Commercial Banking Product Strategist

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.

We are looking for a deeply experienced commercial banking practitioner to join Codat as we build the Advisory Intelligence layer for commercial banking. You will be the voice of the banker inside our product organization — the person who knows, from years of first-hand experience, how relationship managers and treasury officers actually serve their clients, where the revenue lives in a commercial banking book, and what an insight has to look like before a banker will act on it. This is a product subject matter expert role first and foremost: you will shape the data and insights modules that Codat's Banking Context Engine generates for banker users. You will use these expertise in front of prospects and customers, working alongside our GTM team in conversations with some of the largest commercial banks in North America and the UK.

• Substantial first-hand experience inside commercial banking — as a treasury management officer or sales/product lead, commercial relationship manager, or commercial product manager serving mid-market and SMB clients

• A working command of how commercial banks make money from operating relationships: treasury and payments fee structures, deposit economics, FX, card, supply chain finance and working capital products, and how these are priced, bundled and cross-sold

• Deep familiarity with how banks organize coverage — RM and TMO territory models, portfolio segmentation, call planning, and the practical constraints that determine whether a client gets proactive advice or none at all

• The ability to translate domain expertise into product requirements: you can tell a product team precisely why an insight will or won't land with a banker, and articulate what would change that

• Credibility and composure in front of senior bank executives — you have sat across from (or been) the heads of treasury management, commercial banking or product at a significant institution, and can hold that room

• Genuine curiosity about AI-assisted banking workflows — familiarity with copilot-style tools (e.g. Microsoft Copilot) and an informed point of view on where AI genuinely helps bankers.

• Comfort operating in a fast-moving scale-up with significant opportunity to influence our future success