Practice Solutions Sales Executive

BMO Harris Bank; San Francisco (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 San Francisco seeks a Commercial Sales & Service professional to drive growth in the Practice Solutions Industry Vertical. You will support pre-sales activities, manage client relationships, and coordinate product implementations.

The role emphasizes collaboration across banking areas, data-driven decisions, and maintaining regulatory compliance, with a strong focus on delivering excellent client experiences and expanding revenue.

Qualifications

• Typically 4–6 years of relevant experience.
• Credit qualifications per established standards.
• Strong verbal and written communication.
• Collaborative and team oriented.
• Analytical and problem solving skills.
• Influence skills and stakeholder management.
• Data-driven decision making required.
• Technical proficiency gained through education/experience.

Responsibilities

• Support pre-sales activities with presentations, bids, and RFI responses.
• Retain and expand client relationships to achieve portfolio objectives.
• Coordinate cash management, credit card, and other product implementations.
• Provide market research and competitive insights to guide sales.
• Maintain internal controls and adhere to audit and regulatory policies.

Skills

Verbal communication

Written communication

Collaboration

Analytical

Problem solving

Influence skills

Data-driven decisions

Credit knowledge

Education

Post-secondary degree or equivalent

Job description

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

The role emphasizes collaboration across banking areas, data-driven decisions, and maintaining regulatory compliance, with a strong focus on delivering excellent client experiences and expanding revenue.