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.
The Consultant will be an active and responsible member of the InvestorFlow Services team. This resource will be actively participating in the Services implementation and postimplementation activities that are centered on the enablement of InvestorFlow Products. Activities include (not limited to): configuration of InvestorFlows core CRM product which is built on Salesforce application design application configuration data & document loading lead requirements gathering sessions & documentation test plan & script development and configuration migration.
You Will:
Configure and build documentation for Investor Product lines which are built on the Salesforce platform
Actively participate and communicate with clients during implementation & through post implementation services
Documentation of client business requirements and/or user stories
Create and ensure accuracy for client specific test scripts
Actively participate in ongoing innovation leveraging Salesforce
Actively participate in internal projects and/or groupbased activities
You Have:
Minimum of 3 years of experience as a Salesforce Administrator; Preferably Salesforce Administrator Certified
College degree or equivalent work experience
Excellent verbal and written communication skills; English speaking language is required
Skilled team player with demonstrated experience in building and maintaining successful influential collaborative working relationships in a matrixed environment at all levels of a global organization
Ability to be a quick learner of business processes and related technologies supported through InvestorFlow
Strong focus on and a passion for driving client success
Willingness and ability to travel onsite with clients as needed
12 years working in a Private Equity firm or related work experience is preferred
$115000 $135000 a year
This salary range is based on the national average and will be commensurate with factors such as location experience and alignment.
InvestorFlow is an investor and deal engagement platform that prioritizes intelligent digital experiences productivity and engagement. Our cloudnative 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 90000 LPs. Headquartered in Menlo Park California we are committed to driving innovation and inclusivity in the financial industry. To learn more about our company please visit www.investorflow.
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