Cash Management Product Specialist — Remote & Equity

Company Overview

Trovata is the first enterprise platform to automate cash management for finance and treasury operations. We’re at the forefront of a new wave of modern fintech systems leveraging open banking (direct bank APIs) to help with key business challenges that every company faces: managing and forecasting cash flows. Trovata has reinvented an entirely new user experience built natively in the cloud as a true big data platform and built natively on wholesale banking APIs.

Company Overview

Trovata is the first enterprise platform to automate cash management for finance and treasury operations. We’re at the forefront of a new wave of modern fintech systems leveraging open banking (direct bank APIs) to help with key business challenges that every company faces: managing and forecasting cash flows. Trovata has reinvented an entirely new user experience built natively in the cloud as a true big data platform and built natively on wholesale banking APIs.

The company was founded by a longtime Controller-CFO with a vision for a better way and engineered by an experienced team from Capital One. We’re fortunate to be financially backed by a syndicate of banks, including J.P. Morgan, Wells Fargo, and Capital One.

About

The Role

In this Product Specialist role, you will be part of the Center of Excellence team that focuses on Product Management, Implementation Support, and Product Support Escalation. You will be responsible for subject matter expertise, product expertise, and technical proficiency to work with both product engineering counterparts, sales, sales engineering, customer success, customer support, and external customers.

Compensation: 140k - 170k OTE + Equity

What You'll Do

• Product Manager, an expert for Cash Management

• Ownership of Cash Management + Payment Modules within Trovata TMS
• Contribute to the rollout and integration of Trovata’s powerful Agentic AI technology specifically for advanced applications in cash management and payments
• Manage release schedule for enhancements and fix list
• Create and manage business requirements as required. Work with product engineering to refine implementation
• Be aware of competitor positioning, provide sales differentiators, knowledge of cost models
• Contribute customer and market feedback to influence details of product roadmap
• Provide support to pre-sales engineering as and when needed including participation in workshops and demos.
• Oversee new release testing as it pertains to your product responsibility
• Build and maintain product documentation on features in partnership with support team

• Experience working with treasury management systems in the area of cash management, cash positioning, payments
• Business understanding of corporate cash management, banking, cash accounting, and finance
• Experience with Balance and transaction Reporting, Payment Interfaces with Banks in formats such as BAI, SWIFT, EDI, JSON, ISO
  20022/XML
• Knowledge of SQL and database technology a benefit.
• Excellent presentation, verbal and written communication skills
• MS/BS in MIS or equivalent required
• Knowledge of AI, AI tools and AI usage.

• Remote-first/flexible work environment
• Flexible Vacation and Sick Time
• 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