Senior Product Manager, Insights

Codat helps banks, FI's 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 supplier onboarding for commercial card and virtual card programs, accounting automation and underwriting business loans.

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.

We are seeking a Senior Product Manager to drive the vision, strategy, and execution of our Treasury Insights product. Reporting to the VP Product, you will be a full-stack product manager, responsible for shaping the product's future while ensuring its successful delivery and adoption.

The vision for the Insights domain is ambitious and expansive. The journey begins with Spend Insights, a product designed to help our bank partners improve their commercial card programs. By accessing and analyzing their clients' real-time accounts payable data, we can provide unprecedented intelligence to identify new revenue opportunities, accelerate virtual card adoption, and deepen client relationships. From this starting point, the roadmap broadens to tackle the most complex and valuable problems in commercial finance, working capital optimization, payables optimization, and FX management. This is an opportunity to build the products that will define the future of business banking.

This is a role for a product manager who is a master of their craft. We are explicitly prioritizing world-class product management skills, a rigorous approach to execution, and a high aptitude for learning over pre-existing domain expertise. The ideal candidate has a proven track record of shipping complex, data-intensive B2B products in a fast-paced environment and is driven by the challenge of solving hard problems.

• Proven experience as a Product Manager or Senior Product Manager in a B2B SaaS or platform environment.

• A demonstrated track record of successfully launching and scaling complex, data-intensive products from concept to market adoption.

• Experience building and shipping product for sales & commercial users.

• Experience working directly with a dedicated engineering team in an agile environment to deliver high-quality software.

• Own and drive the medium-term (1+ year) product vision and strategy for Treasury Insights, developing the product roadmap and conducting market research.

• Lead the end-to-end product lifecycle as a 'full stack PM', demonstrating exceptional execution by structuring ambiguous problems into executable plans and managing prioritization and technical trade-offs.

• Become a deep expert on US Commercial Banks and their clients by being customer-obsessed and conducting continuous discovery (e.g., interviews, usability tests) to understand user pain points.

• Translate complex user problems into clear, well-defined requirements, user stories, and acceptance criteria.

• Ground decisions in evidence by defining and tracking success metrics and KPIs, and reporting transparently on business impact and outcomes.

• Lead a dedicated product engineering team and excel at creating alignment across diverse stakeholders, from engineers to senior executives, holding ultimate accountability for roadmap delivery and product adoption.

• Partner with Go-to-Market teams (Sales, Marketing, Solutions Engineering) to ensure commercial success, owning internal enablement, training, and documentation.

• While experience in commercial banking or B2B payments is a strong plus, what is required is a deep intellectual curiosity and a demonstrated ability to quickly learn and master complex domains.