Practice Solutions Growth Manager

BMO U.S.; San Francisco (CA); On-site; USD 90,000 - 180,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plan

Accident insurance

Life insurance

Job summary

BMO Financial Group in San Francisco seeks a results-driven business development professional in the Practice Solutions vertical to grow revenue through new client acquisition and expanding current relationships. You will support pre-sales activities, coordinate product implementations, and collaborate with Premier and Wealth teams to refer clients to other services.

The role emphasizes data-driven insights, training, and maintaining accurate client records.

Qualifications

• 4-6 years of relevant experience and related post-secondary degree.
• Credit knowledge and associated credit qualifications.
• 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.

Responsibilities

• Support pre-sales activities such as presentations, bids/proposals, and RFI responses.
• Retain and expand existing client relationships to meet portfolio objectives.
• Coordinate cash management, Credit Card, and other product setup.
• Gather data to advance the sales process and complete required documentation.
• Track implementation requests to keep timelines.
• Provide research and data to sales team to address client needs.
• Ensure client information is current in bank systems/files.
• Refer clients to other Bank services and partnerships.

Skills

Sales & business development

Pre-sales support

Client relationship management

Cross-functional collaboration

Analytical decision making

Communication skills

Industry knowledge: Practice Solutions

Problem solving

Education

Post-secondary degree in related field

Credit qualifications knowledge

Tools

CRM software

Sales proposals tools

Financial systems

Job description

BMO Financial Group in San Francisco seeks a results-driven business development professional in the Practice Solutions vertical to grow revenue through new client acquisition and expanding current relationships. You will support pre-sales activities, coordinate product implementations, and collaborate with Premier and Wealth teams to refer clients to other services.

The role emphasizes data-driven insights, training, and maintaining accurate client records.