Backbase · 2 months ago
Product Consultant (Commercial Banking)
United States
Full-time
Remote
Senior Level
5+ years expBackbase is a company specializing in digital banking solutions, and they are seeking a Product Consultant (Commercial Banking) to act as a subject matter expert in the US Commercial Banking domain. The role involves providing expert consultation and guidance during implementation projects, ensuring that digital banking solutions are effectively adapted to each bank’s operational context while supporting clients with product configuration, process design, and testing.
BankingDeveloper ToolsEnterprise SoftwareFinancial ServicesFinTechMobile AppsSaaSSoftware
Responsibilities
Provide expert consultation and guidance to clients and internal teams during implementation projects
Support clients with product configuration, process design, testing, and readiness for production
Work closely with project team members to align product capabilities with client needs
Support feature mapping and data migration from legacy systems
Ensure a smooth end-to-end implementation journey
Build strong relationships with clients to maximize platform value and drive successful outcomes throughout the project lifecycle
Drive product configuration, workflow alignment, and end-to-end delivery according to plan
Support client test planning and execution, ensuring coverage and quality throughout the testing cycle
Proactively identify gaps or risks during implementation and drive resolution to ensure project success
Maintain accountability for deliverables, timelines, and client satisfaction metrics
Demonstrate strong attention to detail and adherence to project governance, documentation, and internal reporting standards
Maintain accurate timesheets, follow delivery processes, and ensure compliance with internal policies and mandatory training
Apply structured delivery methodologies (Agile, Scrum, etc.) and promote best practices within the team
Build trusted relationships with key client stakeholders, serving as a main point of contact for functional and domain-related discussions
Communicate clearly and proactively with clients and internal teams to maintain transparency and alignment
Balance client expectations and internal feasibility, effectively managing dependencies and potential conflicts
Understand how implementation decisions impact the client’s commercial outcomes and Backbase’s value realization
Support internal teams by identifying opportunities for additional product adoption or optimization during delivery
Ensure activities are delivered within the agreed scope, time, and budget, maintaining financial hygiene
Collaborate closely with Business Analysts, Project Managers, Product Owners, and R&D to ensure a smooth implementation
Contribute to team learning by sharing best practices, lessons learned, and domain knowledge
Promote a culture of teamwork, inclusion, and mutual accountability
Act as a domain and product expert for the Commercial Banking solution, providing guidance on configuration, workflows, and data mapping
Support the creation and management of Requests for Feature (RFFs) and maintenance tickets, collaborating with R&D to ensure alignment
Ensure the solution delivered meets both client business needs and product best practices
Provide structured product knowledge sessions for internal and client stakeholders
Adhere to and champion Backbase delivery methodologies, ensuring consistent collaboration across teams
Participate actively in project ceremonies and governance meetings, documenting key decisions and next steps
Support change management activities and production readiness, ensuring smooth handover and client adoption
Continuously seek improvement in processes, communication, and delivery effectiveness
Qualification
Required
5+ years of experience in commercial or treasury management implementations, banking operations, or platform consulting role in Banking & Financial Services
Deep domain expertise in commercial banking (e.g., cash management, payments, deposits, loans, or treasury)
Strong experience supporting product configuration, testing, and process/workflow design in digital transformation projects
Proven ability to collaborate with cross-functional and client teams, influencing without authority
Ability to understand customer business needs and link them with deep platform expertise, contextualizing platform decisions for C-suite goals
Bachelor's degree or higher (Business, Finance, IT)
Professional working proficiency in English and the local language
Company
Backbase
Backbase builds AI-powered banking software that helps financial institutions modernize without replacing their core systems.
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
2026-01-22
Crowdfund Insider
2026-01-22
2026-01-20
Company data provided by crunchbase