About the roleConsultants 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
