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About the Role
Help banks and credit unions put AI to work by improving customer service, equipping frontline teams, and automating banking workflows through Conversational and Agentic AI. This is a quota-carrying role focused on building Backbase's Agentic Banking business in North America.
Responsibilities
- Create and own your pipeline by building targeted account plans and opening doors through outbound and executive engagement.
- Work with BDRs, Marketing, and partners to turn business problems into qualified opportunities.
- Earn executive trust by building relationships across business, technology, operations, and risk.
- Understand customer priorities, decision processes, and investments to shape a credible AI roadmap.
- Sell measurable value by identifying specific workflows worth changing and building business cases.
- Lead complex deals, including qualification, stakeholder alignment, proposals, negotiation, and close plans.
- Make validations count by agreeing on sponsor, scope, success criteria, production economics, and decision dates before paid validation begins.
- Coordinate prepared onboarding with technical teams and lead the commercial path into production.
- Grow customer usage by identifying realized value and next commercial opportunities using adoption, workflow performance, and consumption data.
- Build the playbook by working closely with Solutions, Product, and Delivery to qualify feasibility and commitments.
- Turn customer feedback, wins, and losses into better offers, repeatable workflows, and actionable product priorities.
Requirements
- Proven enterprise seller with a record of creating enterprise opportunities, developing executive access, and converting opportunities into revenue.
- Experience closing complex six- and seven-figure agreements and consistently delivering against quota.
- Commercially sharp and fluent in the product, able to explain workflow operations, identify integration dependencies, and recognize where specialist validation is needed.
- Comfortable selling into financial institutions or similarly regulated enterprises, navigating procurement, security reviews, executive scrutiny, and competing stakeholder priorities.
- Prepared, persistent, and thorough with a strong work ethic, understanding the customer's business, following through on commitments, and addressing difficult issues early.
- Able to build through ambiguity, develop opportunities before a finished playbook exists, learn quickly from setbacks, and bring recommendations when decisions are needed.
- A strong colleague who shares information, gives credit, and leads cross-functional deal teams without relying on reporting lines.
- Takes responsibility for commercial progress and escalates constraints early.
- Effective user of AI tools for research, preparation, outreach, and deal execution, verifying output and reinvesting time saved in customer understanding and relationships.
- Experience selling enterprise AI, conversational or voice technology, customer experience platforms, or workflow automation is especially relevant.
- Experience taking a new offering from validation into production is a strong advantage.
- Travel across North America is part of the role.
Skills
- Enterprise Sales
- Pipeline Creation
- Account Planning
- Outbound Sales
- Executive Engagement
- Business Development
- Relationship Building
- Value Selling
- Complex Deal Management
- Negotiation
- Forecasting
- Product Knowledge
- AI Technology
- Conversational AI
- Agentic AI
- Workflow Automation
- Customer Experience Platforms
- Financial Services Sales
- Regulated Enterprise Sales
- Cross-functional Team Leadership
- AI Tool Utilization
Location
- North America
Work Type
- Full-time
- Travel
Experience Level
- Enterprise Seller
- Proven track record
About the Company
- Backbase is building its Agentic Banking business in North America.
- The company has established banking relationships.