Consultant, Professional Services

Job Summary

Leading client engagements as the primary point of contact, the full-time Consultant/Senior Consultant, Professional Services will gather requirements, design solutions, and deliver implementation or advisory work in a remote-first environment.

Key responsibilities

• Lead client engagements for configuration and implementation work
• Gather and document business and technical requirements from client stakeholders
• Design and configure solutions on the Trovata platform, managing project execution and communication

Required 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
• Bachelor's degree in finance, accounting, business, or a related field, or equivalent experience