Codat
Commercial Banking Product Strategist
New York
Sponsorship not specifiedDetected 13 days ago
Supply ChainShopify
About the role
- This role sits at a unique intersection between Product, GTM and strategy covering the following broad intersection.
- You'll separate insights that generate fee revenue and deepen relationships from noise that erodes banker trust.
- 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
Responsibilities
- 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.
- 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 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.
- 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.
Requirements
- 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
- Comfort operating in a fast-moving scale-up with significant opportunity to influence our future success
- you can tell a product team precisely why an insight will or won't land with a banker, and articulate what would change that
- 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
Compensation
- 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.
Company info
- 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.
- 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.
This listing is sourced directly from Codat's careers page and normalized into a canonical job model.