Consultant / Senior Consultant, Professional Services

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 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