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 spend insights 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.
The Role
We’re looking for a strategic, commercially minded Senior Solutions Engineer to lead complex technical conversations and drive value throughout the sales and client lifecycle at Codat. Sitting at the intersection of technology and business, you’ll partner closely with sales, account management, implementation, product, and engineering to craft scalable, innovative solutions that solve real-world problems. This role is crucial to expanding Codat’s footprint with enterprise clients, influencing product direction, and opening new commercial pathways.
This is a high-impact, cross-functional role with significant influence over how we shape solutions, enter new markets, and deliver exceptional client experiences.
Nobody checks every box, and we don’t expect you to! If this role excites you, we encourage you to apply, even if your experience doesn’t perfectly align with every requirement.
Responsibilities
Lead Technical Discovery & Solution Design
Guide technical discovery sessions with senior stakeholders to understand their business models, data architectures, and growth objectives
Build and maintain deep expertise in Codat’s platform, APIs, SDKs, and data integration use cases.
Architect tailored, scalable solutions aligned to client needs—ensuring a smooth transition from discovery to deployment.
Drive Discovery, Usage Growth & Retention
Own the technical aspects of strategic account management—ensuring our most valuable clients are realizing full product value.
Lead expansion discovery within existing accounts, surfacing new use cases, workflows, and growth levers.
Proactively identify opportunities to deepen product adoption and build influence across stakeholder groups.
Contribute to Implementation & Onboarding
Partner with the Implementation team to ensure successful onboarding, helping design solution blueprints and advising on configuration.
Support early usage milestones and advise on go-live best practices for enterprise-scale deployments.
Act as a steady technical presence throughout the customer lifecycle—ensuring business continuity, scalability, and successful ramp-up.
Influence Product & Innovation
Capture nuanced customer feedback and market signals to influence product roadmap priorities.
Partner with product teams to test and validate new features, packaging concepts, or market entries.
Represent Codat’s technical vision in solution evangelism and strategic internal planning.
What makes a great Senior Solutions Engineer at Codat
7+ years in technical sales, solutions engineering, or consulting roles within high-growth B2B SaaS, ideally in fintech, payments, or data integration.
Proven track record supporting complex, multi-threaded deals with multi-year/multi-use case scope.
Strong solution architecture capabilities with hands-on experience designing or deploying APIs, SDKs, or embedded data services.
Excellent communication and storytelling skills—able to influence both technical and commercial stakeholders.
Experience advising product account management, and sales teams, and driving go-to-market or solution design strategy.
Passion for working in a fast-paced, collaborative environment with a strong sense of ownership.
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: Useful, United, and Unstoppable.
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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