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 PTOÂ
- 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 StipendÂ