Contract UK Salesforce Consultant
Job Summary
InvestorFlowis 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 aSenior Consultantto 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.This job is a contract position expected to run through August.
You Will:
- Lead client engagementsby facilitating business requirement sessions and translating them into clear actionable deliverables.
- Manage Salesforce configurationand oversee the development of supporting build documentation.
- Drive implementation successby designing and configuring applications gathering and migrating data and ensuring seamless adoption of InvestorFlow solutions.
- Ensure quality assurancethrough the creation and execution of client-specific deliverables andtest scripts.
- Manage client expectationsand 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
We may use artificial intelligence (AI) tools to support parts of the hiring process such as reviewing applications analyzing resumes or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed please contact us.
Required Experience:
Contract
About Company
InvestorFlow is a leading provider of front-office software applications for private equity, real estate and hedge fund investment firms.