Overview
On Site
Full Time
Skills
ARM
FOCUS
Financial Modeling
Roadmaps
Coaching
Thought Leadership
Messaging
Product Marketing
Collaboration
Apache Velocity
Sales
Operational Excellence
Ideation
Scalability
Digital Strategy
SaaS
Financial Services
Mentorship
Management
Finance
Business Cases
Return On Investment
Mapping
Facilitation
Decision-making
Design Thinking
Lean Startup
Agile
Communication
Adaptability
Fluency
English
French
Team Building
Google Tag Manager (GTM)
Banking
Partnership
Job Details
***Locations outside of Atlanta will be considered, with the expectation of travel when needed***
About the Role
We're building the strategic advisory arm of Backbase, sitting at the intersection of financial services and digital transformation. As a Principal Consultant, you will lead high-impact engagements with our most strategic clients-top-tier to mid-sized banks and credit unions-crafting value-driven transformation strategies enabled by the Backbase Platform.You are both a seasoned strategy consultant and a commercial thought partner. Your ability to turn executive conversations into actionable digital banking roadmaps and compelling business cases makes you a trusted advisor to CxOs.
What You'll Do
Executive Engagements & Value Strategy
Lead strategic customer engagements with a focus on digital transformation, articulating how Backbase drives business outcomes.
Craft compelling business cases and value narratives supported by financial modeling and executive-ready storytelling.
Facilitate workshops and discovery sessions to uncover business needs, define impact metrics, and co-create transformation roadmaps.
People Coaching & Team Development
Coach and mentor Digital Strategy Consultants in your region, nurturing their development and ensuring excellence in delivery.
Thought Leadership & Enablement
Stay on top of market trends in digital banking and share insights to influence both internal stakeholders and customer strategies.
Develop reusable frameworks, toolkits, and value messaging to scale the impact of the Value Consulting function across sales, customer success, and product marketing.
Commercial Collaboration
Partner closely with Sales, Solution Engineering, and Customer Success to shape strategic pursuits and drive deal velocity through value-based selling.
Translate complex business challenges into clear, differentiated value propositions aligned with Backbase's platform capabilities.
Operational Excellence
Own strategic projects from ideation to delivery, ensuring quality outcomes with measurable business impact.
Continuously refine consulting assets, benchmark libraries, and case studies to improve scalability and consistency.
Who You Are
10+ years of experience in digital strategy consulting, ideally from top-tier strategy firms or digital boutiques; experience in SaaS or financial services is a strong plus.
2+ years mentoring or managing strategy consultants or value engineers.
Proven expertise in building financial models, business cases, and ROI analysis with executive-ready deliverables.
Skilled in customer journey mapping, design-led workshops, and facilitating strategic decision-making at the C-level.
Deep understanding of customer-centric methodologies such as design thinking, lean startup, agile transformation, and ecosystem design.
Executive presence with excellent communication and storytelling skills-you command the room and simplify the complex.
Entrepreneurial mindset, intellectually curious, highly adaptable, and results-oriented.
Fluent in English (French is a plus) with a willingness to travel regionally or internationally as needed.
Why Backbase? This is not a traditional consulting role. You'll join a high-performing team building the strategic GTM layer of a category-defining platform company. You'll help shape how digital banking is reimagined globally-powered by value-first thinking and transformational partnerships.
About the Role
We're building the strategic advisory arm of Backbase, sitting at the intersection of financial services and digital transformation. As a Principal Consultant, you will lead high-impact engagements with our most strategic clients-top-tier to mid-sized banks and credit unions-crafting value-driven transformation strategies enabled by the Backbase Platform.You are both a seasoned strategy consultant and a commercial thought partner. Your ability to turn executive conversations into actionable digital banking roadmaps and compelling business cases makes you a trusted advisor to CxOs.
What You'll Do
Executive Engagements & Value Strategy
Lead strategic customer engagements with a focus on digital transformation, articulating how Backbase drives business outcomes.
Craft compelling business cases and value narratives supported by financial modeling and executive-ready storytelling.
Facilitate workshops and discovery sessions to uncover business needs, define impact metrics, and co-create transformation roadmaps.
People Coaching & Team Development
Coach and mentor Digital Strategy Consultants in your region, nurturing their development and ensuring excellence in delivery.
Thought Leadership & Enablement
Stay on top of market trends in digital banking and share insights to influence both internal stakeholders and customer strategies.
Develop reusable frameworks, toolkits, and value messaging to scale the impact of the Value Consulting function across sales, customer success, and product marketing.
Commercial Collaboration
Partner closely with Sales, Solution Engineering, and Customer Success to shape strategic pursuits and drive deal velocity through value-based selling.
Translate complex business challenges into clear, differentiated value propositions aligned with Backbase's platform capabilities.
Operational Excellence
Own strategic projects from ideation to delivery, ensuring quality outcomes with measurable business impact.
Continuously refine consulting assets, benchmark libraries, and case studies to improve scalability and consistency.
Who You Are
10+ years of experience in digital strategy consulting, ideally from top-tier strategy firms or digital boutiques; experience in SaaS or financial services is a strong plus.
2+ years mentoring or managing strategy consultants or value engineers.
Proven expertise in building financial models, business cases, and ROI analysis with executive-ready deliverables.
Skilled in customer journey mapping, design-led workshops, and facilitating strategic decision-making at the C-level.
Deep understanding of customer-centric methodologies such as design thinking, lean startup, agile transformation, and ecosystem design.
Executive presence with excellent communication and storytelling skills-you command the room and simplify the complex.
Entrepreneurial mindset, intellectually curious, highly adaptable, and results-oriented.
Fluent in English (French is a plus) with a willingness to travel regionally or internationally as needed.
Why Backbase? This is not a traditional consulting role. You'll join a high-performing team building the strategic GTM layer of a category-defining platform company. You'll help shape how digital banking is reimagined globally-powered by value-first thinking and transformational partnerships.
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.