BMO logo
BMO

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset. To find out more visit us at BMO Careers .

Senior Specialist, Coaching and Development

Location

Canada

Posted

26 days ago

Salary

C$65.6K - C$122.6K / year

Seniority

Senior

No structured requirement data.

Job Description

Senior Specialist, Coaching and Development

BMO

Role Description The Senior Specialist, Coaching & Development (SSCD) enables Ambition 2030 by accelerating frontline capability, productivity, and consistency through structured coaching, applied skill development, and leader enablement. The SSCD supports net client growth, deeper client relationships, and disciplined revenue growth (ROE) by strengthening bankers’ confidence, execution quality, and ability to deliver holistic advice across Everyday Banking, Investments, and Home Financing. Operating in a remote capacity, the SSCD translates enterprise strategy into frontline execution, ensuring business priorities are embedded in day-to-day customer interactions and leader coaching practices. Key Accountabilities - Banker Coaching & Capability Development - Deliver structured 1:1 coaching aligned to enterprise growth priorities. - Prepare bankers for real customer appointments, reinforcing: - Goal‑based needs discovery - Holistic advice and relationship expansion - Confident, professional investment and home financing conversations - Use of tools. - Drive SMART action commitments that translate skill development into measurable outcomes (appointments, sales credit, balances, onboarding needs met). - Side‑by‑Side Observation & Reinforcement - Partner with Branch Managers to support side‑by‑side observations between coaching sessions. - Provide actionable feedback on execution quality, customer conversations, and use of enterprise tools. - Identify execution gaps (e.g., preparation, follow-up, prioritization) and adjust coaching focus accordingly. - Leader Enablement & Coaching Effectiveness - Enable Branch Managers to reinforce coached behaviors through effective action-and-accountability coaching. - Support leaders in using performance data and scorecards to prioritize their coaching focus. - Model strong coaching practices that promote consistency, accountability, and a performance-oriented culture. - Encourage adoption of our Coaching Framework and related activities (Previews, Observations, Huddles, etc.). - Program Execution & Enterprise Alignment - Lead execution of enterprise coaching programs (e.g., PBA Accelerator, Home Financing Accelerator, Branch Elevation). - Ensure strong participant engagement, readiness, and accountability throughout program delivery. - Partner with RVPs and national stakeholders to share results, insights, risks, and best practices. - Performance Insights & Continuous Improvement - Use data and observation to identify skill gaps or capability barriers impacting results. - Adapt coaching strategies proactively to address performance opportunities or execution risks. - Provide feedback to enterprise partners to continuously improve program design, tools, and coaching effectiveness. - Provide feedback on change management initiatives and learning materials. Measures of Success - Sustained improvement in net client growth, productivity, and financial outcomes. - Accelerated time-to-productivity for new and transitioning bankers. - Improved productivity for bankers at maturity. - Improved quality and consistency of customer conversations. - Reduced performance dispersion across branches, reflecting stronger leadership capability and improved execution of leadership programs. - Increased consistency and effectiveness of branch leader coaching and practices. - Consistent execution of coaching commitments and program expectations. - Accountable for coaching results, relationships with bankers, leaders, and RVPs, including communication. Qualifications - Strong, end-to-end understanding of Personal Banking, including Everyday Banking, Investments, and Home Financing as well as Business Banking. - High proficiency across personal banking products, tools, and platforms, with the ability to translate tool usage into effective customer conversations. - Demonstrated experience facilitating skill builders, workshops, or group learning sessions. - Proven ability to operate with executive presence, engaging credibly with Branch Managers, Regional Vice Presidents (RVPs), and senior stakeholders. - Experience in performance driven environments requiring accountability, prioritization, and execution discipline. Skills & Competencies - Advanced coaching and facilitation skills across 1:1 and group settings. - Excellent verbal and written communication skills, with the ability to influence action across stakeholder levels. - Confidently engages senior leaders to share insights, provide perspective, and influence decisions and outcomes. - Ability to influence without formal authority. - Data-driven decision making, using metrics and scorecards to guide coaching priorities. - Analytical and proactive problem-solving capability, identifying root causes and adjusting approach as needed. - Models and reinforces effective use of digital tools and data to enhance coaching quality, customer experience, and banker productivity. - Effectively manages multiple priorities and competing scheduling demands. - Sound professional judgment, adaptability, and accountability. Role Scope & Relationships - Coaches frontline bankers and leaders across assigned markets. - Partners closely with Branch Managers, RVPs, and regional leaders. - Collaborates with national program and functional partners to align execution with enterprise priorities. Salary $65,600.00 - $122,600.00 Pay Type: Salaried The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position. BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: Total Rewards .

