
Fintech • Finance • SaaS
Trovata is a modern cash management platform that centralizes multi-bank data for businesses, automating cash flow reporting and forecasting. Designed for treasury professionals and finance teams, it helps organizations effectively analyze and manage their cash position through automated data aggregation and insightful reporting tools. By leveraging machine learning for forecasting and seamless bank integrations, Trovata empowers CFOs, accountants, and finance managers to make informed financial decisions with accuracy and ease.
7 hours ago
🇺🇸 United States – Remote
💵 $120k - $200k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
🪄 Product Specialist
🦅 H1B Visa Sponsor

Fintech • Finance • SaaS
Trovata is a modern cash management platform that centralizes multi-bank data for businesses, automating cash flow reporting and forecasting. Designed for treasury professionals and finance teams, it helps organizations effectively analyze and manage their cash position through automated data aggregation and insightful reporting tools. By leveraging machine learning for forecasting and seamless bank integrations, Trovata empowers CFOs, accountants, and finance managers to make informed financial decisions with accuracy and ease.
• Domain Expertise, an expert for Banking/Bank Fee Analysis • Responsibility for the Product Management of the TMS modules for which you have responsibility includes: Ownership of BAM/BFA Product within Trovata TMS • Manage release schedule for enhancements and fix list • Create and manage business requirements as required • Work with product engineering to refine implementation • Be aware of what competitors do, provide sales differentiators, competitor pricing input as requested • Contribute customer and market feedback to influence details of product roadmap • Provide sales support to pre-sales engineering when and as needed including participation in workshops • Oversee new release testing as it pertains to your product responsibility • Build and maintain product documentation on features in partnership with support team • Build re-usable customer and partner training assets for enabling partners to deliver customer projects • Ability to oversee implementation delivery • Contribute to Internal Product Knowledge Base • This role includes providing the highest level of support if the support team needs specific product expertise that they are not able to provide
• Experience working with treasury management systems in the area of bank fees, bank account management, cash management, or payments • Business understanding of corporate cash management, banking, cash accounting, and finance • Experience with Balance and transaction Reporting, Payment Interfaces with Banks in formats such as BAI, SWIFT, EDI, JSON • Knowledge of SQL and database technology required • Excellent presentation, verbal and written communication skills • MS/BS in MIS or equivalent required
• 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
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