What are the responsibilities and job description for the Enterprise Account Executive - Banking position at Codat?
What we do at CodatCodat helps banks create stronger, data-driven relationships with their business customers. Our platform makes it easy for banks to access, synchronize, and interpret data from customers’ financial software, enabling critical use cases such as supplier onboarding for commercial card and virtual card programs, and underwriting business loans.We empower the world’s largest banks to grow share of wallet, reduce churn, and scale operations efficiently. Codat is backed by leading investors, including JP Morgan, Canapi Ventures, Shopify, Plaid, Tiger Global, PayPal Ventures, Index Ventures, and American Express Ventures.About This Role : Focus on Commercial Card Supplier EnablementThis role is dedicated to selling Codat’s supplier enablement solution to the top 30 North American banks, focusing on helping banks scale their commercial card and virtual card programs. You will drive the entire sales cycle—from identifying opportunities to closing high-impact deals with enterprise banking clients.In this strategically vital role, you’ll collaborate with cross-functional teams—including Product, Marketing, Solutions Engineering, and dedicated sales and support resources—to develop and deliver tailored solutions that address supplier onboarding challenges for commercial card programs. Your efforts will directly drive Codat’s growth in the commercial and virtual card space, creating lasting value for the company and our banking partners.What does the role entail ?This role will be focused on the whole spectrum of the sales cycle from unlocking new opportunities, through to development and eventually closing. You will work closely with a large cross section of our internal team including : Product, marketing, solutions and engineering to build workable solutions that solve a real problem for our potential clients.As the mouthpiece to our clients, Account executives have an important role to play in unlocking potential use cases we haven’t thought of yet, discovering client problems that we can solve and having the attitude and mindset to deliver results on greenfield sales opportunities.This role plays a strategically important part in our ability to open up opportunities with tier one Banks and this role is an opportunity to have significant impact in a high growth business. What you’ll bring to the teamExpert knowledge of the full sales lifecycle with enterprise software. Experience of selling to banks, and understanding the process of selling to multi stakeholder clients and how to get complex deals closed.Curiosity, you always want to know more to get to he heart of the issue and unlock opportunitiesAccountability, as an AE you take ownership for making things happen Team and client empathy- you work with our clients to understand their needs and work in close collaboration with your team to solve problems together. You recognise winning is a team effort. Natural interest in what we are solving, you recognise the impact Codat can have and want to be part of our growth journey.Key ResponsibilitiesSales Ownership : Own the full sales cycle, from prospecting and opportunity development to deal negotiation and closure.Strategic Targeting : Focus on building relationships with decision-makers at the top 30 North American banks.Use Case Development : Identify and develop supplier enablement use cases that align with banks' commercial card growth strategies.Cross-Functional Collaboration : Work with internal teams (Product, Solutions Engineering, Marketing) to deliver customized solutions that address client challenges.Client Advocacy : Act as the primary voice of the client, identifying unmet needs and feeding insights back to the product and leadership teams.Complex Deal Management : Navigate multi-stakeholder bank environments to drive complex, high-value enterprise deals to close.What You’ll Bring to the TeamEnterprise Sales Expertise : Proven experience managing the full sales lifecycle for enterprise software, particularly in banking or financial services.Banking Industry Knowledge : Deep understanding of selling to banks, including navigating multi-stakeholder environments and complex sales cycles.Curiosity & Problem-Solving : Natural curiosity to uncover client needs and innovate around use cases.Accountability : Strong ownership mindset—you take initiative and drive results.Collaboration & Empathy : Exceptional team player who works collaboratively with internal teams and builds strong relationships with clients.Mission Alignment : Passion for solving critical challenges in the banking sector and contributing to Codat’s growth journey.
