning, implementation, and review activities with banking partners / stakeholders to profitably meet or exceed the customer's needs/expectations.
• Supporting the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Breaking down strategic problems, and analyzing data and information to provide insights and recommendations.
• Participating in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
• Gathering and researching data for banking partners / stakeholders to facilitate solutions that meet client / prospect needs.
• Continuously assessing and improving the work processes to maximize effectiveness and efficiency of sales and service management, risk management, and compliance within prescribed limits.
• Ensuring smooth transition to implementation team to reduce set-up delays
• Supporting cash management product implementation set-up, as needed.
• Client-focused, with a commitment to understanding and exceeding client expectations.
• Acting timely, efficiently and independently, taking ownership of client satisfaction.
• Executing work to deliver timely, accurate, and efficient service.
• Developing and maintaining relationships with banking partners and stakeholders.
• Maintaining the confidentiality of customer and Bank information in compliance with Bank policies and procedures.
• Identifying risks and taking appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.
• Participating 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, and provide product support and expertise.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently on a range of complex tasks, which may include unique situations.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Ability to translate complex technical concepts into simple, value-driven solutions for clients and internal teams.
• Strong understanding of APIs and integration concepts in client environments.
• 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, including payment messaging standards – 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.

Salary: $69,000.00 - $129,000.00

Pay Type: Salaried