Backbase · 1 month ago
Commercial Banking Consultant
Atlanta, Georgia, United States
Full-time
Onsite
Mid LevelBackbase is a company that provides innovative solutions in the banking sector. The Commercial Banking Consultant will provide consultation on Treasury Management implementations and support clients in configuring and using Backbase products effectively.
BankingDeveloper ToolsEnterprise SoftwareFinancial ServicesFinTechMobile AppsSaaSSoftware
Responsibilities
Provide consultation to the bank on Treasury Management Implementations
Support product feature mapping conversation and adaptability to business by providing [US Commercial Banking] expertise to Backbase customers and internally
Support client on the configuration and process/workflow of the product
Assist the bank with their test plans and ensure test coverage
Collaborates with other project team members and organizational entities to identify and monitor issues, impacts and dependencies tied to implement the [US Commercial Banking] product for Backbase customers
Prepares and conducts informal and formal presentations - as needed
Contributes to the implementation change management process
Supports with Production readiness and testing
Assist client with issues raised during the testing cycle (both during and after Backbase implementation code completion)
Support/ perform mapping session with the client to transfer data from the clients legacy system into the Backbase system
Answering client questions: You'll need to promptly and accurately address inquiries, demonstrating a deep understanding of our products or services. This involves both providing information and troubleshooting issues
Offering solutions based on expertise: Beyond just answering questions, you'll proactively identify client needs and propose tailored solutions. This requires leveraging your knowledge to help clients optimize their use of our offerings and achieve their goals
Building strong relationships: You'll serve as a trusted advisor, building rapport and maintaining a positive, long-term relationship with each client. This involves understanding their unique challenges and acting as their advocate within the company
Providing ongoing support: Your role isn't just about one-off interactions. You'll be responsible for continuous engagement, checking in with clients, and ensuring their satisfaction and success over time
Attend client meetings (as needed) to fully understand customer needs and initial requirements
Collaborate with the project team to review and align on client requirements
Provide industry insights and best practices to inform the project's direction
Contribute to solution brainstorming, offering input on potential solutions, strategies and approaches
The Business Analyst (BA) leads refinement sessions, with the Implementation Consultant (IC) providing support and expertise
The BA and IC align on requirements and solutions before these sessions, ensuring a unified front when discussing with the client
Assist in creating RFFs, which document client requirements
Project team members can create tickets in Jira to capture and explain specific client needs. Ensure Business value is captured
Review RFFs against industry standards and best practices
Collaborate with the R&D team to refine RFFs, ensuring they align with our product roadmap and technical capabilities
Manage the progress of RFFs with R&D, acting as the primary liaison to ensure timely completion
Communicate all requirement updates or changes to the project team to maintain alignment and transparency
Create or convert RFFs into maintenance tickets as needed to address ongoing client requirements or issues
Qualification
Required
Provide consultation to the bank on Treasury Management Implementations
Support product feature mapping conversation and adaptability to business by providing [US Commercial Banking] expertise to Backbase customers and internally
Support client on the configuration and process/workflow of the product
Assist the bank with their test plans and ensure test coverage
Collaborates with other project team members and organizational entities to identify and monitor issues, impacts and dependencies tied to implement the [US Commercial Banking] product for Backbase customers
Prepares and conducts informal and formal presentations - as needed
Contributes to the implementation change management process
Supports with Production readiness and testing
Assist client with issues raised during the testing cycle (both during and after Backbase implementation code completion)
Support/perform mapping session with the client to transfer data from the clients legacy system into the Backbase system
Answering client questions: You'll need to promptly and accurately address inquiries, demonstrating a deep understanding of our products or services
Offering solutions based on expertise: Beyond just answering questions, you'll proactively identify client needs and propose tailored solutions
Building strong relationships: You'll serve as a trusted advisor, building rapport and maintaining a positive, long-term relationship with each client
Providing ongoing support: Your role isn't just about one-off interactions. You'll be responsible for continuous engagement, checking in with clients, and ensuring their satisfaction and success over time
Attend client meetings (as needed) to fully understand customer needs and initial requirements
Collaborate with the project team to review and align on client requirements
Provide industry insights and best practices to inform the project's direction
Contribute to solution brainstorming, offering input on potential solutions, strategies and approaches
Assist in creating RFFs, which document client requirements
Review RFFs against industry standards and best practices
Collaborate with the R&D team to refine RFFs, ensuring they align with our product roadmap and technical capabilities
Manage the progress of RFFs with R&D, acting as the primary liaison to ensure timely completion
Communicate all requirement updates or changes to the project team to maintain alignment and transparency
Create or convert RFFs into maintenance tickets as needed to address ongoing client requirements or issues
Company
Backbase
Backbase builds AI-powered banking software that helps financial institutions modernize without replacing their core systems.
Founded in 2003
1001-5000 employees
H1B Sponsorship
Backbase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (2)
2023 (1)
2022 (1)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
$127.43MKey Investors
Vietnam Maritime Commercial BankMotive Partners
2024-11-18Debt Financing
2022-06-09Private Equity· $127.43M
Leadership Team
Joost van Mook
Chief Commercial Officer (CCO)
Tim Rutten
CMO
Recent News
2025-12-01
Crowdfund Insider
2025-11-29
Company data provided by crunchbase