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 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.
We are looking for a strategic and results-driven Senior Revenue Operations Manager to lead and optimize our commercial operations across two core business units at Codat. Reporting to commercial leadership, you will be a full-stack Rev Ops leader, driving the vision, strategy, and execution of processes that enhance revenue performance and operational efficiency. You'll leverage your expertise in data analysis, process optimization, and innovative technologies to drive results across sales, account management, implementation, customer success and solutions engineering. This is an opportunity to make an impact by building strategies that fuel growth and deliver exceptional value across the business.
Responsibilities
Strategic Impact:
Leverage analytical expertise to collate, analyze, and interpret commercial data, providing clear insights that drive informed decision-making across the business.
Partner closely with revenue leaders, finance, legal, and senior leadership to enhance operational efficiency, optimize performance, and elevate the capabilities of the commercial team and the broader organization.
Sales Process Design & Optimization:
Build and enhance our sales processes based on insights gained through data.
Identify gaps, and drive through progressive solutions from idea to delivery.
Review and optimize commercial agreements to ensure accuracy, compliance, and profitability.
Coach the team around the new solution or process, build reporting functionality to measure progress and run enablement sessions across the organization to ensure everyone knows what excellence looks like.
Build and enforce processes around sales methodologies like GAP selling and MEDDPIC.
Tech Stack Visionary:
Own our Salesforce instance and take responsibility for enhancements, coaching around best practices and generating insights.
Evaluate, implement and maintain the revenue tech stack at Codat. This includes SFDC, Hubspot, Apollo, Lucid, DocuSign, LinkedIn Sales Navigator.
This person will be responsible for staying on the forefront of new technologies, identifying gaps and inefficiencies in our process and uplevelling the organization through new technology solutions.
Leverage current and new AI solutions to streamline operations and maximize output.
Master of Data Storytelling:
Transform complex data into compelling narratives that drive strategic decisions and business growth.
Develop and maintain dashboards and reports that highlight key revenue metrics, providing actionable insights to sales, marketing, and customer success teams.
Effectively communicate trends, opportunities, and risks to senior leadership, empowering them to make data-driven decisions with confidence.
Champion Cross-Team Alignment
Act as the central point of alignment between sales, account management, legal and finance, ensuring seamless collaboration and data consistency across departments.
Act as a close partner to sales, account management and leadership, helping uncover blind spots and uplevel the way we operate.
Operational Management
Design, implement, and manage sales compensation plans that align with business objectives.
Analyze quota attainment data to assess and measure performance
Strategic & Tactical – Balances big-picture vision with hands-on execution
Data Fluent – Leverages data to guide decisions and optimize performance.
Process & Automation Focused – Builds scalable, efficient workflows.
Proactive Problem Solver – Anticipates challenges and implements solutions.
Collaborative Partner – Aligns cross-functional teams for seamless execution.
AI-First Mentality – Embraces AI tools to drive efficiency and insights.
Why Join Codat?
Opportunity to lead and shape our global commercial strategy across two key markets, U.K. and U.S., within a rapidly growing fintech company.
Collaborative and supportive work environment, driven by our core values: Useful, United, and Unstoppable.
Significant opportunity for career growth and development.
Build commercial strategy oriented around selling to the fastest growing, most innovative Banks and Fintechs in the world.
Work on a product suite that is changing the way that small businesses interact with financial services.
We offer a range of benefits including:
🥼 Healthcare- We provide private health insurance through vitality after probation.
🌴 Holiday- 25 days+ bank holidays - rising one day per year of service up to 30 days.
🧩 Equity - Success is a team game and everyone receive's a piece of the success
Perks:
We have a range of other perks available from: Cycle to work schemes, charitable giving, tech benefits etc
🏢 Where we work
We have an office in the Farringdon, London. We always encourage & recommend time spent in person with colleagues but provide the flexibility to make this work for you.
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At Codat, we're on a mission to empower banks to forge stronger, data-driven connections with their business customers. As a Senior Revenue Operations Manager based in London, your role is pivotal in optimizing our commercial operations across two core business units. You'll collaborate directly with our commercial leadership to shape the vision and execution of revenue-enhancing strategies that drive operational efficiency. If you're passionate about leveraging data to influence decision-making and improve performance across sales, account management, and customer success, this job is for you. Your analytical expertise will be essential to collate and interpret commercial data, revealing insights that help steer our business forward. You'll also be tasked with designing and refining sales processes, ensuring that our commercial agreements are not only compliant but also profitable. Managing our Salesforce instance and seeking out innovative tech solutions will be key to maximizing our operational potential. Your role will also involve creating compelling narratives from complex data, empowering senior leadership to make confident, informed decisions. In addition, you'll serve as the linchpin for cross-team collaboration, aligning efforts between sales, finance, and legal. Joining Codat means being a part of a supportive and collaborative environment, where your contributions can truly make a difference. We value strategic vision along with hands-on execution, and you're encouraged to embrace AI tools to drive efficiency. If you're ready to step into a role where you can lead and shape our global strategy while contributing to a pioneering product suite, we can't wait to hear from you!
The ideal candidate will enhance revenue operations by bridging marketing, sales, and customer success through data-driven strategies and tech solutions.
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