Full-Time
Lead Delivery Manager
Partner Programs
Updated on 9/12/2026
Trovata
51-200 employees
Cash forecasting, reporting, and automation platform
No salary listed
Remote in USA
Remote
Domestic and international travel may be required.
Bachelor's
 Project & Program Management (1) |
|---|
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- The candidate must be U.S.-based and able to travel domestically and internationally as needed to support bank partners and internal teams.
- The candidate must have a bachelor's degree or equivalent practical experience.
- The candidate must have 8–12 years of project or program management experience delivering cross-functional technology initiatives, ideally within financial services, fintech, or a similar regulated environment.
- The candidate must have proven success managing and delivering cross-functional programs in a collaborative, fast-moving environment.
- The candidate must have exceptional client management and communication skills, with the ability to build trust, manage expectations, and keep diverse stakeholders aligned.
- The candidate must have strong command of project management methodologies and tools, including Agile, Scrum, Waterfall, and hybrid approaches, and the judgment to apply them pragmatically.
- The candidate must have working knowledge of bank connectivity, bank file formats such as BAI2 and MT940, API technology integrations.
- The candidate must be able to translate between technical and non-technical audiences and communicate complex information clearly and persuasively.
- The candidate must be able to work independently and thrive in a dynamic, fast-paced startup environment.
- Own end-to-end planning and execution of Bank Pro implementations and enhancement programs spanning engineering, product, and partner teams, managing scope, schedule, dependencies, and risk from kickoff through go-live.
- Coordinate engineers, product managers, implementation specialists, and bank partner stakeholders toward shared milestones, remove blockers, and maintain momentum across concurrent Bank Pro workstreams.
- Act as a trusted partner to bank stakeholders, understand their requirements, manage expectations, and ensure delivery teams stay aligned to shared go-live goals.
- Build and operate the project management practices, tooling, and reporting cadences needed as Bank Pro scales, including status reporting, risk and issue tracking, RAID logs, and decision-making frameworks.
- Provide clear, accurate, and timely updates on program health, milestones, dependencies, and risks to Trovata leadership, escalate issues early, and propose paths to resolution.
- PMP, PgMP, or equivalent certification is a plus.
Trovata provides a cloud-based open banking platform for cash management. It helps finance teams instantly know their cash position, forecast cash flows more accurately, and manage cash with precision by automating data collection and analysis. It reduces manual workflows, saving time previously spent on cash analysis, and offers features such as cash forecasting, cash reporting, cash flow analysis, and an API for integrating with other financial tools. The platform is designed for enterprises and financial institutions and can be set up in under 60 minutes. Trovata’s goal is to help businesses visualize and analyze their cash flows more clearly, especially during economic volatility.
Company Size
51-200
Company Stage
Series B
Total Funding
$66.6M
Headquarters
San Diego, California
Founded
2016
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Simplify's Take
What believers are saying
- November 2025 CORP$ launch opens intercompany settlement and cross-border payment expansion in 2026.
- August 2026 hiring of Katie DiMento signals aggressive marketing push and category-building.
- Company headcount reached 68 by April 2026, suggesting continued operating investment.
What critics are saying
- Kyriba still owns deeper treasury feature breadth and stronger payment connectivity in enterprise deals.
- Stablecoin treasury products face heavy regulatory scrutiny after Paxos partnership and CORP$ launch.
- If cash-visibility adoption stalls, Trovata's narrow wedge loses against legacy TMS incumbents.
What makes Trovata unique
- Trovata pairs direct bank APIs with AI-native treasury workflows across hundreds of banks globally.
- July 2025 ATOM acquisition added debt, FX hedging, payments, and in-house banking.
- State Street and PNC backed Trovata in July 2025, validating enterprise treasury demand.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
Unlimited Paid Time Off
Paid Parental Leave
401(k) Retirement Plan
Company Equity
Home Office Stipend
Phone/Internet Stipend
Growth & Insights and Company News
6 month growth
↑ 3%1 year growth
↑ 5%2 year growth
↑ 3%Trovata appoints Katie DiMento as Vice President of Marketing. Seasoned marketing executive with two decades scaling brands across fintech, blockchain infrastructure, and enterprise technology joins Trovata to lead brand and category leadership. August 19th, 2026 SAN DIEGO - August 19, 2026 - Trovata, the #1 digital platform to manage corporate cash and liquidity, today announced the appointment of Katie DiMento as Vice President of Marketing. DiMento joins Trovata's senior leadership team as the company accelerates platform adoption and extends its infrastructure into AI-native and stablecoin-powered cash and liquidity management. DiMento brings two decades of experience building and scaling marketing functions across enterprise technology and blockchain infrastructure. She joins Trovata from Blockdaemon, the institutional-grade crypto infrastructure platform, where she served as VP of Marketing since 2018 as one of the company's first ten employees. Her experience spans across brand, content, growth, events, and product marketing, leading teams through multiple stages of company growth, major product launches, and global market expansion. At Trovata, DiMento will own brand, content, growth, and product marketing, and lead the team responsible for showcasing Trovata's data-driven, AI-ready treasury platform into clear, credible messaging for corporate finance and treasury leaders. DiMento's background sits directly at the intersection of Trovata's next chapter. Her work at Blockdaemon required bridging crypto-native and traditional finance audiences daily, making complex digital-asset infrastructure feel accessible, credible, and secure to institutional clients. That same bridge is central to Trovata's roadmap as it scales stablecoin services including its stablecoin offering built with Paxos, and continues connecting banks, data, and emerging rails into a single, trusted platform for enterprise treasury teams. "Treasury is entering a period where cash, data, and digital assets converge, and the teams that can explain that shift clearly will define who leads it," said Katie DiMento, VP of Marketing at Trovata. "Trovata has built the next-gen AI-native infrastructure that allows traditional banking and digital assets, like deposit tokens and stablecoins, to operate seamlessly in one platform experience for banks and their clients. I'm looking forward to helping more finance and treasury leaders understand why that matters and see themselves in what comes next." "Katie has spent her career translating complex, emerging technology into brands that institutions trust, which is exactly what Trovata needs as we bring AI and stablecoins into corporate finance and treasury," said Brett Turner, Founder & CEO of Trovata. "Her experience building credibility for a crypto-native platform inside traditional finance is a perfect fit for where Trovata is headed." DiMento also sits on the board of the MPC Alliance, where she helps raise industry awareness and adoption of multiparty computation (MPC), a security standard increasingly relevant to how financial institutions safeguard digital assets. Prior to Blockdaemon, she held marketing and leadership roles at Pearson, Wiredrive (now EditShare), Northeastern University, and Teledyne Adimec, building deep expertise in digital media, demand generation, brand development, and integrated marketing.
