Company Overview

Trovata has pioneered direct data (API) integrations with the largest financial institutions to create the world’s first network unlocking corporate (wholesale) banking data for digital transformation in finance and treasury. In addition, it’s built a modern tech stack to transform a company’s multibank data with a high performance system and modern user experience to better cash visibility, cash flow analysis, cash forecasting, and money movement.

The company was founded by a serial enterprise startup CFO with a vision to automate cash workflows for insights, efficiency, and risk management to transform finance and treasury operations and disrupt 30 years of status quo. Trovata has 200 mid-market and enterprise customers, including companies like Block, DraftKings, Bosch, & Krispy Kreme, and investor backing from a syndicate of banks, including J.P. Morgan, Wells Fargo, and Capital One, we’re just getting started.

About the role

Reports to: Head of Professional Services

Department: Professional Services

This role runs a portfolio of engagements or a few large strategic implementations, with expanded responsibility for practice-wide staffing, implementation methodology, delivery quality, health of current engagements, and margins — including oversight of partner-led delivery.

Compensation: TBD, DOE

What you'll do

Portfolio & engagement management

• Run a portfolio of engagements or manage a few large, complex implementations end-to-end.
• Manage a portfolio of customer engagements, maintaining visibility across both active work and broader account initiatives.
• Facilitate engagement cadences with customers to track progress, align priorities, and maintain delivery momentum.
• Develop and maintain project plans outlining milestones, timelines, and responsibilities.
• Monitor services utilization and ensure engagements remain aligned with contracted scope.
• Surface delivery risks early and coordinates resources to resolve blockers.

Delivery quality & partner oversight

• Provide partner delivery oversight — govern and quality-check work delivered through implementation or systems-integrator partners, ensuring it meets Trovata's delivery standards.
• Own delivery quality and financial performance (margin, utilization) for the practice or program area.
• Serve as the escalation point for the highest-risk engagements from a delivery standpoint.

Practice leadership & team development

• Own delivery staffing: resource allocation, capacity planning, and hiring input across Delivery Managers and their teams as the organization grows.
• Coach and develop Delivery Managers / Engagement Managers as the team grows.
• Partner with the Head of Professional Services on practice strategy and forecasting.
• Own or contribute to delivery methodology and governance frameworks used firm-wide.

Qualifications

• 6–10+ years in delivery/program management or professional services leadership, with people management experience.
• Experience in Enterprise Treasury Management System or fintech professional services required.
• Experience overseeing third-party or partner-delivered implementations.
• Strong track record managing P&L-adjacent metrics: resource management, utilization.
• Proven people leadership: hiring, coaching, and performance management.
• Executive presence and comfort operating as a senior stakeholder in client and internal leadership conversations.
• Proven ability to work independently and thrive in a dynamic, fast-paced startup environment.
• PMP, PgMP, or equivalent certification is a plus.

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, Macbook and accessories
• Phone & Internet Stipend