Career Opportunity

Onboarding Specialist

Role Description

The Onboarding Specialist is a key member of the Trovata Client Success organization. You will be responsible for managing a cohesive project and communication plan across all clients and cross functional teams. You will be in constant engagement with clients, external and internal partners. Your goal is to ensure a swift, efficient and friendly connection period for our clients.

Trovata is a fast paced growing fintech start-up with growth opportunity. We are looking for proactive candidates that will keep clients engaged and organized. The Onboarding Specialist is a member of the Client Success team and will report to the Director of Client Success. Client Success is where sales, insight and technology meet at Trovata to provide our clients with a best in class consultative experience.


  • Streamline communications across the Trovata functional teams, corporate clients and external partners to ensure a smooth connection between Trovata and financial data providers
  • Project manage connections timeline and note key milestones
  • Partner with Client Success Leadership to develop and update key management reports to achieve corporate KPIs
  • Identify areas of risk and opportunities during the initial stage of the project lifecycle
  • Keep client project plans updated and the internal CRMs up-to-date
  • Log client communications and meeting notes


  • 2+ years in a complex, international, fast paced client focused environment where time management is critically important
  • 2+ years of project management experience
  • Strong proactive communicator
  • Highly organized and detail oriented
  • Knowledge of commercial banking preferred
  • Basic understanding of file transmission formats required
  • Familiar with B2B client servicing


  • Competitive compensation
  • Comprehensive health insurance coverage (medical, dental, and vision)
  • Paid vacation, sick time, and company holidays
  • Company provided laptop

Company Overview

Trovata is the first modern end-to-end fintech platform that helps companies manage their cash flow. We’re pioneering opening banking (direct APIs) for mid-market and enterprise companies to automate cash positions, cash flow analysis, and cash forecasting.

Our solution was developed by a longtime CFO who knew there had to be a better way, and is engineered by experienced software developers from Capital One. We closed our $20M Series A round in January of 2021 and have top-tier partners and investors, including J.P. Morgan, Wells Fargo, and Capital One. 

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