Codat · 1 week ago
Enterprise Customer Success Manager
New York, NY
Full-time
Onsite
Mid, Senior Level
$160K/yr - $225K/yrCodat is a company that helps banks and fintechs create stronger, data-driven relationships with their business customers. They are seeking an Enterprise Customer Success Manager to support and grow relationships with top commercial banks, ensuring user adoption of Codat’s Insights solutions and driving revenue growth through effective relationship management and product feedback.
Developer APIsFinancial ServicesFinTechSoftware
Responsibilities
Build deep, trusted relationships with the full range of bank users (sales, product and technical teams)
Train, onboard, and coach frontline bankers to use Codat’s Insights solutions as part of their daily client workflow
Ensure users understand the specific value of the Codat solution through training and resource creation
Monitor adoption, usage trends, and connection growth and actively intervene where needed to keep momentum high
Act as the owner of day-to-day success across all active bank rollouts
Understand API structures and be able to communicate technical value of Codat solution
Become the go-to partner and escalation point for users across your portfolio
Anticipate friction before it becomes a problem and proactively guide users to success
Run regular touchpoints, success reviews, and business outcomes sessions with bank teams
Manage cross-functional coordination with bank ops, risk, product, and commercial teams
Understand the bank’s revenue model, sales motions, and client lifecycle and tie Codat’s value directly into those flows
Drive the expansion of connections across assigned users and teams, directly influencing Codat’s revenue growth
Proactively identify opportunities to increase penetration, expand to adjacent teams, and grow share of wallet inside each bank
Capture the lived reality of bank users, their day-to-day workflows, and their pain points
Translate insights into actionable feedback for product, engineering, design, data science, and leadership
Influence roadmap prioritization and long-term product strategy through real-world feedback loops
Advocate for the user and ensure our outputs meet the bar required for frontline success
Lead structured rollouts, including playbooks, training programs, and dashboards to track success
Drive consistency across banks while tailoring approaches to each bank’s unique internal structure
Partner with Sales, Implementation, RevOps, GTM, and Product (project management) to deliver seamless end-to-end experiences
Qualification
Required
A proven operator in enterprise customer success, account management, sales enablement, or bank-facing roles
Deep experience working with large, complex financial institutions or enterprise-scale clients
Expert relationship-builder who knows how to win trust with senior leaders and frontline specialists
Comfortable with proactively reaching out to prospective users
Curious, empathetic, and obsessed with understanding how users actually work
Strong communicator who can simplify technical concepts and tailor them to any audience
Highly organized with a bias for action and a track record of delivering consistently high-quality execution
Excited by the idea of helping build a category-defining Insights platform for commercial banking
Preferred
Sales Engineering/technical account manager experience a plus
Company
Codat
Codat is a financial platform that builds integrated software for small business customers.
Founded in 2017
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$176.81MKey Investors
J.P. Morgan Growth Equity PartnersBanking Competition RemediesCapability and Innovation Fund
2022-06-08Series C· $100M
2021-10-22Grant· $6.88M
2021-06-30Series B· $46.12M
Leadership Team
Peter Lord
CEO
Recent News
Index Ventures
2025-12-08
Index Ventures
2025-12-08
2025-09-12
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