Enterprise Client Success Manager

Codat Ltd • New York, NY

268d • $144,000 - $200,000

About The Position

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. 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.

Requirements

• 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 work in the best interests of both Codat and our clients simultaneously
• Passion for building successful solutions
• Deep understanding of full customer lifecycle

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

Benefits

• Flexible work environment with 3-4 days in the office per week
• Healthcare plans available with contributions from Codat
• 401(k) plan with contributions from Codat

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level