Trovata, a multibank data platform for cash and liquidity management, has acquired ATOM, an enterprise Treasury Management System developed by Financial Sciences Corporation. The acquisition adds comprehensive treasury features including debt and investment instruments, FX hedging, and international payment workflows to Trovata's cloud-native platform. The company also secured $9 million in strategic funding from State Street Corporation and PNC Financial Services Group, bringing total funding to $80 million. Previous investors include J.P. Morgan, Wells Fargo, National Australia Bank, Capital One Ventures and Mastercard. Trovata's CEO Brett Turner said the combination creates the first modern TMS alternative to legacy systems in nearly three decades. Unlike cloud-hosted competitors, Trovata's serverless microservices architecture deploys in minutes and scales instantly across its banking partner network.
Trovata launches new stablecoin service for corporate finance & treasury in partnership with Paxos. Stablecoins natively and seamlessly integrated within Trovata's platform will accrue earnings credits and offer fee-free intercompany payments to clients managing corporate cash & liquidity. Trovata SAN DIEGO - November 18, 2025 - Trovata, the leading digital platform for managing corporate cash and liquidity, announced the launch of CORP$, a new stablecoin service specifically designed for corporate finance and treasury. Trovata clients will now be able to access, utilize, and manage U.S.-regulated and dollar-backed stablecoins seamlessly through its user experience. The service will launch in December and focus initially on streamlining payments for settling intercompany receivables and payables. New value opportunities will drive use case expansion, including cross-border payments in 2026. CORP$ will leverage existing stablecoin USDP issued by Paxos. Balances held in CORP$ will accrue earnings credits, which can be used to offset Trovata subscription fees and other expenses within its partner network, such as bank fees, travel costs, and cloud services. "Trovata is perfectly positioned as the ultimate distribution layer for stablecoins in corporate finance and treasury," said Brett Turner, Founder & CEO of Trovata. "With CORP$, we're aligning the right incentives with transformative technology to offer something you simply can't get anywhere else in financial services." Trovata has partnered with Paxos to ensure the highest standards of regulatory oversight and institutional trust. Paxos is a limited purpose trust regulated by the New York Department of Financial Services and leader in blockchain infrastructure. A large global financial services company will hold the fiat currency reserves in custody. All underlying assets will be held in cash, U.S. Treasuries, and repurchase agreements, ensuring full transparency and security. "Nick Robnett, Head of Asset Growth at Paxos, added "We're thrilled that Trovata is leveraging Paxos' stablecoins to help companies modernize and optimize their treasury operations. This partnership underscores how regulated, trusted digital dollars can power more efficient and transparent financial management." Stablecoins as a rail to automate intercompany settlement is a use case tailor-made for corporate finance and treasury. Enterprise companies often manage hundreds of entities that transact with one another under strict legal, tax, and accounting frameworks. By digitizing these complex intercompany flows, CORP$ reduces reconciliation effort, transaction costs, and timing delays - unlocking a more efficient and scalable model for managing internal liquidity across global entities. About Trovata Trovata is reengineering the way companies manage cash. No spreadsheets. No legacy systems. Just real-time visibility, intelligent forecasting and analysis, and seamless money movement - all in one unified platform. As the first cloud-native treasury platform built on corporate banking APIs and AI, Trovata partners with the world's largest financial institutions to deliver next-gen digital experiences for corporate finance and treasury teams at scale.
SAN DIEGO — July 24, 2025 — Trovata, the next-generation multibank data platform powering cash and liquidity management for today’s leading companies,
In addition to the acquisition, Trovata announced that it completed a strategic extension to its Series B funding round, raising $9 million and bringing in new investors State Street Corporation and the PNC Financial Services Group, Inc.