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.

The Role

We’re seeking a commercial, driven Enterprise Account Executive to spearhead Codat’s growth with Tier 1 banks, fintechs, and financial institutions. Reporting to the Head of Sales, you’ll be responsible for landing new business across our existing connectivity product suite (accounting automation and lending) while also leading the commercial efforts for a brand-new product line.

This is a high-impact role at the intersection of sales execution and product discovery. You will manage complex enterprise sales cycles, shape commercial strategy for our most innovative clients, and act as the voice of the market—feeding insights back to our product and strategy teams to influence Codat’s future roadmap.

Responsibilities

• Win new business: Own the full enterprise sales cycle from prospecting through to close, building multi-threaded relationships with senior stakeholders across Tier 1 fintechs, banks, and FIs.

• Drive adoption of Codat’s core products: Lead commercial conversations around our accounting automation and lending offerings, demonstrating clear ROI and building joint business cases.

• Champion our new product line: Partner with prospective clients to uncover needs, run discovery sessions, and translate their strategic goals into product requirements. Lead the early commercial motions, establish success criteria, and influence adoption.

• Shape the market narrative: Gather feedback and insights from client engagements to guide product strategy, positioning, and roadmap development. Act as the commercial voice of our customers internally.

• Lead complex deal cycles: Apply consultative selling methodologies (e.g. MEDDPIC, GAP Selling) to navigate multi-stakeholder decision processes, structure innovative commercial terms, and consistently deliver against ambitious targets.

• Collaborate cross-functionally: Partner with Solutions, Implementation, and Product to ensure seamless handoff and go-live, while setting clients up for long-term success.

• Establish thought leadership: Represent Codat in the market, evangelising our platform at industry events, panels, and executive briefings.

What makes a great Enterprise Account Executive at Codat

• Experienced enterprise sales executive in B2B SaaS, fintech, data, or API-led businesses.

• Proven track record of consistently meeting or exceeding new business targets with large, complex accounts.

• Strong commercial acumen—skilled in building business cases, structuring deals, and negotiating with C-level stakeholders.

• Familiarity with enterprise sales methodologies (MEDDPIC, GAP Selling) and ability to run disciplined, repeatable sales processes.

• Consultative, discovery-first mindset—able to uncover customer needs and translate them into compelling value propositions.

• Excellent communication and storytelling skills, able to articulate technical concepts in business terms.

• Experience selling into banks, FIs, or fintechs and understanding of financial services workflows is a strong plus.

• Background in selling API-first solutions within lending, payments, or accounting automation is advantageous.
  

Why Join Codat?

• Play a pivotal role in shaping and scaling a new business line while also selling a proven, high-demand product suite.

• Work with Tier 1 fintechs, banks, and financial institutions on their most strategic initiatives.

• Join a collaborative, ambitious team, guided by our core values: Useful, United, and Unstoppable.

• Be part of a high-growth scale-up backed by world-class investors.

• Execute a commercial strategy targeting the fastest-growing, most innovative financial institutions in the world.

Compensation Range: £80K - £110K