Consultant / Senior Consultant, Professional Services
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AI Summary
Lead end-to-end client engagements by gathering requirements, designing solutions, and managing implementation timelines. Act as the primary point of contact for configuration work while contributing reusable templates and playbooks to the practice.
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
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