Data Management Risk Specialist
BMO U.S. · Chicago, IL · Yesterday
Finance$62k–$114k/yrFull-time
About the Role
We are seeking a highly organized, detail-oriented, and proactive Senior Associate, Sales Operations & Enablement to support our Inside Sales organization across four offices. This role will be a critical partner to Sales Leadership, driving operational efficiency, enabling team success, and ensuring seamless execution of key processes and initiatives. Based in Toronto (4 days in office), this role requires a strong blend of analytical capability, process optimization, cross-functional collaboration, and communication skills.
Key Responsibilities
- Lead expense management processes for the Inside Sales team, including tracking, reporting, and optimization
- Identify and implement process improvements to enhance team efficiency and scalability
- Conduct regular audits across the Inside Sales team to ensure compliance, accuracy, and consistency
- Develop and maintain standardized processes, documentation, and best practices
- Support onboarding and training for new sales systems and tools (e.g., Salesforce)
- Lead onboarding process optimization and execution for new hires
- Deliver training sessions on systems, processes, and tools
- Partner with Marketing and Product Teams to support broader initiatives and adoption
- Build and maintain sales performance dashboards and reporting (Excel, Salesforce, PowerBI)
- Provide insights and analysis to Sales Leadership to support decision-making
- Ensure data integrity and consistency across reporting tools
- Draft and manage internal communications to support alignment and engagement
- Act as a central resource for the Inside Sales team, ensuring access to tools, resources, and information
- Liaise with internal stakeholders across BMO GAM (e.g., HR, Finance, Technology, Marketing)
- Support hiring processes including coordination, execution, tracking and candidate experience
- Help organize and maintain centralized resources and documentation for team efficiency
Qualifications
- Bachelor's degree in finance, business, data, or a related data field like cyber or data privacy (advanced MSc degree or certifications such as DCAM, CRISC, or CISA preferred)
- 3-5 years relevant experience in risk management, data governance, or regulatory oversight within a financial services or highly regulated environment
- Strong knowledge of risk management frameworks, regulatory expectations (e.g., BCBS 239, data governance principles), and control environments is essential
- Demonstrated ability to analyze complex data and processes, influence stakeholders, and communicate effectively across technical and non-technical audiences is required
- Experience in governance, reporting, and audit or regulatory engagement
Skills
- Strong proficiency in Excel, PowerPoint, Word, and Salesforce (advanced Excel skills preferred)
- Excellent organizational and project management skills with the ability to manage multiple priorities
- Strong analytical mindset with attention to detail and problem-solving abilities
- Exceptional communication skills (written and verbal)
- Experience supporting sales teams, sales operations, or enablement functions is preferred
- Ability to work independently while collaborating across teams and functions
- Comfortable operating in a fast-paced, evolving environment
Pay
- Salary range: $61,600.00 - $113,900.00
- Pay Type: Salaried
- 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.
Schedule
- Location: Toronto (4 days in-office required)
- Travel: Occasional travel required (10-20%)
Benefits
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans