What we do at Codat

Codat helps banks, FI's 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 supplier onboarding for commercial card and virtual card programs, accounting automation and underwriting business loans.

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.

The Role

We’re looking for a commercial, results-oriented Enterprise Account Manager to nurture and expand Codat’s largest, most complex client relationships. Reporting to Commercial Leadership, you will own the full post-sale lifecycle for an assigned portfolio of enterprise-scale customers—driving revenue growth, adoption, value-realisation, and retention. You’ll combine strong commercial acumen with deep product expertise and a consultative mindset, acting as the trusted advisor who links clients’ strategic objectives to Codat’s technology. This is a high-impact role that sits at the heart of our growth engine, shaping how global financial institutions and fintechs build on Codat to power their business banking propositions.

Responsibilities

• Own and grow a book of enterprise accounts – build multi-threaded relationships with senior stakeholders, aligning Codat’s roadmap to their strategic priorities and creating joint success plans.

• Be the strategic advisor – convert each client’s objectives into actionable adoption roadmaps, provide best-practice guidance and market benchmarks, and actively uncover fresh use-case opportunities. Hold stakeholders to their growth commitments, continually challenging them to reach and surpass their targets.

• Drive data-led insights – analyse usage trends and commercial metrics to deliver actionable recommendations that improve product adoption and unlock expansion opportunities.

• Lead seamless launches & expansions – orchestrate internal teams (Solutions Engineering, Implementation Product / Engineering, and Marketing) to deliver timely go-lives, usage milestones and upsell motions.

• Run the business rhythm – own QBRs, account plans, weekly checkpoints and executive escalations; coordinate cross-functional resources to maintain momentum and resolve issues.

• Champion the customer voice – capture feedback and advocate for product enhancements that maximise customer value and Codat’s competitive edge.

• Partner on commercial growth – identify, qualify and progress expansion opportunities, owning all cross-sells, upsells, commercial negotiations and renewals.

• Master the Codat platform – stay ahead of new releases and articulate their value to clients, ensuring they continuously realise the full potential of our technology.

What makes a great Enterprise Account Manager at Codat

• 5+ years in enterprise account management or commercial sales within B2B SaaS, data or fintech environments.

• Proven track record of driving expansion, cross-sells and renewals with complex, multi-stakeholder accounts. Experience with sales methodologies like MEDDPIC and GAP selling is a plus.

• Strong commercial acumen—comfortable interpreting data, building business cases and negotiating at C-suite level.

• Excellent project-leadership skills, able to coordinate cross-functional teams and manage multiple workstreams simultaneously.

• Outstanding communication & storytelling, with the ability to translate technical concepts into business value.

• Experience in designing and selling API-based solutions, especially within financial services, lending, or payments, is a plus

Why Join Codat?

• Work on a product suite that is changing the way that small businesses interact with financial services.

• Collaborative and supportive work environment, driven by our core values: Useful, United, and Unstoppable.

• Join a high-growth scale-up backed by tier-one investors.

• Execute on commercial strategy oriented around selling to the fastest growing, most innovative Banks and Fintechs in the world.