Backed by Index.
About the role
We are looking for a deeply experienced commercial banking practitioner to join Codat as we build the Advisory Intelligence layer for commercial banking. You will be the voice of the banker inside our product organization — the person who knows, from years of first-hand experience, how relationship managers and treasury officers actually serve their clients, where the revenue lives in a commercial banking book, and what an insight has to look like before a banker will act on it.
What they're looking for
- The Role
- This role sits at a unique intersection between Product, GTM and strategy covering the following broad intersection
- Sharpen how banks measure value: Help build the ROI narratives that connect Codat's insights to outcomes banks care about — fee revenue growth from the existing book, expanded coverage without added headcount, and client retention against fintech encroachment
- Build institutional knowledge: Codify what you know — banker workflows, product economics, org structures, buying dynamics — into reusable assets that raise the banking fluency of the whole company
More about this role
Codat is an advisory intelligence solution purpose-built for modern commercial banking. Through rich, specialized data, forward-looking insights, and integrated workflows, Codat empowers banking teams to deepen their relationships, grow their revenue, and simplify their day-to-day work.
Founded in 2017 and backed by JPMorgan, PayPal, Amex, Plaid, and Shopify, Codat has successfully powered over 350,000 connections to business customers’ financial systems — and is trusted by industry leaders to turn scattered information into actionable, strategic advantages in real time, every time.
We are looking for a deeply experienced commercial banking practitioner to join Codat as we build the Advisory Intelligence layer for commercial banking. You will be the voice of the banker inside our product organization — the person who knows, from years of first-hand experience, how relationship managers and treasury officers actually serve their clients, where the revenue lives in a commercial banking book, and what an insight has to look like before a banker will act on it. This is a product subject matter expert role first and foremost: you will shape the data and insights modules that Codat's...
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