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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.