Commercial Banking Product Strategist

About This Role

This product strategist role focuses on shaping the data and insights modules that Codat's Banking Context Engine generates for banker users. It is an intersectional role that suits a deeply experienced commercial banking practitioner who will be the voice of the banker inside the product organization, working alongside the GTM team in conversations with large commercial banks.

Responsibilities

• Design actionable insights: Work hand in hand with Product Managers to deliver the substance of the insight modules the Banking Context Engine delivers, defining what signals matter across Treasury & Payments, FX, supply chain finance, working capital and lending, what a banker needs to see to act, and what "actionable" genuinely means in the context of a client conversation. You'll separate insights that generate fee revenue and deepen relationships from noise that erodes banker trust.
• Be the voice of the banker: Bring the daily reality of commercial bankers and treasury management officers into every product decision — coverage models, portfolio reviews, pre-call preparation, annual pricing conversations, cross-sell motions — so that what we build fits how banks actually work rather than how outsiders imagine they work.
• Consult into the product build: Actively collaborate with product and engineering teams as they build the Banking Context Engine and its MCP integration with Microsoft Copilot, translating banking domain knowledge into concrete requirements, evaluation criteria, and quality bars for generated insights.
• Support GTM as the banking SME: Join sales conversations, demos, and executive meetings with prospect and customer banks as the credible domain expert in the room. Support discovery by speaking the language of bank product heads, treasury management leaders and commercial banking executives, and help the GTM team pressure-test messaging against how banks really buy.
• Sharpen how banks measure value: Help build the ROI narratives that connect Codat's insights to outcomes banks care about — fee revenue growth from the existing book, expanded coverage without added headcount, and client retention against fintech encroachment.
• Build institutional knowledge: Codify what you know — banker workflows, product economics, org structures, buying dynamics — into reusable assets that raise the banking fluency of the whole company.

Requirements

• Substantial first-hand experience inside commercial banking — as a treasury management officer or sales/product lead, commercial relationship manager, or commercial product manager serving mid-market and SMB clients
• A working command of how commercial banks make money from operating relationships: treasury and payments fee structures, deposit economics, FX, card, supply chain finance and working capital products, and how these are priced, bundled and cross-sold
• Deep familiarity with how banks organize coverage — RM and TMO territory models, portfolio segmentation, call planning, and the practical constraints that determine whether a client gets proactive advice or none at all