Job Details
Job Description
What we do at Codat:
Codat helps banks, FIs and fintechs create stronger, data-driven relationships with their business customers. Our platform makes it easy for banks to access, synchronize, and interpret data from customers' financial software, enabling critical use cases such as accounting automation, underwriting business loans and building stronger commercial relationships leveraging customer business data.
We empower the world's largest financial institutions, banks, and fintechs to grow their share of wallet, reduce churn, and scale operations efficiently. Codat is backed by leading investors, including JP Morgan, Canapi Ventures, Shopify, Plaid, Tiger Global, PayPal Ventures, Index Ventures, and American Express Ventures.
About the Role:
We are looking for a standout Enterprise Customer Success Manager to support and grow our most important bank relationships across the top forty commercial banks in the United States and Canada. This role sits at the center of our Insights business and is critical to our success. You will work directly with the frontline users at the bank — treasury managers, commercial card sales specialists, FX brokers, relationship managers, and mid-market bankers — helping them embed Codat’s Insights solutions into their day-to-day workflows so they can deepen their client relationships, deliver better advice, and grow the bank’s revenue.
Your work directly impacts the atomic unit of our revenue model: user adoption and client connections. When bankers are trained, supported, and energized to use our integration and data products, they generate connections with their business clients, which drives meaningful outcomes for their clients and growth for the bank. This role is responsible for making that happen at scale.
You’ll be the trusted partner and frontline leader for users, ensuring their daily experience with Codat is exceptional, productive, and valuable. You’ll also be a critical conduit back into Codat, bringing the voice of the user, the voice of the banker, and the voice of the relationship manager into our product and engineering teams, helping us evolve what we build and how we deliver it.
This is a high-visibility, high-impact role that blends relationship management, commercial acumen, product depth, project management and frontline enablement. What You’ll Do
- Drive Adoption, Usage and Results
- Build deep, trusted relationships with the full range of bank users (sales, product and technical teams)
- Train, onboard, and coach frontline bankers to use Codat’s Insights solutions as part of their daily client workflow
- Ensure users understand the specific value of the Codat solution through training and resource creation
- Monitor adoption, usage trends, and connection growth and actively intervene where needed to keep momentum high
Act as the owner of day-to-day success across all active bank rollouts Understand API structures and be able to communicate technical value of Codat solution Frontline Relationship Management Become the go-to partner and escalation point for users across your portfolio Anticipate friction before it becomes a problem and proactively guide users to success
Run regular touchpoints, success reviews, and business outcomes sessions with bank teams
- Manage cross-functional coordination with bank ops, risk, product, and commercial teams
Revenue Impact and Growth Understand the bank’s revenue model, sales motions, and client lifecycle and tie Codat’s value directly into those flows
- Drive the expansion of connections across assigned users and teams, directly influencing Codat’s revenue growth
Proactively identify opportunities to increase penetration, expand to adjacent teams, and grow share of wallet inside each bank Voice of the User and Product Feedback Capture the lived reality of bank users, their day-to-day workflows, and their pain points. Translate insights into actionable feedback for product, engineering, design, data science, and leadership.
Influence roadmap prioritization and long-term product strategy through real-world feedback loops. Advocate for the user and ensure our outputs meet the bar required for frontline success. Operational, Program Excellence, and Project Management
- Lead structured rollouts, including playbooks, training programs, and dashboards to track success.
- Drive consistency across banks while tailoring approaches to each bank’s unique internal structure
Partner with Sales, Implementation, RevOps, GTM, and Product (project management) to deliver seamless end-to-end experiences
Who You Are:
A proven operator in enterprise customer success, account management, sales enablement, or bank-facing roles Deep experience working with large, complex financial institutions or enterprise-scale clients Expert relationship-builder who knows how to win trust with senior leaders and frontline specialists
Comfortable with proactively reaching out to prospective users Curious, empathetic, and obsessed with understanding how users actually work. Strong communicator who can simplify technical concepts and tailor them to any audience Highly organized with a bias for action and a track record of delivering consistently high-quality execution
Excited by the idea of helping build a category-defining Insights platform for commercial banking Sales Engineering/technical account manager experience a plus Why This Role Matters This role is one of the most strategically important positions in the Insights business. The person in this seat becomes the face of Codat to the day-to-day users who ultimately determine whether banks adopt our platform, drive connections, and deliver value to their business clients.
