Solutions Engineer

Trovata is the #1 digital platform to manage cash and liquidity, providing treasury and finance teams with real-time visibility and automated workflows. The Solutions Engineer will act as the technical and functional center of gravity in the enterprise sales process, translating complex treasury requirements into compelling demonstrations and working directly with prospects and customers.

Responsibilities:

• Speak knowledgeably to Trovata’s underlying technical architecture — including our AWS-native cloud infrastructure and use of best-in-breed AI models — when engaging technical evaluators, IT, and security stakeholders during the sales cycle
• Lead discovery conversations to understand treasury workflows, pain points, bank connectivity requirements, and system architecture
• Build and deliver tailored product demonstrations of Trovata TMS — covering cash positioning, forecasting, payments, bank connectivity, and reporting
• Configure demo environments to reflect prospect-specific scenarios, including multi-entity structures, multi-currency requirements, and ERP integrations
• Present to audiences ranging from treasury analysts to CFOs and boards — adapting depth and framing to each
• Design and facilitate pre-sales workshops to map customer processes to Trovata TMS capabilities
• Lead proof-of-concept (POC) engagements, defining success criteria, managing execution, and presenting outcomes
• Partner with implementation and customer success teams to ensure a seamless handoff from sales to onboarding
• Own RFP and RFI responses for Trovata TMS, coordinating inputs across product, legal, and security to produce accurate, compelling submissions on deadline
• Serve as the go-to voice on infrastructure, security, and AI-related RFP and security-questionnaire content — accurately representing Trovata’s AWS cloud architecture, data security posture, and use of best-in-breed AI models, in partnership with engineering and security teams
• Maintain and continuously improve a library of RFP content, standard responses, and security questionnaire answers
• Develop deep competitive fluency — articulating Trovata's differentiation versus legacy TMS vendors and emerging platforms clearly and credibly
• Feed structured product feedback from the field into the product team — translating prospect requirements into actionable input
• Contribute to go-to-market materials including demo scripts, solution briefs, and battle cards
• Mentor and support Account Executives on technical qualification, solution framing, and deal strategy

Requirements:

• Working knowledge of modern cloud infrastructure and AI/ML systems — particularly AWS-native architectures and best-in-breed foundation models — sufficient to speak credibly with technical evaluators and security teams about how Trovata's infrastructure and AI capabilities compare to legacy, on-premise TMS platforms
• Ability to articulate Trovata's security, scalability, and AI-driven automation posture — including our AWS cloud architecture and industry-leading use of best-in-breed AI models — to IT, security, and infrastructure stakeholders during technical evaluations
• 5+ years in solutions engineering, pre-sales, or treasury/fintech consulting — with direct exposure to treasury management systems or cash management platforms
• Hands-on familiarity with TMS platforms (e.g., Kyriba, FIS Integrity, ION, GTreasury, or similar) — enough to speak credibly about configuration, workflows, and limitations
• Deep understanding of treasury operations: cash positioning, liquidity forecasting, bank connectivity (SWIFT, BAI2, MT940), payments, and financial reporting
• Demonstrated ability to run enterprise discovery, build tailored demos, and present complex solutions to senior financial stakeholders
• Strong RFP writing and project management skills — comfortable owning multi-workstream submissions under tight timelines
• Clear, confident communication — written and verbal — with the ability to simplify technical depth without losing precision
• Experience with ERP integrations (SAP, Oracle, NetSuite) in a treasury or finance context
• Familiarity with API-based bank connectivity and financial data normalization
• Background in fintech, banking technology, or enterprise SaaS sales engineering
• CTP (Certified Treasury Professional) designation or equivalent treasury finance credential
• Hands-on experience with cloud infrastructure (AWS preferred) or enterprise AI/ML platforms, including exposure to leading foundation models and responsible AI governance practices