Consultant / Senior Consultant, Professional Services
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Trovata
US
Summary
Lead end-to-end client engagements by gathering requirements, designing solutions, and managing implementation timelines. Act as the primary point of contact for configuration work while contributing reusable templates and playbooks to the practice.
Job Description
About the role
Consultants and Senior Consultants lead client engagements end-to-end — gathering requirements, designing the solution, and delivering implementation or advisory work. This role works to enable delivery partners as well as in house implementation.
Compensation: Base Salary $120,000 - $170,000 + equity
Reports to: Head of Professional Services
What you'll do
- Lead client engagements as the primary point of contact for configuration and implementation work
- Gather and document business and technical requirements directly from client stakeholders
- Design and configure solutions on the Trovata platform, translating requirements into working system setups
- Deliver implementation projects and/or ongoing advisory engagements (process optimization, platform expansion, treasury best practices)
- Manage day-to-day workstream execution: timelines, testing, client communication, and issue resolution
- Identify risks and scope changes and escalate to the Delivery Manager and Solutions Architect
- Support Delivery partners with active implementations
- Contribute reusable templates, playbooks, and configuration patterns back to the practice
Qualifications
- 4-8 years in software implementation, treasury/finance consulting, or a related client-facing technical role
- Proven ability to run client meetings and manage stakeholder expectations independently
- Solid understanding of treasury, cash management, or corporate finance workflows
- Experience translating business requirements into technical configuration or process design
- Project management fundamentals (scoping, timelines, status reporting)
- Bachelor's degree in finance, accounting, business, or a related field, or equivalent experience
Benefits
- Remote-first/flexible work environment
- Flexible PTO
- Paid Parental Leave
- Health, Dental & Vision Insurance with premiums covered by Trovata (99% for Employees and 75% for Dependents)
- Flexible Spending Accounts (Health & Dependent Care)
- Life and Long-Term Disability Insurance paid for by Trovata
- 401k Plan
- Equity
- Home Office Setup upon hire, including Macbook, Monitors, Adjustable Desk, Ergonomic chair, adaptors, and accessories
- Phone & Internet Stipend
Trovata is the AI-native treasury and finance platform pioneering programmable liquidity. Built on the world's largest library of bank connectivity and a unified data foundation, Trovata gives corporate finance and treasury teams complete visibility, intelligent forecasting, and seamless money movement — all in one platform.
From cash management to full-scale TMS, Trovata replaces legacy systems and disconnected workflows with AI-powered automation, agentic execution, and clean, audit-ready data. Backed by and partnered with the world's leading financial institutions, Trovata also powers the banks themselves — giving corporate clients multi-bank cash visibility and intelligence directly through their bank's own portal. It's next-generation treasury infrastructure, delivered at enterprise scale.
Trovata is also bringing stablecoins directly into treasury workflows as a secure, governed, and fully integrated form of operating cash. With native interoperability across banking rails and stablecoin infrastructure, static cash becomes intelligent liquidity. Manual work becomes agentic. Siloed data becomes connected end-to-end.
This is the infrastructure corporate treasury and finance is being rebuilt on.
Founded
2016
Company size
51-200 employees
Industry
Software Development
Org type
Privately Held
Headquarters
San Diego, CA
Trovata is the AI-native treasury and finance platform pioneering programmable liquidity. Built on the world's largest library of bank connectivity and a unified data foundation, Trovata gives corporate finance and treasury teams complete visibility, intelligent forecasting, and seamless money movement — all in one platform.
From cash management to full-scale TMS, Trovata replaces legacy systems and disconnected workflows with AI-powered automation, agentic execution, and clean, audit-ready data. Backed by and partnered with the world's leading financial institutions, Trovata also powers the banks themselves — giving corporate clients multi-bank cash visibility and intelligence directly through their bank's own portal. It's next-generation treasury infrastructure, delivered at enterprise scale.
Trovata is also bringing stablecoins directly into treasury workflows as a secure, governed, and fully integrated form of operating cash. With native interoperability across banking rails and stablecoin infrastructure, static cash becomes intelligent liquidity. Manual work becomes agentic. Siloed data becomes connected end-to-end.
This is the infrastructure corporate treasury and finance is being rebuilt on.
Founded
2016
Company size
51-200 employees
Industry
Software Development
Org type
Privately Held
Headquarters
San Diego, CA
