
11 - 50 employees
Founded 2016
đł Fintech
đ Real Estate
đ¸ Finance
đ° $4.3M Seed Round on 2021-10
Fintech ⢠Real Estate ⢠Finance
InvestNext is a platform that provides essential tools for general partners (GPs) and investor relations teams involved in real estate investing. It offers integrated solutions that enable efficient capital raising, investor management, and industry compliance. The platform facilitates a seamless experience for investors through features like automated distributions, investor portals, CRM functionalities, and secure KYC/AML verification. InvestNext enhances the real estate investment process by offering a comprehensive suite of services that streamline operations, improve investor interactions, and ensure compliance with regulatory standards. Its robust architecture aids GPs in managing capital, fostering strong investor relationships, and optimizing investment processes with ease and security.
đĽ 10 hours ago
đşđ¸ United States â Remote
đľ $140k - $160k / year
â° Full Time
đĄ Mid-level
đ Senior
đ§âđť Full-stack Engineer
đť Ghost score 0%
Where this job comes from
Posted on InvestNext's careers page, not through a job board
First seen by Remote Rocketship 10 hours ago
Still open on InvestNext's site. Checked 2 hours ago.

11 - 50 employees
Founded 2016
đł Fintech
đ Real Estate
đ¸ Finance
đ° $4.3M Seed Round on 2021-10
Fintech ⢠Real Estate ⢠Finance
InvestNext is a platform that provides essential tools for general partners (GPs) and investor relations teams involved in real estate investing. It offers integrated solutions that enable efficient capital raising, investor management, and industry compliance. The platform facilitates a seamless experience for investors through features like automated distributions, investor portals, CRM functionalities, and secure KYC/AML verification. InvestNext enhances the real estate investment process by offering a comprehensive suite of services that streamline operations, improve investor interactions, and ensure compliance with regulatory standards. Its robust architecture aids GPs in managing capital, fostering strong investor relationships, and optimizing investment processes with ease and security.
⢠Own commercial metric definitions, customer segment definitions, and the published metric dictionary ⢠Build metric definitions into Salesforce and maintain Salesforce as the trusted system of record ⢠Own commercial data quality and integrity, reconcile Salesforce with other tools, separate customers and prospects, and publish a monthly data-quality scorecard ⢠Design integrations across sales, marketing, customer experience, and finance systems ⢠Partner with Finance on a single source of truth for revenue data across Salesforce, Stripe, and financial tools ⢠Set account enrichment standards, manage enrichment providers, and provide qualified prospecting lists ⢠Build self-serve reporting dashboards and support pipeline forecasting ⢠Participate in Commercial leadership discussions with performance analysis and revenue recommendations ⢠Identify, validate, and share insights and trends to drive accountability and improvement ⢠Consult end users before building systems, train users, measure adoption, and refine systems after launch ⢠Own launch plans and change management for new tools and system changes ⢠Validate changes in a sandbox, test data and mechanisms, and provide communication, documentation, and training ⢠Manage intake and prioritization of requests based on commercial impact ⢠Own and architect the commercial technology stack, including AI tools ⢠Source, implement, maintain, and evaluate software products and vendor relationships ⢠Troubleshoot workflow blockers and prevent recurring issues ⢠Automate and integrate workflows to reduce manual work and tool redundancy ⢠Decide what to build, buy, automate, or delegate to Engineering or Finance
⢠Experienced senior individual contributor with significant Salesforce experience ⢠Ability to consult with stakeholders, develop solutions, manage projects, and facilitate change management ⢠Track record in data governance, including defining metrics and customer segments, deduplicating records, and measuring data quality ⢠Experience owning data enrichment, setting enrichment standards, and evaluating providers ⢠Experience building pipeline forecasts and executive leadership reporting ⢠Disciplined approach to releasing changes, including sandbox and user acceptance testing, release communications, and ongoing training ⢠Experience building multi-system architecture that minimizes cost and complexity ⢠Solid understanding of B2B SaaS sales, marketing, and customer success strategy and metrics such as pipeline, net revenue retention, and CAC payback ⢠Hands-on experience supporting sales, marketing, and customer success teams ⢠Track record of launching new tools and driving lasting adoption ⢠Salesforce custom development or creative technical solutions ⢠Salesforce external app integrations ⢠Salesforce data structure management ⢠Salesforce reports and dashboards ⢠Extensive automation experience, including Zapier, GitHub, and Salesforce Flows; examples beyond out-of-the-box triggers and actions preferred ⢠Experience managing vendor relationships, procurement, and renewal negotiations ⢠Comfort working independently with a high degree of autonomy ⢠Comfort using AI tools to solve operational problems at scale
⢠Fully remote work across the US ⢠Robust 99% employer-paid medical, dental, and vision insurance ⢠401k with 100% employer match, up to 4% of your annual salary ⢠Generous monthly allowance to support your wellness and remote work ⢠Uncapped paid time off, with a required minimum ⢠11 company-wide holidays per year ⢠16 weeks of paid parental leave ⢠Travel to spend time with the team, including company-wide offsites ⢠Laptop of choice ⢠Equity grant
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