About Codat
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.
Who are we looking for?
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 Banking Context Engine generates for banker users. You will use these expertise in front of prospects and customers, working alongside our GTM team in conversations with some of the largest commercial banks in North America and the UK.
The Role
This role sits at a unique intersection between Product, GTM and strategy covering the following broad intersection.
Design actionable insights: Work hand in hand with Product Managers to deliver the substance of the insight modules our Banking Context Engine delivers — defining what signals matter across Treasury & Payments, FX, supply chain finance, working capital and lending, what a banker needs to see to act, and what "actionable" genuinely means in the context of a client conversation. You'll separate insights that generate fee revenue and deepen relationships from noise that erodes banker trust.
Be the voice of the banker: Bring the daily reality of commercial bankers and treasury management officers into every product decision — coverage models, portfolio reviews, pre-call preparation, annual pricing conversations, cross-sell motions — so that what we build fits how banks actually work rather than how outsiders imagine they work.
Consult into the product build: Actively collaborate with our product and engineering teams as they build the Banking Context Engine and its MCP integration with Microsoft Copilot, translating banking domain knowledge into concrete requirements, evaluation criteria, and quality bars for generated insights.
Support GTM as the banking SME: Join sales conversations, demos, and executive meetings with prospect and customer banks as the credible domain expert in the room. Support discovery by speaking the language of bank product heads, treasury management leaders and commercial banking executives, and help our GTM team pressure-test messaging against how banks really buy.
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.
What you'll bring to the team
Substantial first-hand experience inside commercial banking — as a treasury management officer or sales/product lead, commercial relationship manager, or commercial product manager serving mid-market and SMB clients
A working command of how commercial banks make money from operating relationships: treasury and payments fee structures, deposit economics, FX, card, supply chain finance and working capital products, and how these are priced, bundled and cross-sold
Deep familiarity with how banks organize coverage — RM and TMO territory models, portfolio segmentation, call planning, and the practical constraints that determine whether a client gets proactive advice or none at all
The ability to translate domain expertise into product requirements: you can tell a product team precisely why an insight will or won't land with a banker, and articulate what would change that
Credibility and composure in front of senior bank executives — you have sat across from (or been) the heads of treasury management, commercial banking or product at a significant institution, and can hold that room
Genuine curiosity about AI-assisted banking workflows — familiarity with copilot-style tools (e.g. Microsoft Copilot) and an informed point of view on where AI genuinely helps bankers.
Comfort operating in a fast-moving scale-up with significant opportunity to influence our future success