
51 - 200 employees
💸 Finance
☁️ SaaS
🤖 Artificial Intelligence
💰 $30M Series A on 2022-04
Finance • SaaS • Artificial Intelligence
InvestorFlow is an AI-powered digital transformation suite for the private capital sector, focusing on alternative assets. The company provides a CRM and Digital Engagement Platform that offers relationship intelligence, opportunity origination, and deal collaboration capabilities, transforming relationships into capital, investments, and partnerships. InvestorFlow integrates with Salesforce as a key partner, providing intelligent data-driven solutions for enterprise deal and fundraising pipeline management, asset management, investor relations, and fund reporting and analytics. The platform is utilized by over 150 clients, including top alternative asset managers, managing more than $6 trillion in assets. InvestorFlow is privately owned and headquartered in Menlo Park, California, with offices in New York City and London.
🕒 February 24
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51 - 200 employees
💸 Finance
☁️ SaaS
🤖 Artificial Intelligence
💰 $30M Series A on 2022-04
Finance • SaaS • Artificial Intelligence
InvestorFlow is an AI-powered digital transformation suite for the private capital sector, focusing on alternative assets. The company provides a CRM and Digital Engagement Platform that offers relationship intelligence, opportunity origination, and deal collaboration capabilities, transforming relationships into capital, investments, and partnerships. InvestorFlow integrates with Salesforce as a key partner, providing intelligent data-driven solutions for enterprise deal and fundraising pipeline management, asset management, investor relations, and fund reporting and analytics. The platform is utilized by over 150 clients, including top alternative asset managers, managing more than $6 trillion in assets. InvestorFlow is privately owned and headquartered in Menlo Park, California, with offices in New York City and London.
• Develop and deliver new features for our Salesforce applications, including Apex, LWC, and integrations • Maintain existing Salesforce functionality, including Apex, legacy Aura components, and flows • Configure and customize Salesforce environments to meet the needs of the development, QA, and implementation teams • Diagnose and resolve complex issues in production environments • Assist in the design and delivery of complex product implementation requests • Create and maintain technical documentation and participate in code reviews • Follow Salesforce best practices for development and security, as well as company standards for code quality
• At least 3 years of experience working with Salesforce in a technical role • Familiarity with standard Salesforce design and architectural patterns • Experience with all Salesforce configuration, including flows, custom metadata, profiles and permission sets, and sharing models • Strong understanding of Salesforce governor limits, bulkification, and optimization for high volume environments • Experience writing LWC components and javascript (ES6+) • Experience writing Apex unit tests, batch/queueable Apex, and APIs • An understanding of integration basics, such as security considerations, authentication processes (OAuth, Auth0), and API design • Solid understanding of SOQL and Salesforce’s database model • Experience with an IDE that supports Salesforce development and version control tools (Git/Github) • Experience working with Salesforce DX and CI/CD pipelines • Strong technical problem-solving and analytical thinking skills • Experience working within an Agile development cycle • Experience working in a collaborative environment and learning from others • Demonstrated commitment to learning within the Salesforce space
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