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Enterprise Customer Success Manager

CodatUniversal API company
New York, United StatesMid
Sales & Account Management
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About the role

Manage and grow relationships with major commercial banks by driving adoption of Codat's financial insight solutions.

  • Codat is seeking an Enterprise Customer Success Manager to manage and grow relationships with the top forty commercial banks in the US and Canada.
  • You will drive user adoption of Codat’s Insights solutions, helping bankers deepen client relationships and grow revenue.
  • Key Responsibilities Train and coach frontline bankers on integrating Codat solutions into daily workflows.
  • Monitor adoption trends and proactively intervene to ensure high user engagement.
  • Act as a critical conduit between bank users and Codat’s product and engineering teams.
  • Requirements Experience in enterprise customer success, account management, or sales enablement within financial institutions.
  • Strong ability to build trust with senior leaders and frontline specialists.
  • Comfortable communicating technical concepts like API structures to non-technical audiences.

Tech stack

REST APIProject Management

Match insights

Tech:REST API, Project Management
Level:Mid