InvestorFlow is a leading provider of integrated CRM and portals for asset and investment managers.
Investor Portal & CRM • Portfolio Reporting • Private Marketplaces • Asset & Investment Managers
51 - 200
💰 $30M Series A on 2022-04
March 30
InvestorFlow is a leading provider of integrated CRM and portals for asset and investment managers.
Investor Portal & CRM • Portfolio Reporting • Private Marketplaces • Asset & Investment Managers
51 - 200
💰 $30M Series A on 2022-04
• 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
• 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 • MUST be located on the West Coast of the United States
• Generous paid sick time • Annual day of service
Apply NowMarch 27
51 - 200
March 26
51 - 200
March 22
501 - 1000
🇺🇸 United States – Remote
💰 $180M Series E on 2021-03
⏰ Full Time
🟢 Junior
🟡 Mid-level
🤑 Sales
🗽 H1B Visa Sponsor
March 21
51 - 200