Commercial Banking Product Strategist

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 ho…