Demand Gen and ABM Lead

About Codat

Codat is an advisory intelligence solution purpose-built for modern commercial banking. Through rich, specialized data, forward-looking insights, and integrated workflows, Codat empowers banking teams to deepen their relationships, grow their revenue, and simplify their day-to-day work.

Founded in 2017 and backed by JPMorgan, PayPal, Amex, Plaid, and Shopify, Codat has successfully powered over 350,000 connections to business customers’ financial systems — and is trusted by industry leaders to turn scattered information into actionable, strategic advantages in real time, every time.

The Role

We’re looking for a Demand Generation & ABM Lead to own our B2B marketing funnel — from awareness to pipeline.

You’ll be responsible for designing and executing account and persona-based marketing programs, and multi-channel campaigns that support business development goals.

This role is perfect for a hands-on, data-driven marketer who loves experimenting across channels, aligning with sales, and turning creative ideas into measurable results.

What You’ll Do:

Build a Scalable B2B Growth Engine

• 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

Manage Paid and Organic Channels

• 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.

Align with Sales and Analytics

• 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 Top-Of-Funnel Event Strategy and Promotion - Note: Codat’s Business Development strategy is heavily focused on industry conference and event participation

• Own planning and execution of ToF events (digital and in-person), including logistics, audience acquisition, promotion, and follow-up workflow.

  • Note: There are 6 primary conference events per year.

• Collaborate with Sales to ensure events activations align with pipeline goals and account needs

What You’ll Bring

• 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

• Event management/marketing experience is a plus