At Trovata, we believe that our clients are the heart of our business. Meeting and exceeding their expectations is not just a goal; it’s a fundamental principle that guides everything we do.
That’s why we’re thrilled to announce our new Vice President of Customer Success & Global Services, Kelly Walsh. With her extensive experience in customer success and proven track record of delivering outstanding results, Kelly is the perfect fit to lead our team and ensure that our clients continue to receive the highest level of support and service.
A Career Dedicated to Customer Success
Throughout her career, Kelly has consistently demonstrated a commitment to delivering exceptional customer experiences. Her journey began in the fintech industry for a premier investment management platform serving the largest hedge funds and asset managers in the world. During her tenure, she learned about the software development lifecycle and played a significant role in all aspects of the customer lifecycle. In her final role with the company, she led their transformation from on-premise to cloud solutions. She gained valuable experience in understanding the challenges and opportunities facing businesses in the financial sector.
After witnessing the transformative power of cloud technology, Kelly joined Pivotal Software, a pioneer in cloud-native application platforms, to help build out their customer success practice. Joining just before Pivotal’s IPO, Walsh experienced the unique challenges and opportunities of a rapidly scaling company serving Fortune 500 clients, including Liberty Mutual, Boeing, Mastercard, JPMorgan Chase, and T-Mobile.
Pivotal’s acquisition by VMware introduced Walsh to the corporate world, where she managed a $500 million renewal business as part of the Modern Application Business Unit. During this time, she honed her cloud infrastructure and networking skills, collaborating with Dell and hyperscalers like AWS, Google, and Microsoft. A key focus of her work was assisting VMware in their transition from perpetual licensing to a subscription-based model and understanding the customer success practices that drive consumption and value for clients.
Her most recent venture was at Astronomer, the commercial developer of the Apache Airflow open-source project. As head of customer success, she led the company’s growth from $5 million to $50 million in revenue within three years.
With eight years of experience in open-source technology, Kelly was drawn to Trovata’s combination of fintech expertise and advanced technology. She was particularly impressed by Trovata’s leadership in Open Banking APIs and its modern, highly performant technology stack. Kelly is passionate about leveraging data to drive positive outcomes for customers. She believes Trovata offers a unique opportunity to make a significant impact in the lives of finance and treasury professionals. Most of the treasury management technology available to these teams is decades old and painful to work in. Trovata is, finally, bringing innovation to an underserved market, empowering finance and treasury professionals to automate tedious, manual tasks and focus on driving strategy.
What Convinced Kelly That Trovata Was “The Place to Be”
Kelly was immediately impressed by the humble and visionary leadership displayed by Trovata’s executive team. Trovata’s culture centers around respect, kindness, and continuous innovation, which are deeply aligned with her own core values.
Additionally, as a builder and scaler, Kelly was drawn to Trovata’s innovative technology and potential for growth, particularly in the area of Treasury Management functionality. Trovata’s cloud-native infrastructure, API bank connectivity, and AI-powered insights stood out to her as powerful solutions that could truly transform the way treasury functions operate.
To verify that Trovata’s platform addressed real-world challenges for finance practitioners, she sought feedback from people in the field.
Her brother, a CFO, confirmed the primary challenge of disparate cash management, highlighting the significant time and value drain it imposes on finance and treasury teams. He was particularly impressed by Trovata’s ability to showcase available cash for investment and potential income generation through its partnerships with Morgan Money and State Street Fund Connect.
The combination of Trovata’s culture, innovative technology, and potential to reshape treasury management made her realize it was the perfect fit. Kelly knew Trovata would be the ideal place for her to drive change, make an impact, and build a world-class customer experience that would provide real value for practitioners.
What Makes Trovata Unique?
One attribute that stood out to Kelly was Trovata’s user-friendly platform; a stark contrast to the clunky, often difficult-to-use TMS solutions practitioners find themselves struggling to navigate. Trovata’s emphasis on a beautiful, intuitive user experience, modeled after consumer apps rather than traditional enterprise software, was a major selling point. In an industry that has been saturated with complex tools and systems for far too long, a platform that streamlines tasks and delivers insights with ease is a game-changer.
Kelly was also particularly impressed by Trovata’s deep expertise in bank connectivity, which is rooted in the company’s pioneering work in establishing the first bank API connection with J.P. Morgan. Trovata boasts the largest library of corporate banking APIs, a testament to its commitment to innovation and collaboration within the industry. Moreover, the company’s investors include some of the world’s largest banks, underscoring its strategic partnerships and alignment with industry leaders. Trovata’s team comprises of talent from banks, tech companies, investment firms, and more, ensuring that customers receive holistic support and expert guidance on their treasury management needs.
Kelly’s Vision for Customer Success at Trovata
One of Kelly’s primary focuses this year will be fostering a more collaborative and engaged customer community.
“Our customers are among the world’s most talented treasury and finance professionals, and learning from each other is invaluable. A common theme I’ve heard from customers across various companies is their desire to understand how others are addressing similar challenges.”
Kelly Walsh – VP of Customer Success at Trovata
She will be actively working to provide customer insights through a variety of forums, including user groups, benchmarks, and the establishment of our first customer advisory board. As Kelly develops this initiative, keep an eye out for opportunities to join Trovata’s customer community to share best practices with your peers, and connect more meaningfully with Trovata’s product and executive teams.
She will also be redoubling Trovata’s efforts to optimize customer lifecycle operations and programs.
“Our goal is to empower customers to harness the potential of AI, enabling them to extract faster and more actionable value from their data and become more effective business leaders.”
Kelly Walsh – VP of Customer Success at Trovata
Ensuring customers are well versed on the wide range of Trovata’s capabilities is paramount. Kelly will prioritize learning and enablement initiatives. Given the rapid pace of Trovata’s feature and functionality releases, Kelly plans to dedicate significant resources to helping customers extract maximum value from Trovata and unlock new opportunities through the platform’s tagging, segmenting, reporting, forecasting, and AI features.
Under Kelly’s leadership, Trovata is poised to continue its growth and success. Her passion for customer experience, combined with her deep understanding of the industry, make her an invaluable asset to the company and its customers.
Trovata Provides a True Partnership for Clients
Trovata is more than just a technology provider; we are a strategic partner committed to helping our customers achieve their goals. Our innovative platform, combined with deep industry expertise and a relentless focus on customer success, helps practitioners optimize cash management, improve financial visibility, and drive growth.
“Overall, it’s about the relationship. The people are what make the difference. This is about building something for the longer term. What I have in Trovata is trust in investing my time, so that in three to five years, we’re mutually reaping the rewards of what we’ve built together.”
James Krikorian VP & Treasurer at Krispy Kreme
Trovata’s partnership approach ensures that our customers have the tools, support, and insights they need to succeed in today’s dynamic financial landscape. To learn more, book a demo today!
