Director, Commercial Banking CRM Strategy

BMO Financial Group
📍 San Francisco, CA, United States 💼 Full-time 🕒 Posted July 27, 2026

Job Description

**Director, Commercial CRM (Salesforce.com) Strategy – NAIS**

**Job Description:**

Reporting to the Head of Commercial Workforce Effectiveness, this role is responsible for the development and implementation of Commercial’s CRM (Salesforce.com) Strategy. Working closely with Sales leaders will drive the adoption of Salesforce.com across US and Canada and leverage the tool for improved effectiveness and consistency across our sales teams. The Director will lead the implementation of AI capabilities in Salesforce platform.

**Responsibilities**

- Develop the vision for utilization of Salesforce.com across US and Canada to drive sales effectiveness

- Works closely with the Salesforce Application Manager to develop and maintain the Roadmap and Business Case for Salesforce.com for Commercial in US and Canada including the adoption of AI capabilities (Agentforce) and the integration with NAIS AI roadmap

- Develop strong relationships with ...

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Job Details

  • Location San Francisco, CA
  • Job Type Full-time
  • Category other-general
  • Posted Date July 27, 2026
  • Application Deadline August 01, 2026