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