The Role
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.
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.
Salesforce Consultant with 3+ years of experience configuring and optimizing Salesforce solutions, including user management, security design, workflow automation, and third-party integrations. Experienced in translating business requirements into scalable technical solutions, managing client-facing projects, coordinating QA/UAT activities, and delivering successful implementations. Strong analytical, problem-solving, and stakeholder management skills with a proven ability to drive client success and business value.
You will:
- Establish trusted relationships with clients
- Translate business requirements into working technical solutions
- Configure the Salesforce platform using advanced workflows and third-party applications
- Implement processes that align with client business objectives
- Collaborate with the project team and clients
- Coordinate QA and UAT activities
- Delegate tasks to others including the data and delivery teams
- Provide updates on the status of the projects to clients
- Identify opportunities to continue InvestorFlow’s value-add partnership
You have:
- 3+ years experience configuring the Salesforce platform including user management, object configuration, securing design, and advanced workflows
- 2+ years of experience designing configuration-based solutions on the Salesforce platform
- Project management experience
- Analytical and problem-solving abilities
- The ability to be prescriptive and offer recommendations for success
- A strong work ethic with demonstrated ability to meet deadlines
- Experience working with third-party applications (e.g. Conga)
InvestorFlow is an investor and deal engagement platform that prioritizes intelligent digital experiences, productivity, and engagement. Our cloud-native platform integrates deal flow management, fundraising, reporting, and investor services. We are proud to serve over 175 clients, including 25 of the top 50 alternative asset managers, managing more than $6 trillion in assets, 750 funds, and 90,000 LPs. Headquartered in San Francisco, California, we are committed to driving innovation and inclusivity in the financial industry. To learn more about our company, please visit www.investorflow.com.
Skills Required
- 3+ years experience configuring the Salesforce platform including user management, object configuration, security design, and advanced workflows
- 2+ years designing configuration-based solutions on the Salesforce platform
- Project management experience
- Analytical and problem-solving abilities
- Ability to be prescriptive and offer recommendations for success
- Strong work ethic with demonstrated ability to meet deadlines
- Experience working with third-party applications (e.g., Conga)
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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.
