Strategic Account Executive
•Zip· 1d
💼 Sales⏰ Full-time⭐ Senior💰 $300k-350k🇺🇸 New York, USA
1d ago
Codat·about 2 months ago
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.
We’re seeking a commercial, driven Enterprise Account Executive to spearhead Codat’s growth with Tier 1 banks, fintechs, and financial institutions. Reporting to the Head of Sales, you’ll be responsible for landing new business across our existing connectivity product suite (accounting automation and lending) while also leading the commercial efforts for a brand-new product line.
This is a high-impact role at the intersection of sales execution and product discovery. You will manage complex enterprise sales cycles, shape commercial strategy for our most innovative clients, and act as the voice of the market—feeding insights back to our product and strategy teams to influence Codat’s future roadmap.
Win new business: Own the full enterprise sales cycle from prospecting through to close, building multi-threaded relationships with senior stakeholders across Tier 1 fintechs, banks, and FIs.
Drive adoption of Codat’s core products: Lead commercial conversations around our accounting automation and lending offerings, demonstrating clear ROI and building joint business cases.
Champion our new product line: Partner with prospective clients to uncover needs, run discovery sessions, and translate their strategic goals into product requirements. Lead the early commercial motions, establish success criteria, and influence adoption.
Shape the market narrative: Gather feedback and insights from client engagements to guide product strategy, positioning, and roadmap development. Act as the commercial voice of our customers internally.
Lead complex deal cycles: Apply consultative selling methodologies (e.g. MEDDPIC, GAP Selling) to navigate multi-stakeholder decision processes, structure innovative commercial terms, and consistently deliver against ambitious targets.
Collaborate cross-functionally: Partner with Solutions, Implementation, and Product to ensure seamless handoff and go-live, while setting clients up for long-term success.
Establish thought leadership: Represent Codat in the market, evangelising our platform at industry events, panels, and executive briefings.
Experienced enterprise sales executive in B2B SaaS, fintech, data, or API-led businesses.
Proven track record of consistently meeting or exceeding new business targets with large, complex accounts.
Strong commercial acumen—skilled in building business cases, structuring deals, and negotiating with C-level stakeholders.
Familiarity with enterprise sales methodologies (MEDDPIC, GAP Selling) and ability to run disciplined, repeatable sales processes.
Consultative, discovery-first mindset—able to uncover customer needs and translate them into compelling value propositions.
Excellent communication and storytelling skills, able to articulate technical concepts in business terms.
Experience selling into banks, FIs, or fintechs and understanding of financial services workflows is a strong plus.
Background in selling API-first solutions within lending, payments, or accounting automation is advantageous.
Play a pivotal role in shaping and scaling a new business line while also selling a proven, high-demand product suite.
Work with Tier 1 fintechs, banks, and financial institutions on their most strategic initiatives.
Join a collaborative, ambitious team, guided by our core values: Useful, United, and Unstoppable.
Be part of a high-growth scale-up backed by world-class investors.
Execute a commercial strategy targeting the fastest-growing, most innovative financial institutions in the world.