Senior Account Executive - Wealth & Private Banking

About Backbase 

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!

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. 

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.

What You'll Do

• 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.
• Set objectives based on your quota and plan accordingly to achieve targets, leveraging Backbase's leading solutions in this niche market.
• Build relationships and create opportunities with new and existing customers, focusing on enterprise SaaS software tailored for Wealth Managers and Private Banks.
• Work in a flexible, informal, and fast-paced environment that empowers you to grow as a sales professional.
• Report directly to the Regional Vice President of Sales.

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. 

Who You Are 

The scope of the role includes:

• 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.
• Manage and close large software agreements ($2M+ ARR).
• Forecast and manage net-new opportunities from identification to close.
• Lead customers towards value-focused digital strategies tailored for wealth management.
• Establish a trusted advisor role with wealth managers and private banking customers.
• Aggregate requirements from customers to craft business cases for investments in digital transformation.
• Support Backbase's goal of building leadership in digital solutions for wealth management.

How about you?

• A bachelor's degree or equivalent experience.
• Deep understanding of the Wealth & Private Banking industry and its way of working
• 10+ years of experience in a quota-carrying role with a track record of exceeding quota.
• 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.
• Ability to reverse engineer business objectives to reach your goals.
• Eagerness to solve complex problems for your customers.