Practice Solutions Growth Partner

Rapid Visual Solutions; San Ramon (CA); On-site; USD 81,000 - 152,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident insurance

Life insurance

Retirement savings plans

Job summary

BMO Financial Group in United States, California, San Ramon, is seeking a sales and relationship professional to drive growth in the Practice Solutions industry vertical. The role focuses on new client acquisition, expanding existing relationships, and coordinating pre-sales activities such as presentations, bids, and information requests.

You will work with multiple bank areas to refer clients, maintain accurate records, and support implementation timelines.

Qualifications

• Typically 4–6 years of relevant experience in a banking/business development role.
• Credit qualifications and associated knowledge per standards.
• Technical proficiency gained through education and business experience.
• Verbal & written communication skills – in-depth.
• Collaboration & teamwork – in-depth.
• Analytical and problem solving skills – in-depth.
• Influence skills – in-depth.
• Data driven decision making – in-depth.

Responsibilities

• Supports pre-sales activities including presentations, bids/proposals, and requests for information.
• Retains and expands relationships to meet portfolio retention, sales, service, and profitability objectives.
• Coordinates cash management, credit card, and other product implementation and setup.
• Acts as daily sales contact for clients on product information, pricing, implementation timelines and requirements.
• Tracks implementation requests and maintains timelines; prepares client files for action.
• Gathers data to advance the sale process and supports documentation and research.

Skills

Pre-sales support

Relationship management

Data analysis

Sales enablement

Education

Post-secondary degree

Job description

BMO Financial Group in United States, California, San Ramon, is seeking a sales and relationship professional to drive growth in the Practice Solutions industry vertical. The role focuses on new client acquisition, expanding existing relationships, and coordinating pre-sales activities such as presentations, bids, and information requests.

You will work with multiple bank areas to refer clients, maintain accurate records, and support implementation timelines.