Practice Solutions Growth Lead

BMO Harris Bank; Sacramento (CA); On-site; USD 90,000 - 180,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in Sacramento seeks a Commercial Sales & Service professional to drive growth within the Practice Solutions Industry Vertical. You will support pre-sales activities, manage client relationships, and coordinate product implementations to meet revenue and service goals.

Expect to stay abreast of industry trends, collaborate with Premier and Wealth teams, and maintain accurate client records. A post-secondary degree and 4–6 years relevant experience are typical requirements.

Qualifications

• Verbal & written communication skills are in-depth.
• Collaboration & team skills are in-depth.
• Analytical and problem solving skills are in-depth.
• Influence skills are in-depth.
• Data-driven decision making is in-depth.
• Credit qualifications and knowledge per standards.

Responsibilities

• Provides support for pre-sales activities such as presentations, bids/proposals, and RFIs.
• Retains and expands relationships to achieve portfolio objectives.
• Participates in industry forums to stay informed on trends and products.
• Coordinates product implementation and financial transaction setup.
• Acts as daily sales contact for client questions about pricing and timelines.
• Gathers data to advance the sales process and completes required documentation.
• Maintains current client information in bank systems.

Skills

Verbal & written communication

Collaboration

Analytical thinking

Influence

Data-driven decisions

Credit knowledge

Education

Post-secondary degree in related field

Job description

BMO Financial Group in Sacramento seeks a Commercial Sales & Service professional to drive growth within the Practice Solutions Industry Vertical. You will support pre-sales activities, manage client relationships, and coordinate product implementations to meet revenue and service goals.

Expect to stay abreast of industry trends, collaborate with Premier and Wealth teams, and maintain accurate client records. A post-secondary degree and 4–6 years relevant experience are typical requirements.