Jobs at InvestorFlow

Leads DevOps and SRE strategy, roadmap, team development, cloud platform reliability, CI/CD, infrastructure as code, security, identity, observability, incident response, disaster recovery, and cost management. Owns Azure infrastructure across environments while supporting AWS and Snowflake. Establishes automation-first standards, advances AI-assisted engineering operations, governs architecture and compliance, manages vendors, and serves as an escalation point for major incidents and client environment changes.

Designs and maintains scalable RESTful APIs and responsive React interfaces for enterprise financial applications. Works with SQL Server, MongoDB, external APIs, CI/CD pipelines, infrastructure-as-code, and cloud platforms. Responsibilities include secure coding, performance optimization, testing, code reviews, deployment automation, and collaboration with Product and engineering teams. The role may also use AI development tools and integrate AI services.

Own the full data lifecycle across client engagements: extract, cleanse, deduplicate, and migrate data from relational databases and CRMs into Azure and Salesforce; design ETL/transformation pipelines, manage Talend integrations, contribute to Snowflake workloads, build reusable ETL templates, recommend integration tooling, troubleshoot/optimize integrations, and mentor junior engineers.

Lead data lifecycle for client engagements: extract, cleanse, deduplicate, transform, and migrate data from varied sources into Azure and Salesforce. Build and optimize ETL/integration pipelines (Talend and productized integrations), contribute to Snowflake workloads, create reusable templates, troubleshoot and document integrations, and mentor junior engineers while coordinating with clients and internal teams.

The Data Lead will manage data lifecycle tasks including data extraction, transformation, and integration using platforms like Salesforce and Azure, while also overseeing team assignments and tool evaluations.

The Solution Architect leads the SA team, drives architectural standards, manages client relationships, and oversees pre-sales and delivery of technical solutions while mentoring team members.

Own and optimize the end-to-end renewals process for a B2B SaaS client base: manage renewal pipeline, coordinate cross-functionally with Sales/Finance/Legal, prepare quotes and contracts, engage clients, identify upsell opportunities, ensure accurate billing, build scalable Salesforce-based processes, and report renewal metrics to leadership.

The Technical Support Analyst will assist clients by resolving technical issues, managing incidents, creating documentation, and collaborating with other teams to enhance customer experience.

Lead and build InvestorFlow's AI Consulting Practice: define strategy and offerings, hire and mentor consultants, run flagship engagements, guide AI readiness and implementation, partner with Sales to originate deals, and develop reusable IP, thought leadership, and client relationships across private markets.

Lead and execute AI consulting engagements: assess AI readiness, design prioritized use cases and roadmaps, configure and deploy LLM/RAG/agent solutions integrated with CRM and enterprise systems, manage workstreams, validate outputs, run workshops, produce deliverables, and help scale the AI practice through methodology and pre-sales support.

Generate and qualify outbound and inbound leads across private equity, real assets, and private credit. Research target accounts, craft personalized outreach to senior stakeholders, book discovery meetings, maintain Salesforce pipeline data, and collaborate with Account Executives and Marketing to meet qualified meeting targets.