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.
As a Associate Consultant - Data Services you will ensure data accuracy, integrity, and efficiency within InvestorFlow. You’ll process and validate large data sets, support clients via email and messaging, and collaborate to improve data management. This role offers growth in Commercial Real Estate within a fast-paced, tech-driven environment.
You will
- Provide fast, friendly, and professional service to clients.
- Become an essential part of the client’s extended team.
- Ensure all data entered is accurate and structured optimally.
- Work closely with the InvestorFlow business and product teams to enhance efficiency.
- Monitor and respond to client requests via email or instant messenger within SLAs.
- Enter bulk data from various sources (PDF, Excel, email).
- Prevent duplicate data entry and proactively cleanse client data.
- Identify when InvestorFlow is not being used optimally and coordinate training with Customer Success.
You Have
- C1 English proficiency.
- Advanced Excel skills.
- Exceptional attention to detail and a strong aptitude for numbers.
- Proactive in understanding and validating data.
- Eager to learn about Commercial Real Estate (no prior experience required).
- Strong communication skills via email, instant messaging, and phone.
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 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.com.
Top Skills
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.
