Solutions Engineer

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🔥 0 minutes ago

🏄 California – Remote

🏄 California – Remote

💵 $129k - $187.5k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💻 Solutions Engineer

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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

• Pre-sales & demos: Speak knowledgeably to Trovata’s underlying technical architecture, lead discovery conversations, build and deliver tailored product demonstrations, present to varied audiences • Workshops & technical engagements: Design and facilitate pre-sales workshops, lead proof-of-concept engagements, partner with implementation and customer success teams • RFPs & competitive positioning: Own RFP and RFI responses, serve as the go-to voice on infrastructure, maintain and improve a library of RFP content, develop deep competitive fluency • Cross-functional impact: Feed structured product feedback into the product team, contribute to go-to-market materials, mentor and support Account Executives

🎯 Requirements

• Working knowledge of modern cloud infrastructure and AI/ML systems — particularly AWS-native architectures and best-in-breed foundation models • Ability to articulate Trovata’s security, scalability, and AI-driven automation posture — including our AWS cloud architecture and industry-leading use of best-in-breed AI models • 5+ years in solutions engineering, pre-sales, or treasury/fintech consulting — with direct exposure to treasury management systems or cash management platforms • Hands-on familiarity with TMS platforms (e.g., Kyriba, FIS Integrity, ION, GTreasury, or similar) • Deep understanding of treasury operations: cash positioning, liquidity forecasting, bank connectivity (SWIFT, BAI2, MT940), payments, and financial reporting • Demonstrated ability to run enterprise discovery, build tailored demos, and present complex solutions to senior financial stakeholders • Strong RFP writing and project management skills — comfortable owning multi-workstream submissions under tight timelines • Clear, confident communication — written and verbal — with the ability to simplify technical depth without losing precision

🏖️ Benefits

• Comprehensive health, dental, and vision benefits • Flexible, remote-first work environment • Flexible PTO and Accrued Sick Leave • Parental Leave • 13 Paid holidays • Home office stipend • Phone and Internet Stipend • Opportunity to shape the GTM motion for a next-generation treasury platform at a critical growth stage