Managing Director, Salesforce Ecosystem

At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID). About Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members: Impact in action: No matter where you are in the organization, you're empowered to make an impact in the lives of our clients and communities. Thrive together: We want you—the unique, authentic you—to feel safe and celebrated at work. We're on a continuous journey to build the most flexible and inclusive programs. Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development. About The Role As Managing Director - Salesforce Ecosystem, you will report to the Vice President, Technology Enablement. You will oversee strategic systems supporting client onboarding, origination and relationship growth via ATB’s core CRM & Account Origination applications. While your portfolio includes other tools, Salesforce and nCino expertise is critical to your success. Beyond technology, this role is accountable for building the strategy, governance, and delivery muscle to scale them across the enterprise. You will lead leaders and teams responsible for intake, solution design/architecture, engineering and delivery, quality, and release management, while partnering closely with business owners and key stakeholders to prioritize and deliver measurable outcomes. Accountabilities You will find success based on your ability to manage and deliver in the following areasService delivery & platform enablement (CRM & AO)

• Provide senior leadership and platform stewardship across the CRM & AO ecosystem, with Salesforce + nCino as the anchor platform capability.
• Provide technical leadership for our enterprise CRM and Lending program, focused on the full implementation and adoption of Salesforce across business lines
• Ensure predictable delivery through strong SDLC / DevOps discipline, release governance, quality gates, and operational readiness.
• Establish an operating model and team structure, integrated into existing enterprise systems, to support current implementation needs, with an eye to long-term operations
• Support value realization through clear KPI/benefits tracking, stakeholder engagement, and continuous improvement in close partnership with business stakeholders
• Curate and manage an eco-system of partners to draw on on-demand expertise and balance in-house needs versus cost/operational efficiency

Strategy & governance

• Establish and run a durable operating model across CRM & AO: decision rights, standards, design authority, and release readiness.
• Build trusted peer relationships and act as a strategic partner across lines of business and technology.
• Manage and optimize vendor and partner performance (e.g., Salesforce/nCino partners, adjacent ecosystem partners), including SOWs, service expectations, and outcomes.

Solution Architecture, risk, and resilience

• Sponsor platform solution architecture and design standards across Salesforce/nCino and the broader ecosystem to ensure scalability, auditability, security, and compliance.
• Balance speed and control ensuring regulatory, data, and operational risk expectations are met while improving cycle time and delivery throughput.

People leadership & team building

• Lead and develop leaders across delivery and operations; build internal bench strength augmented by an ecosystem of partners
• Shape a blended resourcing model (internal + partners) that increases throughput while maintaining accountability, quality, and sustainability.
• Build an internal/external talent pipeline for Salesforce and nCino expertise.

Key performance indicators / service level achievement (examples)

• The successful completion of remaining Salesforce/Ncino program phases, resulting in the full implementation across targeted business lines
• Roadmap predictability, cycle time, throughput, and planned vs unplanned work ratio
• Change quality (defect escape rate, change failure rate), stability, and incident trends
• Capacity & efficiency measures tied to onboarding/origination/CRM outcomes
• Governance performance (time-to-triage, decision turnaround, stakeholder satisfaction)
• Total cost of ownership (as a % of clients and revenue)

Skills, Experience & RequirementsAs the ideal candidate you possess:Must-have (Salesforce + nCino at the forefront)

• Significant senior leadership experience owning enterprise CRM / origination platforms, including leading leaders/managers.
• Deep expertise in Salesforce platform strategy, governance, and delivery in a complex environment (multi-team, high change volume, strong controls).
• Meaningful nCino experience (implementation and/or ongoing product/platform ownership), with understanding of lending/origination workflows and control expectations.
• Strong track record establishing operating models: intake/prioritization, portfolio management, architecture/design governance, QA/release management, and continuous improvement.

Highly valued (broader CRM & AO ecosystem)

• Experience modernizing legacy CRM/AO enterprise platforms, with a view to transition and retire
• Familiarity with adjacent tools supporting onboarding/origination/servicing (e.g., digital onboarding, broker lending portals, document/e-sign, workflow/orchestration tools).
• Financial services / banking experience and comfort operating within regulatory, audit, and security expectations.

Leadership & Execution Capabilities

• Ability to communicate complex technical topics to senior audiences and influence prioritization and investment decisions.
• Proven vendor/partner management experience (SOW negotiation, managed services governance, performance accountability).
• Strong systems thinking, delivery rigor, and ability to work in a fast-paced environment with competing priorities.

Don’t meet all the requirements on the list? A resume only goes so far in expressing who you are and the unique perspectives you bring. If you believe your skills and experience align with the role—but you might not check all the boxes—we want to hear from you. We encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply. If you’re seeking a career where your drive, perspective and growth are celebrated, we want to hear from you. We’re dedicated to building a workforce reflective of those within our communities, and a culture where our team members are equipped with what they need to succeed—their way. Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation. We are committed to meeting and exceeding the standards set out in the Partnership Accreditation in Indigenous Relations program created by the Canadian Council for Aboriginal Business. What happens next? If you are shortlisted, you’ll hear from us after the posting closes. Check out our How We Hire page to learn more about our hiring process. If you need any accommodations throughout this process, please let us know at talentteam@atb.com Stay in touch We’re excited that you’re interested in a career with ATB. Follow us on LinkedIn, Facebook and Instagram to learn more about what our team is up to.