Senior Revenue Operations Manager

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.

The Role

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:

• Design processes for smooth customer onboarding, accelerating initial value realization and mutual commitment.
• Develop and optimize revenue operations to drive customer adoption, active usage, and sustained engagement, collaborating with Customer Success.
• Establish frameworks to identify and capitalize on expansion opportunities while implementing systems to track customer health and proactively address churn risks.
• Leverage data and analytics to optimize the entire post-sale customer journey and manage the technology stack supporting customer success, including CRM and analytics tools.
• Partner with Sales, Customer Success, Product, and Marketing teams to ensure seamless handoffs and align strategies for customer advocacy, retention, and growth initiatives.

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

What makes a great Rev Ops Manager at Codat

• 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.

Benefits & Perks

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.