Consultant / Senior Consultant, Professional Services

Trovata

Consultants/Senior Consultants leading client engagements at Trovata, managing configurations and implementations for corporate finance solutions. Collaborating with clients to deliver advisory engagements and optimize processes.

Posted 8/1/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $120,000 - $170,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in software implementation and treasury best practices, with a strong ability to translate business requirements into technical configurations. Proven track record in managing client engagements, project timelines, and stakeholder communications effectively.

Highest-signal resume keywords

Software ImplementationTreasury Best PracticesProject ManagementStakeholder ManagementBusiness Requirements Translation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Technical ConfigurationProcess DesignCash Management WorkflowsCorporate Finance WorkflowsRequirements GatheringRisk IdentificationIssue ResolutionTimeline ManagementTestingClient Communication

Soft Skills

Client EngagementIndependent ManagementCommunication

Tools & Technologies

Trovata Platform

Industry Keywords

FinanceAccountingBusinessTreasury Consulting

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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