Solutions Lead - Lending & Insurance

What we do at Codat

Our mission is to make life easier for the lifeblood of economies globally; small and medium-sized businesses. Codat is a universal API for consented business financial data, powering the next generation of products and services for this historically underserved market.  
We have offices in London, New York, Sydney, and a San Francisco office will be opening soon. We are a privately held company and have recently closed our Series B, being funded by Index Ventures, Tiger Global, American Express, PayPal and a line-up of world-class angel investors.
We live by our values of being united as a single team, building a product that is useful to our clients and their customers alike, with a focus and urgency that makes us unstoppable.

What you will be doing

The Solutions Lead is responsible for defining and scaling a team that will provide solutions services to Codat’s prospects and clients in the lending and insurance spaces. This includes everything from traditional lenders, banks and insurances organizations to rising fintechs and neo-banks.

Our Solutions team manage all aspects of the technical relationship with our rapidly growing portfolio of clients. Alongside team management responsibilities you will draw upon your client facing skills and technical knowledge to help clients successfully adopt Codat’s products.

Partnering with our commercial team during the pre-sales process you’ll demonstrate the value of Codat to prospective clients and develop a complete understanding of their business needs. You’ll be responsible for building solution proposals to best solve their requirements, proactively overcome technical objections and gather client feedback and feature requests.

Post-sales, throughout implementation you’ll develop relationships with technology stakeholders to understand their processes and goals. You’ll provide technical guidance and best practices to help clients accelerate their journey to integrate with our platform and optimize their business processes to ensure they continue to derive the maximum value from Codat.


  • Develop and support a team of highly motivated solutions engineers, including continuous coaching, training and recruitment to ensure overall team success
  • Work closely with clients to understand their business requirements to help design solutions to ensure they get the most value from our platform
  • Become a recognized expert in our product offering and develop sector expertise to ensure we are always promoting the best solutions
  • Use your previous technical experience to answer technical implementation questions, test out proposed solutions via our API and help clients troubleshoot integrations alongside our Support team
  • Confident presenting and leading demos, user training and workshops to both business and technical stakeholders
  • Own the creation of technical documentation including solution proposals and guides to ensure our clients have clarity on how to use and implement Codat
  • Capture client feedback, feature enhancements and priorities – partnering with our Product and Engineering teams to consult, track and manage delivery and client communication
  • Excellent time management and organization skills to manage multiple clients
  • Own and manage the client lifecycle from onboarding to go live
  • Develop and maintain long-term relationships with our clients to ensure visibility of their business priorities and continuously advocate Codat’s value proposition

Our values

No matter what we are doing, whether we’re speaking to customers, partners or to each other, we try at all times to live by our values:


We believe in delivering technology that solves real problems for real businesses. We have a real want to do the stuff that isn't always sexy but makes a difference.


We believe that the people in the best teams push and enable each other to excel. We have each other’s back - when things go wrong, there isn't blame, we work together to fix it. We embrace differences of opinion to end up with an even better outcome - not letting our egos win.


We believe that constant drive towards a single, clearly stated goal is the primary method of building great things. We are biased towards action - our decisions are informed and then we act. There is no such thing as a hard problem - it is how we outperform others.

What excites us

  • Leadership experience, hiring and growing autonomous high performing teams in the solutions or sales engineer space
  • Strong verbal/written communication and presentation skills, including the ability to effectively communicate with both business and technical teams
  • Attention to detail and excellent problem-solving skills, with a focus on translating business requirements into technology solutions
  • Experience capturing and developing client requirements and creating supporting documentation and process flows
  • Self-motivated to work with and learn about new technologies and business sectors
  • Excellent time management and organization skills to manage multiple clients
  • Bachelors degree in a technical subject or equivalent work experience
  • 7+ years in a customer facing role across technical account management, solutions engineering, project management and/or business analysis
  • Technical experience in Accounting, Finance, Payment or Commerce sectors is beneficial


If you are excited about applying for this role but aren't certain you meet 100% of the criteria, we'd still love to hear from you