Consultant / Senior Consultant, Professional Services

Trovata; United States; Remote; USD 120.000 - 170.000; Vollzeit

Benefits dieser Stelle

Remote-first/flexible work environment

Flexible PTO

Paid Parental Leave

Health, Dental & Vision Insurance with

Flexible Spending Accounts (Health & D

Life and Long-Term DisabilityInsurance

401k Plan

Equity

Home Office Setup

Phone & Internet Stipend

Zusammenfassung

Trovata is seeking a Consultant/Senior Consultant to lead client engagements, gather requirements, and design configurations on the Trovata platform. You will deliver implementations or advisory engagements, manage timelines and communications, and contribute reusable templates to the practice.

The role requires 4–8 years in software implementation or treasury/finance consulting, strong stakeholder management, and a solid grasp of treasury workflows.

Qualifikationen

• 4–8 years in software implementation or treasury/finance consulting.
• Able to run client meetings and manage stakeholder expectations.
• Understanding treasury, cash management, or corporate finance workflows.
• Translate business requirements into technical configuration or process design.
• Project management fundamentals.

Aufgaben

• Lead client engagements as primary contact for configuration and implementation.
• Gather and document business and technical requirements from client stakeholders.
• Design and configure solutions on the Trovata platform.
• Deliver implementations or advisory engagements (process optimization, platform expansion, treasury best practices).
• Manage day-to-day workstreams: timelines, testing, client communication, and issue resolution.
• Identify risks and scope changes and escalate to Delivery Manager and Solutions Architect.
• Support Delivery partners with active implementations.
• Contribute reusable templates, playbooks, and configuration patterns back to the practice.

Kenntnisse

Client-facing experience

Stakeholder management

Requirements gathering

Solution design

Project management basics

Ausbildung

Bachelor's degree in finance or related field

Tools

Trovata platform

Jobbeschreibung

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 escalated 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