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 hiring a Senior Legal Counsel on a 14-month fixed-term contract. This is a hands-on, commercially focussed role at the heart of how Codat does business.
You’ll lead technology contract negotiations with our UK, US and Canadian financial institution clients - leading redlines, protecting deal velocity and acting as a trusted GTM partner. Alongside commercial work, you will continue building out our AI-enabled legal infrastructure to transform how legal services are delivered at Codat.
Responsibilities include:
Commercial contracting and ownership: draft, review and negotiate SaaS agreements with financial institution clients across the UK, US and Canada.
GTM partnership: embed with the Sales and Account Management team - join customer calls, work to quarter-end timelines, and help Account Executives and Account Managers close deals at pace.
AI enablement: create, implement and manage AI solutions that scale the legal function and enable the business to self-serve routine requests.
Product and partnership advice: Advise Product, Engineering and GTM on new products, features and partnerships - translating legal considerations into market-ready outcomes.
BAU legal and compliance: Handle day-to-day legal queries across a range of topics (such as data protection and employment), in a practical, business-aligned way.
What you’ll bring to the team:
Qualified solicitor (or equivalent) with at least 4 years’ PQE, gained in private practice or in-house.
Demonstrable hands-on experience negotiating enterprise SaaS terms/API agreements.
Commercial instinct: you have worked in a sales-led environment, you understand the pipeline and you are comfortable advising on commercial strategy, not just legal risk.
AI-native: you have designed, built and iterated on AI solutions (agents, automated review tools, intake systems) that allow the business to self-serve on routine work.
Strong knowledge of data protection principles as they apply to a B2B SaaS context.
Comfortable working autonomously at pace with minimal supervision. You are a clear, concise drafter who communicates in plain English and knows how to right-size advice.
Nice to haves:
Experience advising on cross-border commercial contracts across the UK, US and Canada.
Experience negotiating contracts with banks or regulated financial institutions — you understand how their legal and procurement functions operate, the risk frameworks they work within, and how to reach agreement efficiently.
Familiarity with the legal and regulatory considerations that come with serving regulated financial institution clients.
In-house experience at a tech or fintech start-up or scale-up: you are comfortable with ambiguity, iterating quickly and building processes where none exist.
Skills Required
- Qualified solicitor (or equivalent) with at least 4 years' PQE, gained in private practice or in-house
- Hands-on experience negotiating enterprise SaaS terms and API agreements
- Experience working in a sales-led environment and advising on commercial strategy
- Designed, built and iterated on AI solutions (agents, automated review tools, intake systems)
- Strong knowledge of data protection principles in a B2B SaaS context
- Comfortable working autonomously at pace; clear, concise drafting and plain-English communication
- Experience advising on cross-border commercial contracts across the UK, US and Canada
- Experience negotiating contracts with banks or regulated financial institutions
- Familiarity with legal and regulatory considerations for regulated financial institution clients
- In-house legal experience at a tech or fintech start-up or scale-up
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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