What we do at Codat

Codat helps banks 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, and underwriting business loans.

We empower the world's largest banks to grow 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 commercially savvy, client-obsessed Account Manager to join Codat’s Growth team in New York. In this high-impact role, you will be responsible for

As part of our Go-To-Market strategy, you’ll lead strategic account growth and deliver hands-on client engagement across a portfolio of high-value banking relationships. For example, Codat works with many large banking institutions such as Amex, JP Morgan, and US Bank. You’ll collaborate cross-functionally with solutions engineers, implementation specialists, and customer success managers to drive client outcomes, renewals, and expansions.

If you’re energized by working with enterprise clients, excited about AI and fintech innovation, and thrive in fast-moving environments, we’d love to hear from you — even if your experience doesn’t match every bullet.

What You'll Be Doing

• Own and grow a portfolio of large banking clients, acting as their strategic partner and trusted advisor

• Build and maintain executive-level relationships across your accounts to unlock long-term value

• Work closely with cross-functional teams to deliver measurable outcomes, ensuring our clients realize the full value of their investment in Codat

• Identify, structure, and close commercial opportunities, including renewals and expansions, aligned to client goals and Codat’s revenue targets

• Collaborate with product and engineering teams to surface and champion client feedback, helping shape our roadmap

• Act as the voice of the client internally while managing day-to-day needs, escalations, and support loops effectively

• Deliver data-backed insights and value tracking that reinforce Codat’s impact at the executive level

What Makes a Great Account Manager at Codat

• Deeply client-focused, with the ability to build meaningful relationships and trust — especially with senior stakeholders at financial institutions

• Comfortable managing complex, multi-stakeholder accounts within large, matrixed organizations

• A strategic thinker and skilled communicator who can navigate both technical and commercial conversations

• A self-starter with a “get-it-done” mentality — you thrive in ambiguity and move quickly

• Highly commercially minded, with experience optimizing complex contracts and identifying revenue opportunities

• Motivated by delivering measurable client value, and ensuring clients know exactly what they’re getting out of Codat

• A team player who champions collaboration between clients and internal functions
  

What You’ll Bring to the Role

• Proven experience in Enterprise Account Management, preferably in B2B SaaS or fintech, with a focus on large financial institutions

• Demonstrated success managing senior stakeholders and navigating large organizations through multi-threaded relationships

• Strong verbal, written, and presentation skills, with the ability to clearly articulate business value to both technical and non-technical audiences

• Experience collaborating cross-functionally with product, engineering, and solutions teams

• Excellent organizational and time management skills, with the ability to juggle competing priorities across multiple clients

• A passion for AI, fintech, and helping large enterprises unlock new technology
  

Why Join Codat?

Codat is building the infrastructure for the future of small business finance. Our tools help banks and fintechs deliver faster, smarter, and more seamless services by unlocking the power of business data.

You’ll be joining a company that’s shaping how financial institutions engage with their clients — and we’re just getting started.