Enterprise Client Success Manager
Apply NowCompany: Codat Limited
Location: New York, NY 10025
Description:
What we do at Codat
Codat 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.
The role
This role is dedicated to supporting the success of 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 be focused on building and maintaining relationships with these banking customers, understanding their needs and challenges and helping to build long term success.
Codat's banking clients have complex needs and multiple stakeholders, requiring a high-touch and personalized approach to championing usage and providing technical and product expertise in the post-sales process. This role is ideal for an individual with experience navigating large financial organizations.
You will act as a client liaison with our product, engineering and sales teams, and maintain regular contact with stakeholders.
Day to day responsibilities
For this role we are looking for someone with:
We have a tight knit team in the US and want to provide flexibility to work where you work best. For this role given the nature of partnering with team members across Codat and the close interaction with the sales team we recommend 3-4 days in the office per week.
Healthcare- we have a number of healthcare plans available through our benefits provder. Codat will contribute towards healthcare plans and the amount varies based on plan chosen.
401(k) we provide and contribute to your 401(k)
Codat 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.
The role
This role is dedicated to supporting the success of 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 be focused on building and maintaining relationships with these banking customers, understanding their needs and challenges and helping to build long term success.
Codat's banking clients have complex needs and multiple stakeholders, requiring a high-touch and personalized approach to championing usage and providing technical and product expertise in the post-sales process. This role is ideal for an individual with experience navigating large financial organizations.
You will act as a client liaison with our product, engineering and sales teams, and maintain regular contact with stakeholders.
Day to day responsibilities
- Build and maintain relationships with Codat's banking clients in the US
- Develop and implement customized plans and solutions to help the client achieve their business goals
- Provide ongoing support and guidance to the client
- Help improve documentation and build repeatable processes for client success
- Align Codat's leadership with key client stakeholders on a quarterly basis
- Maintain steady NDR across Codat's existing account base for US Banking
- Help clients achieve successful adoption through growth of ACCs and usage with each key accounts
For this role we are looking for someone with:
- Multiyear experience in enterprise customer success, ideally with experience supporting tier one banks or large financial institutions.
- Excellent experience with project planning and tracking milestones
- Strong relationship builder, able to de-escalate issues and be able to work in the best interests of both Codat and our clients simultaneously.
- Passion for building successful solutions
- Deep understanding of full customer lifecycle
We have a tight knit team in the US and want to provide flexibility to work where you work best. For this role given the nature of partnering with team members across Codat and the close interaction with the sales team we recommend 3-4 days in the office per week.
Healthcare- we have a number of healthcare plans available through our benefits provder. Codat will contribute towards healthcare plans and the amount varies based on plan chosen.
401(k) we provide and contribute to your 401(k)