Codat · 1 day ago
Demand Gen and ABM Lead
Codat is an advisory intelligence solution for modern commercial banking, empowering banking teams through specialized data and insights. The Demand Generation & ABM Lead will own the B2B marketing funnel, designing and executing marketing programs and campaigns that support business development goals.
Developer APIsFinancial ServicesFinTechSoftware
Responsibilities
Develop and execute a full-funnel demand generation strategy for our Spend Insights product (and future commercial bank insights products)
Design and manage ABM and PBM campaigns targeting key accounts and decision makers at the top 50 North American Commercial Banks
Partner with sales to define ideal customer profiles (ICPs), account lists, and personalized plays
Implement lead scoring, segmentation, and nurturing to move prospects efficiently down the funnel
Run LinkedIn Ads, Google Ads, and retargeting campaigns to generate pipeline
Test and scale performance marketing programs across channels
Build email and nurture campaigns to engage leads and re-activate cold opportunities
Analyze channel performance, experiment with new tactics, and optimize for ROI
Partner closely with the sales team to ensure seamless lead follow-up and attribution
Own marketing technology setup, reporting, and data hygiene (e.g., Hubspot)
Build and maintain marketing dashboards to track pipeline impact and campaign effectiveness
Own planning and execution of ToF events (digital and in-person), including logistics, audience acquisition, promotion, and follow-up workflow
Collaborate with Sales to ensure events activations align with pipeline goals and account needs
Qualification
Required
4+ years of experience in B2B SaaS marketing, ideally with a focus on demand generation or ABM/PBM
Proven ability to design and execute multi-channel marketing campaigns that drive pipeline and revenue
Hands-on experience with HubSpot (or similar CRM/automation tools)
Deep familiarity with paid media, content strategy, and email automation
Strong analytical mindset — comfortable with data, dashboards, and optimization loops
Great attention to detail and strong organization and planning skills
Excellent communication skills and ability to collaborate cross-functionally
Preferred
Event management/marketing experience is a plus
Company
Codat
Codat is a financial platform that builds integrated software for small business customers.
Funding
Current Stage
Growth StageTotal Funding
$176.81MKey Investors
J.P. Morgan Growth Equity PartnersBanking Competition RemediesCapability and Innovation Fund
2022-06-08Series C· $100M
2021-10-22Grant· $6.88M
2021-06-30Series B· $46.12M
Recent News
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2025-12-08
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