The Role
Lead and manage client engagements for the implementation of InvestorFlow's Salesforce-based solutions, ensuring successful integration and optimization while acting as a key liaison for client support.
Summary Generated by Built In
InvestorFlow is the only company of its kind to deliver industry specialized CRM, built on Salesforce, and digital portals to help alternative asset firms find opportunities, create and manage relationships, and turn relationship insights into action with increased productivity and transparency.
We are looking for a Senior Consultant to drive successful implementation of InvestorFlow’s solutions. This is a dynamic role requiring a mix of consulting expertise, technical acumen, and business understanding to ensure seamless integration and optimization of our products within client environments. Our ideal candidate thrives in fast-paced settings, is comfortable wearing multiple hats, and can transition between leading high-level discussions and executing hands-on tasks. This job is a contract position, expected to run through August.
You Will:
- Lead client engagements by facilitating business requirement sessions and translating them into clear, actionable deliverables.
- Manage Salesforce configuration and oversee the development of supporting build documentation.
- Drive implementation success by designing and configuring applications, gathering and migrating data, and ensuring seamless adoption of InvestorFlow solutions.
- Ensure quality assurance through the creation and execution of client-specific deliverables andtest scripts.
- Manage client expectations and act as a key liaisonfor client change requests, providing Level 1 / Level 2 support and triaging escalations.
- Play a strategic role in internal initiatives, contributing to process improvements and best practices.
You Have:
- 5+ years of experience as a Salesforce Administrator
- Salesforce Administrator certification
- Preferably 5+ years working in a Private Equity firm or related work experience
- Proven application delivery experience; preferably on SaaS based applications
- Knowledge, preferably working knowledge, of the Public Equities practices
- Excellent verbal and written communication skills; English speaking language is required
- Skilled team player with experience in a collaborative work environment
Skills Required
- 5+ years of experience as a Salesforce Administrator
- Salesforce Administrator certification
- 5+ years working in a Private Equity firm or related work experience
- Proven application delivery experience on SaaS based applications
- Knowledge of the Public Equities practices
- Excellent verbal and written communication skills; English speaking language is required
- Skilled team player with experience in a collaborative work environment
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The Company
What We Do
InvestorFlow is the only company of its kind to deliver industry specialized CRM, built on Salesforce, and digital portals to help alternative asset firms find opportunities, create and manage relationships, and turn relationship insights into action with increased productivity and transparency.
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