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Backbase

Senior Account Executive - Wealth & Private Banking

full-time•Atlanta

Summary

Location

Atlanta

Type

full-time

Experience

10+ years

Company links

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About this role

<p><strong>About Backbase</strong>&nbsp;</p> <p>Backbase creates the best digital solutions for financial institutions, enabling superior online and mobile customer experiences. As a global, diverse, fast-growing fintech company, we are committed to innovation in the digital banking world. With over 2,000 employees, we are scaling up and always looking for creative talent to push us further. At Backbase, you can come as you are and say it like it is. Join us for a journey instead of just a job!</p> <p>We are expanding our Sales team and offer opportunities for ambitious, strategic Sales Executives who thrive in a client-facing advisory role, specifically targeting Wealth Managers and Private Banks.&nbsp;</p> <p>Our one of a kind wealth and private banking suite allows our clients to leapfrog into the next generation of client and employee experience while streamlining their operations.</p> <p><strong>What You'll Do</strong></p> <ul> <li>Carry your own sales quota within the North America sales team, delivering digital transformation opportunities with net-new customers in the Wealth Management and Private Banking sectors.</li> <li>Set objectives based on your quota and plan accordingly to achieve targets, leveraging Backbase's leading solutions in this niche market.</li> <li>Build relationships and create opportunities with new and existing customers, focusing on enterprise SaaS software tailored for Wealth Managers and Private Banks.</li> <li>Work in a flexible, informal, and fast-paced environment that empowers you to grow as a sales professional.</li> <li>Report directly to the Regional Vice President of Sales.</li> </ul> <p>You will build close relationships with your customers to understand their business drivers and establish buy-in at all levels (sales management, delivery leads, and senior/executive management). Identify and qualify new sales opportunities with Wealth Managers and Private Banks, effectively running a sales cycle to reach and exceed your goals.&nbsp;</p> <p><strong>Who You Are</strong>&nbsp;</p> <p>The scope of the role includes:</p> <ul> <li>A quota-carrying role where you identify and close opportunities for Backbase business primarily with net-new customer accounts in Wealth Management and Private Banking.</li> <li>Manage and close large software agreements ($2M+ ARR).</li> <li>Forecast and manage net-new opportunities from identification to close.</li> <li>Lead customers towards value-focused digital strategies tailored for wealth management.</li> <li>Establish a trusted advisor role with wealth managers and private banking customers.</li> <li>Aggregate requirements from customers to craft business cases for investments in digital transformation.</li> <li>Support Backbase's goal of building leadership in digital solutions for wealth management.</li> </ul> <p><strong>How about you?</strong></p> <ul> <li>A bachelor's degree or equivalent experience.</li> <li>Deep understanding of the Wealth &amp; Private Banking industry and its way of working</li> <li>10+ years of experience in a quota-carrying role with a track record of exceeding quota.</li> <li>5+ years of experience in a quota-carrying role dealing with wealth managers or private banks. You have built an extensive network of industry contacts and know the space inside out.</li> <li>Ability to reverse engineer business objectives to reach your goals.</li> <li>Eagerness to solve complex problems for your customers.</li> </ul>

What you'll do

  • The Senior Account Executive will carry their own sales quota, focusing on delivering digital transformation opportunities in the Wealth Management and Private Banking sectors. They will build relationships with customers, identify new sales opportunities, and effectively manage the sales cycle.

About Backbase

Backbase is on a mission to put bankers back in the driver’s seat — fully equipped to lead the AI revolution and unlock remarkable growth and efficiency. At the heart of this mission is the world’s first AI-powered Banking Platform, unifying all servicing and sales journeys into an integrated suite. With Backbase, banks modernize their operations across every line of business — from Retail and SME to Commercial, Private Banking, and Wealth Management. Recognized as a category leader by Forrester, Gartner, Celent, and IDC, Backbase powers the digital and AI transformations of over 150 financial institutions worldwide. Founded in 2003 in Amsterdam, Backbase is a global private fintech company with regional headquarters in Atlanta and Singapore, and offices across London, Sydney, Toronto, Dubai, Kraków, Cardiff, Hyderabad, and Mexico City.

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Frequently Asked Questions

What does a Senior Account Executive - Wealth & Private Banking do at Backbase?

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As a Senior Account Executive - Wealth & Private Banking at Backbase, you will: the Senior Account Executive will carry their own sales quota, focusing on delivering digital transformation opportunities in the Wealth Management and Private Banking sectors. They will build relationships with customers, identify new sales opportunities, and effectively manage the sales cycle..

Is the Senior Account Executive - Wealth & Private Banking position at Backbase remote?

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The Senior Account Executive - Wealth & Private Banking position at Backbase is based in Atlanta, Georgia, United States. Contact the company through Clera for specific work arrangement details.

How do I apply for the Senior Account Executive - Wealth & Private Banking position at Backbase?

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You can apply for the Senior Account Executive - Wealth & Private Banking position at Backbasedirectly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.
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