Senior Product Marketing Manager & Marketing Team Lead

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 their 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

We’re hiring a Senior Product Marketing Manager & Marketing Lead to own product marketing for Spend Insights and lead a 4-person marketing team across customer lifecycle campaigns, content marketing, events, and outbound (business development). This is a player-coach role. You’ll be (1) the dedicated product marketer for our most strategic solution and (2) the senior leader of our high-impact team that spans the full marketing mix.

This role is focused less on broad demand generation and more on understanding, engaging, and nurturing our target list of the top 50 commercial banks that are central to our business success. You’ll work closely with product, sales, and customer teams to position our solution effectively and drive measurable growth through strategic, targeted initiatives.

PMM

As the dedicated PMM for our Insights product line, you’ll own the full product marketing lifecycle, from deep market research and positioning to go-to-market strategy, enablement, and adoption. You'll be a trusted partner to Product, Sales, and Revenue Strategy, playing a key role in shaping how Codat grows within the Commercial Banking space.

We’re looking for a seasoned product marketer with a sharp storytelling instinct, a strong sense of customer empathy, and fluency in commercial banking. Our initial products and marketing position are focused on Treasury, Payments and Commercial Cards. You'll help shape how we speak to commercial banks, collaborate across functions to drive product adoption and outcomes, and help build a distinct brand narrative that positions Codat as the insights platform for bankers, not just for banks.

Marketing Lead

This is a unique opportunity to lead a growing function with a strong marketing team already in place. You’ll manage a team of four and partner closely with Sales, Customer Success, and Product to deliver real impact across the entire customer lifecycle—from initial outreach to post-sale adoption and long-term expansion.

You’ll also play a key role in the strategic direction of the Marketing team. Responsibilities include:

• Continuing to build out and refine Codat’s marketing strategy

• Owning and allocating annual marketing budget

• Reporting on ROI and marketing performance to the board

• Typical team management responsibilities: weekly team meetings, 1:1s and coaching

• Collaborating with the team to workshop and execute creative marketing initiatives across the sales funnel

This role is perfect for someone who’s eager to roll up their sleeves, lead with vision, and help shape the future of Codat’s go-to-market motion.

Your Responsibilities

Product Marketing (Individual Contributor Responsibilities)

1. Messaging & Positioning

• Own the messaging hierarchy and value proposition for Spend Insights and future banking insight solutions.

• Distill complex technical capabilities into clear, differentiated narratives for multiple Bank personas (e.g. Heads of Treasury, Commercial Card Leaders, Product and Data teams).

• Collaborate with Marketing and GTM to develop a distinct and credible brand for Codat in commercial banking.

• Partner with the Marketing team on content and campaigns targeting front-line teams.

2. Market Intelligence & Customer Voice

• Conduct ongoing market analysis across commercial banking data, spend intelligence, fintech infrastructure, bank buying behaviors and regulatory trends.

• Understand the competitive landscape: regularly analyze competitors’ strengths and weaknesses to position Codat’s product effectively and identify areas for improvement or differentiation.

• Work closely with Sales to capture field insights, proactively address competitor objections, and enhance the sales process through high-impact marketing materials and compelling client business cases.

• Build your own, direct customer relationships with clients and users in order to support both market intelligence and sales support.

• Support Codat’s Product Advisory Board (2x per year), creating strong relationships with key prospects and clients to drive effective product feedback process

• Influence roadmap prioritization by bringing the voice of the customer and market opportunities to Product.

3. Launch & Lifecycle Marketing

• Lead product launch planning, including internal enablement, external communications, and sales collateral.

• Work cross-functionally to bring new features and use cases to market.

• Own the packaging, positioning and pricing story in partnership with Product and Revenue Strategy.

• Drive post-sale adoption marketing programs that influence usage and expansion.

4. Enablement & Sales Support

• Deliver onboarding and continuous training for Sales, Account Management, and Customer Success.

• Develop and maintain high-impact collateral - pitch decks, solution sheets, case studies, persona frameworks, objection-handling guides.

• Support RFPs, pilots, and strategic deals with tailored narratives and proof points.

Marketing Team Leadership (People Leadership Responsibilities)

1. Marketing Leadership

• Lead a high-performing, commercially focused marketing team across four key marketing functions:

  • BDR - outbound pipeline generation

  • Campaign Manager - ABM / PBM, full-funnel demand gen, client<>customer adoption

  • Events Manager - field marketing and executive roundtables

  • Content Manager - thought leadership, press, blogs, case studies, video, product content

2. Cross-Functional Leadership & Strategic Collaboration

• Act as the marketing voice in GTM strategy, working closely with Sales, Customer Success, and Account Management leadership to align marketing activities with commercial priorities and frontline feedback.

• Participate in company-wide strategic planning, representing marketing’s role in growth, customer adoption, and long-term brand development in executive and cross-functional forums.

What Success Looks Like

• Codat is recognized as the go-to platform for commercial banking teams serving SMBs.

• Spend Insights has a consistent, effective message across all touchpoints, from marketing site to enterprise sales decks.

• Adoption and usage of Spend Insights are growing across key accounts.

• Marketing team is delivering high-quality programs with clarity, speed, and alignment to commercial priorities.

What We’re Looking For

• Experienced Product Marketing manager in B2B SaaS or fintech.

• Experince with People Leadership or Program Management

• Demonstrated success owning messaging, product launches, enablement, and adoption.

• Strong familiarity with commercial banking (e.g., Treasury, Cards, FX, RMs) or experience marketing to financial institutions.

• Understanding of enterprise sales cycles is desirable.

• Exceptional communicator - comfortable translating technical features into executive-ready narratives.

• A hands-on team leader who enjoys rolling up their sleeves and owning outcomes from strategy through execution.