Product Consultant (Commercial Banking)

Backbase•Atlanta, GA

41d

About The Position

As a Product Consultant (Commercial Banking), you are a subject matter expert and a trusted advisor in the US Commercial Banking domain. You provide expert consultation and guidance to clients and internal teams during implementation projects, ensuring our digital banking solutions are effectively adapted to each bank's business and operational context. Your role combines deep domain expertise with a hands-on implementation focus, supporting clients with product configuration, process design, testing, and readiness for production. You work closely with project team members to align product capabilities with client needs, support feature mapping and data migration from legacy systems, and ensure a smooth end-to-end implementation journey. You are a collaborative consultant who builds strong relationships, helps clients maximize platform value, and drives successful outcomes throughout the project lifecycle.

Requirements

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.

Responsibilities

Ensures implementation success by driving product configuration, workflow alignment, and end-to-end delivery according to plan.
Supports client test planning and execution, ensuring coverage and quality throughout the testing cycle.
Proactively identifies gaps or risks during implementation and drives resolution to ensure project success.
Maintains accountability for deliverables, timelines, and client satisfaction metrics.
Demonstrates strong attention to detail and adherence to project governance, documentation, and internal reporting standards.
Maintains accurate timesheets, follows delivery processes, and ensures compliance with internal policies and mandatory training.
Applies structured delivery methodologies (Agile, Scrum, etc.) and promotes best practices within the team.
Builds trusted relationships with key client stakeholders, serving as a main point of contact for functional and domain-related discussions.
Communicates clearly and proactively with clients and internal teams to maintain transparency and alignment.
Balances client expectations and internal feasibility, effectively managing dependencies and potential conflicts.
Understands how implementation decisions impact the client's commercial outcomes and Backbase's value realization.
Supports internal teams by identifying opportunities for additional product adoption or optimization during delivery.
Ensures activities are delivered within the agreed scope, time, and budget, maintaining financial hygiene.
Collaborates closely with Business Analysts, Project Managers, Product Owners, and R&D to ensure a smooth implementation.
Contributes to team learning by sharing best practices, lessons learned, and domain knowledge.
Promotes a culture of teamwork, inclusion, and mutual accountability.
Acts as a domain and product expert for the Commercial Banking solution, providing guidance on configuration, workflows, and data mapping.
Supports the creation and management of Requests for Feature (RFFs) and maintenance tickets, collaborating with R&D to ensure alignment.
Ensures the solution delivered meets both client business needs and product best practices.
Provides structured product knowledge sessions for internal and client stakeholders.
Adheres to and champions Backbase delivery methodologies, ensuring consistent collaboration across teams.
Participates actively in project ceremonies and governance meetings, documenting key decisions and next steps.
Supports change management activities and production readiness, ensuring smooth handover and client adoption.
Continuously seeks improvement in processes, communication, and delivery effectiveness.