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 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.
A unique opportunity to help build our Insights products
Codat is best known for data connectivity — helping financial institutions and fintechs access the SMB data they need to serve their customers better. But we’re now building the next chapter of our platform with Insights products that require a completely separate go-to market motion and user persona focus. It’s not just about enabling teams to build on top of our APIs. It’s about delivering packaged, outcomes-led products that help customers make better decisions, move faster, and create value from day one.
As a Senior Solutions Engineer, you’ll play a key role in making this real. You’ll work closely with our Product, Engineering, and Go-To-Market teams to:
shape how our Insights products are understood, positioned, and sold
build demos and narratives that clearly communicate value
translate customer needs into product feedback and direction
help establish repeatable sales playbooks and scalable delivery patterns
support early customers and help turn learnings into momentum
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
Experienced n 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.
We’re in build mode. That means you won’t just support what exists — you’ll help define what comes next.
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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