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© All Rights Reserved. ApplyBlast.com
Trovata
The Customer Success Manager at Trovata will own end‑to‑end relationships for a defined book of business, guiding customers through onboarding, adoption, and renewal while acting as a trusted advisor on cash management and forecasting. The role collaborates across Customer Success, Sales, Product, and Engineering teams to drive value, identify growth opportunities, and mitigate risk.
Headquarters
San Diego, California, United States
Company Size
51-200 employees
Founded
2016
Trovata is an open-banking cash management platform that gives finance and treasury teams instant visibility into bank balances and consolidated cash positions. It automates cash collection, reconciliation, and routine treasury workflows while providing fast, data-driven forecasting and scenario planning. By connecting directly to banks via APIs, Trovata offers dashboards, reporting, and integrations that make cash flow management more precise and actionable. Companies use it to reduce manual work, improve forecasting accuracy, and speed cash-related decision making.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Trovata.
5% below the average for this role