---
title: 'Commercial Banking Product Strategist at Codat'
canonical: 'https://feeny.ai/job/commercial-banking-product-strategist-codat-new-york-4jc9dbjhxfxy'
type: 'job'
last_seen: '2026-10-16'
---

# Commercial Banking Product Strategist at Codat

- **Company:** Codat
- **Location:** New York, NY
- **Compensation:** $175k–$275k
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-07-09
- **Last confirmed live:** 2026-10-16
- **Apply:** https://jobs.ashbyhq.com/codat/22f34bba-ab0e-41e3-abf0-98b948f73a6e

## Job description

## 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. Who are we looking for? 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.

## The Role

This role sits at a unique intersection between Product, GTM and strategy covering the following broad intersection.

- Design actionable insights: Work hand in hand with Product Managers to deliver the substance of the insight modules our Banking Context Engine delivers — defining what signals matter across Treasury & Payments, FX, supply chain finance, working capital and lending, what a banker needs to see to act, and what "actionable" genuinely means in the context of a client conversation. You'll separate insights that generate fee revenue and deepen relationships from noise that erodes banker trust.
- Be the voice of the banker: Bring the daily reality of commercial bankers and treasury management officers into every product decision — coverage models, portfolio reviews, pre-call preparation, annual pricing conversations, cross-sell motions — so that what we build fits how banks actually work rather than how outsiders imagine they work.
- Consult into the product build: Actively collaborate with our product and engineering teams as they build the Banking Context Engine and its MCP integration with Microsoft Copilot, translating banking domain knowledge into concrete requirements, evaluation criteria, and quality bars for generated insights.
- Support GTM as the banking SME: Join sales conversations, demos, and executive meetings with prospect and customer banks as the credible domain expert in the room. Support discovery by speaking the language of bank product heads, treasury management leaders and commercial banking executives, and help our GTM team pressure-test messaging against how banks really buy.
- Sharpen how banks measure value: Help build the ROI narratives that connect Codat's insights to outcomes banks care about — fee revenue growth from the existing book, expanded coverage without added headcount, and client retention against fintech encroachment.
- Build institutional knowledge: Codify what you know — banker workflows, product economics, org structures, buying dynamics — into reusable assets that raise the banking fluency of the whole company.

## What you'll bring to the team

- 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

## About Codat

## Company Overview
- **One-liner**: Codat provides an advisory intelligence platform that connects banks to real-time, standardized business financial data (ERP/accounting systems) to power lending, treasury, and commercial card solutions.
- **Entity Type**: Private (Series C)
- **Headquarters**: London, United Kingdom
- **Founded**: 2017
- **Founders**: Peter Lord (CEO)

## Core Business
- **Primary industry/industries**: Financial Services, Fintech, Data & Analytics, Banking Infrastructure
- **Target customers**: B2B, Enterprise (commercial banks, fintechs, business lenders, payment platforms)
- **Mission or purpose statement**: "Make life easier for the lifeblood of economies globally" by reshaping how banks understand their business customers through better data.

## Products & Services
- **Advisory Intelligence Platform**: A suite of products delivering forward-looking insights from real-time ERP/accounting data to commercial banking teams. Includes **Spend Insights** (identifies cardable supplier opportunities) and **Working Capital Insights** (reveals payment timing patterns and liquidity needs).
- **Codat API**: A standardized, two-way API connecting to major accounting, banking, and commerce platforms (e.g., QuickBooks, Xero, NetSuite). Used by fintechs and lenders for underwriting, portfolio monitoring, and automated data collection.
- **Bank Feeds**: A direct, persistent connection between banking and accounting software for automatic transaction reconciliation and real-time balance updates, reducing drop-off compared to open banking options.
- **Expense Management / AP Automation**: Connects to customer accounts payable systems to automate invoice processing, approvals, and payments.

## Market Standing
- **Valuation/Market Cap**: Not publicly disclosed.
- **Key Metric**: Total Funding of **$186.8M** (across 8 rounds). Annual Revenue estimated at **$6.5M** (LinkedIn estimate).
- **Notable Investors/Partners**: J.P. Morgan Growth Equity Partners (led Series C), Tiger Global Management, Amex Ventures, Index Ventures, PayPal Ventures, Shopify.
- **Growth Signals**: Powers over 350,000 connections to business financial systems; trusted by top fintechs and banks; launched a new "Advisory Intelligence" brand in 2026; offices in London, New York, San Francisco, and Sydney.

## Competitive Advantages
- **Standardized Data Model**: A single, unified schema across all major accounting and ERP platforms, eliminating months of custom integration work for clients.
- **Bank-Grade Security & Compliance**: ISO 27001 and SOC 2 Type II certified; uses Azure’s always-on encryption and availability zones; SAML SSO.
- **Two-Way Data Sync**: Read and write capabilities enable end-to-end automation (e.g., pushing payments back into accounting software).
- **Deep Institutional Backing**: Strategic investments from major banks (JPMorgan, Amex) and fintech platforms (PayPal, Shopify, Plaid) provide credibility and distribution.

## Strategic Focus
- **Advisory Intelligence for Commercial Banking**: Moving beyond raw data provision to deliver AI-powered, forward-looking insights (spend, working capital) that help banks become strategic advisors.
- **Deepening Bank Relationships**: Equipping treasury, commercial card, and lending teams with data-backed reports to drive revenue and cross-sell.
- **Scale and Reliability**: Maintaining enterprise-level uptime and expanding integration coverage to reduce maintenance burden for clients.

## Why Work Here
- **Culture**: Values-driven environment emphasizing "Progress over Polish," "Own It," and "Stay Curious." Described as a lean, close-knit team in build mode where every contribution matters.
- **Remote/Hybrid/Office**: Hybrid model with offices in London, New York, San Francisco, and Sydney. In the UK, lunch is provided when working from the office; US employees get complimentary lunches twice a week.
- **Notable Perks**: 25 days annual leave + 8 bank holidays; enhanced parental leave (18 weeks full pay for birthing parent); 4-week fully paid sabbatical after 4 years; equity for all employees; private medical insurance (UK) or comprehensive medical/dental/vision (US) via Justworks; life assurance.
- **Hiring Process**: 5-step process: Talent team call → First interview (hiring manager) → Task/presentation → Values interview (with CEO and General Counsel) → Offer. Offers an "Insiders Program" for candidates to chat informally with a team member.
- **Engineering Culture**: Modern REST APIs, webhooks, SDKs; strong focus on developer experience; technical team makes up ~38% of workforce.

## Sources
1. [codat.io](https://codat.io/)
2. [codat.io/careers](https://codat.io/careers/)
3. [LinkedIn](https://www.linkedin.com/company/codat-limited)
4. [Built In NYC](https://www.builtinnyc.com/company/codat)

## Other roles at Codat

- [Senior Data Engineer](https://feeny.ai/job/senior-data-engineer-codat-remote-hx2mt4n6xgwh)
- [Senior Data Engineer](https://feeny.ai/job/senior-data-engineer-codat-london-nq680w2p36md) — London, United Kingdom
- [Commercial Banking Product Strategist](https://feeny.ai/job/commercial-banking-product-strategist-codat-london-yhfrfmra29vt) — London, United Kingdom