Sr Manager, Offer Optimization - Personal and Business Banking

Application Deadline:

02/24/2025

Address:

320 S Canal Street

Job Family Group:

Customer Solutions

Offer Strategy & Optimization 

• Develop and implement a comprehensive offer strategy to optimize customer acquisition, engagement, and long-term value. 

• Develops long term (3-5 years) strategic recommendations to optimally position BMO and drive Personal and Business Banking Acquisitions 

• Continuously analyze offer performance across segments, seasons, products, and channels to identify opportunities for improvement. 

• Test and iterate new offer constructs to maximize effectiveness and meet business objectives. 

• Evaluate and refine existing offers to ensure they drive primacy and enhance customer relationships. 

• Provides subject matter expertise in the design, development, management, and implementation of new offers, from business case development through execution.  

• Works across BMO to deliver expected business results in alignment with overall acquisition goals. Assists in the development of strategic plans. 

• Helps determine business priorities and best sequence for execution of business / group strategy. 

• Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. 

• Implements changes in response to shifting trends. 

• Broader work or accountabilities may be assigned as needed. 

Data Analytics & Business Case Development 

• Partner with data analytics and marketing teams to build predictive models that estimate response rates and optimize offer targeting. 

• Develop and evaluate business cases for new offers, providing data-driven recommendations on their feasibility and potential impact. 

• Establish key performance indicators (KPIs) to measure the success of offers and adjust strategies based on insights. 

• Utilize customer insights, competitive intelligence, and market trends to inform offer development and enhancements. 

• Designs and produces regular and ad-hoc reports, and dashboards. 

Technology & Conditional Offer Engine Management 

• Oversee the development roadmap for the conditional offer engine, ensuring new capabilities align with business needs and growth objectives. 

• Work with technology teams to enhance offer personalization and automation capabilities, enabling real-time and data-driven offer execution. 

• Ensure seamless integration of new offer capabilities into digital and branch channels. 

• Leads or supports change management activities to coordinate strategic business development initiatives across business / groups and support offer implementation logistics. 

• May consult to or serve on various committees and task forces. Provides input into the planning and implementation of operational programs. 

• Identifies enablers and key issues prior to and during implementation of strategic business development initiatives and raises issues with stakeholders