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.
The Role
We’re looking for a high-impact Enterprise Account Manager to own and grow Codat’s most strategic client relationships. This is a revenue-first role focused on expansion, retention, and driving material commercial outcomes across a portfolio of global fintechs and financial institutions.
You’ll operate as a true account owner—leading complex deal cycles, unlocking cross-sell opportunities, and aligning Codat’s solutions to our clients’ biggest strategic bets. Combining sharp commercial instinct with executive-level stakeholder management, you’ll build deep partnerships that translate directly into revenue growth.
This role sits at the core of our growth engine—shaping how the world’s leading financial platforms scale with Codat.
Responsibilities
Own and grow a portfolio of enterprise accounts – build deep, multi-threaded relationships with senior stakeholders, aligning Codat to their highest-value strategic priorities.
Drive revenue expansion – identify, shape and close cross-sell and upsell opportunities, leading commercial negotiations and renewals to deliver consistent growth.
Lead complex deal cycles – operate as the quarterback across internal teams (Solutions, Product, Engineering, Marketing) to progress opportunities and land expansions.
Act as a strategic advisor – connect client objectives to high-impact use cases, challenging stakeholders and uncovering new ways to scale with Codat.
Use data to unlock growth – leverage usage and commercial insights to spot opportunities, strengthen adoption, and drive account expansion.
Own executive engagement & account strategy – run QBRs, maintain clear account plans, and manage senior stakeholder alignment to keep momentum on revenue outcomes.
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 and cross-sells with complex, multi-stakeholder accounts. Experience with sales methodologies like MEDDPIC, GAP selling and Challenger sales 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: Stay Curious, Progress Over Polish, and Own It.
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.
Top Skills
What We Do
Our mission is to make life easier for the lifeblood of economies globally; small and medium-sized businesses. Codat is a universal API for consented business financial data, powering the next generation of products and services for this historically underserved market. We have offices in London, New York, San Francisco, and Sydney. We are a privately held company, and have recently closed our Series B funding and are funded by Index Ventures, Tiger Global, American Express, PayPal and a line-up of world class angel investors.
Why Work With Us
We are a people-first company that not only values our relationships with our clients and partners, but our internal employees as well. We promote from within and pride ourselves on creating a diverse, yet inclusive environment where we can collaborate, create, strategize, and grow together. We work hard, play hard, and win big.
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