Senior Consultant (Salesforce)
Senior Consultant (Salesforce)
Posted on :
20-06-2025
Employer Active
1 Vacancy
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Job Description
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 InvestorFlows 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.
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 roleswhether leading a strategy session or troubleshooting technical issues youll 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 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 .
Required Experience:
Senior IC
Employment Type
Full-Time
Key Skills
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