The Role
Lead client engagements and manage Salesforce configurations for successful implementation of InvestorFlow's solutions while ensuring quality assurance and managing client expectations.
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. We are open to candidates from the tri-state area.
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
Why Join InvestorFlow?
Work with top-tier clients as we expand from SMBs to enterprise-level firms.
Be part of a high-growth company where adaptability, innovation, and collaboration drive success.
Gain exposure to a variety of roles—whether leading a strategy session or troubleshooting technical issues, you’ll develop a diverse skill set.
Engage in a culture of learning and agility where rapid growth offers continuous opportunities for professional development.
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.
Top Skills
Salesforce
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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.
