175K–275K USD / year
Commercial Banking Product Strategist
ProductHybrid — New York
Published on 2026-07-09
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About this role
Codat is seeking a Commercial Banking Product Strategist to leverage extensive banking experience to inform product development. The role involves designing actionable insights for the Banking Context Engine and collaborating with product and engineering teams to ensure banking workflow requirements are met. You will engage with commercial banking executives to translate insights into improved banking strategies.
About the company
Codat is a financial data platform that helps fintechs and banks connect to customers' accounting, commerce, and banking systems.
What you'll do
- Design actionable insights for the Banking Context Engine
- Act as the voice of the banker in product decisions
- Consult into product builds with concrete requirements
- Support GTM as a banking subject matter expert
- Build ROI narratives connecting insights to bank outcomes
- Codify banking knowledge into reusable assets
What we're looking for
- First-hand experience in commercial banking
- Understanding of bank revenue generation
- Knowledge of commercial banking coverage models
- Ability to translate banking expertise into product requirements
- Credibility in front of senior bank executives
- Curiosity about AI-assisted banking workflows
Nice to have
- Experience with Microsoft Copilot
- Familiarity with AI tools in banking