Consultant / Senior Consultant, Professional Services

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🔥 10 minutes ago

🇺🇸 United States – Remote

💵 $120k - $170k / year

⏰ Full Time

🟠 Senior

💼 Consultant

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Trovata

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2016

💳 Fintech

💸 Finance

☁️ SaaS

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.

📋 Description

• 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

🎯 Requirements

• 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