Related Job Pages

More Implementation Specialist Jobs

Tekion Corp logo

Implementation Specialist

Tekion Corp

One platform that seamlessly connects your entire business.

Full TimeRemoteTeam 1,001-5,000H1B Sponsor

• Oversee and facilitate dealership user training and support through the implementation lifecycle • Provide DMS training to dealership staff in all departments and have fun while doing it • Guide and direct additional implementation specialists assigned to the project to ensure high execution • Obtain critical milestone signoffs from key dealership contacts • Proactively identify implementation risks and mitigate them effectively and efficiently • Manage training and setup items in an organized manner, keeping detailed notes, and completing all checklist items in our implementation runbook • Must successfully complete an 8-10 week certification/training program and display a strong grasp of product and process knowledge retention • Demonstrated history of sustaining a positive attitude during high-stress situations with both dealer partners (DP) and internal teams • Fast-learner, and passionate ability to remain in-touch with fast-changing SaaS solutions • In-depth knowledge of the retail automotive industry, including common terminology and dealership process flows • Deep understanding of Tekion products, including end-user workflows and configurations • Knowledge and understanding of implementation processes, including adjacent internal teams role & responsibility with the project • Represent Tekion in a positive and professional way in all dealership interactions • Work closely with the Implementation manager to set and manage dealership expectations

Canada

Senior Customer Engineer, Enterprise

Pendo.io

​Founded in 2013 by alumni from Rally, Google, Cisco, and Red Hat, Pendo is on a mission to elevate the world's experience with software. The company offers a

• Partner with Account Directors on pre-sales motions for new customer acquisition, product expansion, and expansion across lines of business. • Lead onboarding for strategic customers, including planning, implementation, integrations, and training. • Identify opportunities to expand adoption across underutilized features, untapped products, and new lines of business. • Serve as an escalation point for complex technical challenges raised by other Customer Engineers. • Build playbooks, document repeatable fixes, coach peers, and improve how Customer Engineering work gets done across the team. • Assess account health, risks, stakeholder relationships, and the highest-priority problems to solve within your portfolio. • Drive measurable improvement in customer health, retention, expansion, and technical resolution across strategic accounts.

Illinois + 1 moreAll locations: Illinois | Texas
$193.4K - $241.7K / year

Pharmacy Implementation Consultant

Claritev

At Claritev, we pride ourselves on being a dynamic team of innovative professionals. Our purpose is simple - we strive to bend the cost curve in healthcare for all. Our dedication to service excellence extends to all our stakeholders -- internal and external - driving us to consistently exceed expectations. We are intentionally bold, we foster innovation, we nurture accountability, we champion diversity and empower each other to illuminate our collective potential. Be part of our amazing transformational journey as we optimize the opportunity towards becoming a leading technology, data, and innovation voice in healthcare. Onward and Upward!!!

