About BackBase
One operating system where customers, employees, and AI agents work as one. 120+ banks run on Backbase. See how the Unified Frontline scales your operations.
About the role
As a Customer Consultant , you'll be the primary point of contact for clients, providing ongoing support and expertise. Your key responsibilities will include:
What they're looking for
- 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
More about this role
- 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
Backbase Customer Consultant
As a Customer Consultant , you'll be the primary point of contact for clients, providing ongoing support and expertise. Your key responsibilities will...
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