Trovata
Cash forecasting, reporting, and automation platform
Customer Success Manager
About the job
- 3–5+ years of experience in Customer Success, Account Management, or a similar customer-facing role in Software as a Service.
- Demonstrated ability to manage multiple customers across various verticals while maintaining strong attention to detail and follow-through with onboarding and training.
- A proven track record of driving customer outcomes and owning renewal or expansion conversations.
- Ability to communicate and foster positive business relationships with upper management and C-suite executives.
- Technical proficiency sufficient to become a product expert.
- Accountability, attention to detail, and strong organizational skills.
- An educational or professional background in treasury, accounting, or finance.
- Experience working with cash management, treasury management systems, and/or accounting systems.
- Experience working with Salesforce, Jira, and Vitally.
- Own the end-to-end customer relationship for a defined book of business, including onboarding, adoption, and renewals.
- Work collaboratively across Customer Success, Sales, Operations, Product, Engineering, and leadership teams to identify and realize value and revenue opportunities for customers.
- Engage daily with customers while monitoring performance metrics and leveraging Vitally datasets to make customer engagements more effective and efficient.
- Lead structured customer engagements, including cadence calls and quarterly business reviews, with clear agendas, outcomes, and follow-through.
- Deliver on commitments and timelines for customer-facing and internal workstreams.
- Build and maintain a deep understanding of the platform and engage customers about relevant features and functionality for their business needs.
- Advise customers on best practices for cash management, reporting, and forecasting with Trovata.
- Establish, nurture, and expand relationships within each customer organization with relevant company team members and stakeholders.
- Use relationships, data, metrics, and team resources to proactively identify and assess risk, flag it, and collaborate with the team to mitigate and address it.
- Help build mutual accountability between Trovata and its customers while improving product, service models, delivery, and execution.
- Proactively manage a book of business with full accountability for customer outcomes.
- Lead customer calls with clear agendas and defined next steps.
- Drive adoption, engagement, and renewals.
- Identify risks early, develop save plans, and mitigate churn.
About the company
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
Solana Beach, California
Founded
2016
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Simplify's Take
What believers are saying
- State Street and PNC invested $9 million in July 2025, strengthening enterprise credibility.
- August 19, 2026 hired Katie DiMento to accelerate adoption and category messaging.
- September 2026 reviews still position Trovata as the mid-market cash-visibility leader with transparent pricing.
What critics are saying
- Ripple Treasury called Trovata modern but limited; ATOM integration remains unproven at scale.
- Trovata headcount fell to 81 by March 2026, signaling execution pressure.
- August 2026 ADA litigation and stablecoin regulatory scrutiny threaten a bank-distribution business model.
What makes Trovata unique
- Trovata pairs direct bank APIs with published pricing and rapid deployment.
- July 2025 ATOM acquisition expanded Trovata into full treasury management workflows.
- November 2025 CORP$ and Paxos added stablecoin payments inside treasury operations.
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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
↑ 2%1 year growth
↑ 3%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.