Customer Success Manager

• Build deep, trusted relationships with the full range of bank users (sales, product and technical teams)
• Train, onboard, and coach frontline bankers to use Codat’s Insights solutions as part of their daily client workflow
• Ensure users understand the specific value of the Codat solution through training and resource creation
• Monitor adoption, usage trends, and connection growth and actively intervene where needed to keep momentum high
• Act as the owner of day-to-day success across all active bank rollouts
• Understand API structures and be able to communicate technical value of Codat solution
• Become the go-to partner and escalation point for users across your portfolio
• Anticipate friction before it becomes a problem and proactively guide users to success
• Run regular touchpoints, success reviews, and business outcomes sessions with bank teams
• Manage cross-functional coordination with bank ops, risk, product, and commercial teams
• Drive the expansion of connections across assigned users and teams, directly influencing Codat’s revenue growth
• Capture the lived reality of bank users, their day-to-day workflows, and their pain points.
• Translate insights into actionable feedback for product, engineering, design, data science, and leadership.
• Influence roadmap prioritization and long-term product strategy through real-world feedback loops.
• Advocate for the user and ensure our outputs meet the bar required for frontline success.
• Lead structured rollouts, including playbooks, training programs, and dashboards to track success.
• Drive consistency across banks while tailoring approaches to each bank’s unique internal structure
• Partner with Sales, Implementation, RevOps, GTM, and Product (project management) to deliver seamless end-to-end experiences

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