Role Description Serve as Pharmacy Implementation Consultant Subject Matter Expert responsible for maintenance and management of Oracle Health Millennium pharmacy solutions. This role ensures pharmacy systems are running optimally and support user workflows. Responsibility includes monitoring of application health, implementation of change requests, and overall support for pharmacy systems. - Understand and articulate product functionality and related workflows. - Collaborate with customers and other project teams to define product design and configuration following industry best practices. - Identify and determine inputs and work tasks needed to complete fully functional product configurations. - Lead meetings and sessions with clients and other project team members to complete work tasks. - Perform tasks that need independent judgment to implement EHR products and technology to meet customer needs. - Operate independently without assistance or guidance to provide quality work products to a project team or customer that comply with best practices. - Make recommendations to customers about efficient and effective use of technology. - Mitigate risks and issues. - Act as a mentor and coach to other consultants and team members. - Influence customer roadmap and design. - Contribute to long-term planning and innovation. Qualifications - Minimum of 5 years combined related work experience, including: - At least 3 years of experience in healthcare information technology (HCIT) consulting or other client-facing IT roles. - An additional 2 years of work experience directly related to the duties of the job. - Bachelor's Degree required. - Knowledge and experience with Oracle Health pharmacy applications: Medication Manager, Product Manager, Bedrock, Olympus, PHADBTools, etc. - Experience in HCIT system design and build. - Experience in workflow and technology assessment. - Experience with troubleshooting tools and processes. - Ability to manage work and lead teams. - Strong presentation skills and ability to communicate complex information to operations, financial, and application teams. - Travel up to 50% will be required for this role. Requirements - The salary range for this position is $70-85K. Specific offers take into account a candidate’s education, experience, and skills, as well as the candidate’s work location and internal equity. - This position is also eligible for health insurance, 401k, and bonus opportunity. Benefits - Medical, dental and vision coverage with low deductible & copay. - Life insurance. - Short and long-term disability. - Paid Parental Leave. - 401(k) + match. - Employee Stock Purchase Plan. - Generous Paid Time Off – accrued based on years of service. - 10 paid company holidays. - Tuition reimbursement. - Flexible Spending Account. - Employee Assistance Program. - Sick time benefits – for eligible employees, one hour of sick time for every 30 hours worked, up to a maximum accrual of 40 hours per calendar year, unless the laws of the state in which the employee is located provide for more generous sick time benefits. Company Description At Claritev, we pride ourselves on being a dynamic team of innovative professionals. Our purpose is simple - we strive to bend the cost curve in healthcare for all. Our dedication to service excellence extends to all our stakeholders -- internal and external - driving us to consistently exceed expectations. We are intentionally bold, we foster innovation, we nurture accountability, we champion diversity and empower each other to illuminate our collective potential. Be part of our amazing transformational journey as we optimize the opportunity towards becoming a leading technology, data, and innovation voice in healthcare. Onward and Upward!!!

United States
$70K - $85K / year
Kodiak Solutions logo

Implementation Associate

Kodiak Solutions

Powered by tech. Guided by insight.

Full TimeRemoteTeam 201-500Since 2005H1B No Sponsor

Role Description As a Healthcare Implementation Consultant, this individual will be responsible for working with internal and external customers to gather a wide range of data elements from data sources at healthcare organizations. This role will work with multiple teams across Kodiak Solutions, including but not limited to: - Technical implementation - Implementation analysts - Net revenue specialists - Reimbursement specialists - Revenue cycle specialists You will participate in product training for client end-users and leverage your strong client presentation skills, critical thinking skills, and a solid understanding of data and technology. You will also demonstrate expertise and experience in the healthcare industry. Finally, you will develop and train junior team members. Our projects are fast-paced and facilitated in a collaborative team atmosphere. All team members have experience with data housed within healthcare finance systems and advise our clients on how best to transform that data into insightful financial and operational reporting. Qualifications - Bachelor's Degree required - Minimum 2 years of functional consulting experience - Advanced Excel skills required - Foundational skills in data management, data analysis and visualization, data validation, and data integration concepts - Team-oriented with ability to collaborate with diverse teams, virtually and in-person - Comfort presenting in a customer-facing capacity, at times to senior level executives and other leaders/stakeholders - Strong analytical and problem-solving skills, with the ability to multi-task and complete projects on time - Highly effective communication skills, as well as strong organizational, interpersonal and presentation skills - Experience in working on data-related implementation projects, particularly in healthcare organizations and/or professional services settings - Comfort with ambiguity and the ability to logically structure issues and determine recommended resolutions Requirements - Experience working with multiple patient accounting data systems, such as EPIC or Cerner - Ability to be a self-starter, working independently and as part of a team, especially remotely - Basic understanding of healthcare accounting and finance - Experience with BI tools, Snowflake and SQL preferred

United States