Jobs at InvestorFlow

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.

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.

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

Design and maintain RESTful APIs using .NET Core, optimize performance, ensure security, collaborate with teams, and utilize CI/CD tools.

Design, develop, and maintain Salesforce features (Apex, LWC, Aura, flows), configure environments, troubleshoot production issues, support integrations, write tests and documentation, and follow Salesforce best practices.

The Implementation Consultant will maintain client relationships, configure Salesforce, implement business-aligned processes, manage projects, and identify partnership opportunities.

As a Junior QA Automation Engineer, you will design and maintain automated test frameworks, collaborate with teams to develop testing strategies, and execute automated tests to ensure product quality.

The QA Automation Engineer will design, implement, and maintain automated test frameworks, work with developers on test strategies, execute test pipelines, and conduct testing for UI and API layers.

Design, develop, and maintain Salesforce features and integrations using Apex, LWC, Aura, flows, and SOQL. Configure orgs, diagnose production issues, support implementations, follow best practices, and produce technical documentation and tests within an Agile environment.

The role involves designing, developing, and maintaining RESTful APIs using .NET Core while ensuring secure coding practices and optimizing API performance. Collaboration with cross-functional teams and automation of deployments using CI/CD tools is also required.

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.

Manage SaaS revenue recognition and operations including ASC 606 application, NetSuite revenue schedules, monthly revenue close, billing, collections, ARR and SaaS metrics reporting. Oversee invoices, sales tax, commissions, deferred costs (ASC 340-40), and partner with Sales/Client Services to resolve billing and revenue issues.

Configure and optimize Salesforce solutions to meet client business needs. Translate requirements into scalable technical configurations, implement advanced workflows and third-party integrations, coordinate QA/UAT, manage project tasks and stakeholder communication, and drive ongoing client value.

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.