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 actively participate in implementation activities that are centered on the enablement of InvestorFlow products. You will play a major part in the design and configuration of applications, data gathering, data loading, documentation, script development and configuration migration.
You Will:
- Manage the configuration and supporting build documentation for InvestorFlow product lines
- Lead client business requirement sessions in support of drafting formal requirements or user stories
- Lead, create and ensure accuracy for client specific test scripts
- Create documentation
- Triage and act as the Level 1 / 2 for client change requests
- Actively participate in internal projects and/or group-based activities
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
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.
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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.
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