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 post-implementation activities that are centered on the enablement of InvestorFlow Products. Activities include (not limited to): configuration of InvestorFlow's 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 group-based 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 execution and a passion for driving client success
- Willingness and ability to travel onsite with clients as needed
- 1-2 years working in a Private Equity firm or related work experience is preferred
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.
