Senior Consultant, Salesforce

🕒 April 7

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InvestorFlow

WebsiteLinkedInAll Job Openings

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.

📋 Description

• Lead client engagements by facilitating business requirement sessions and translating them into clear, actionable deliverables. • Manage Salesforce configuration and oversee the development of supporting build documentation. • Drive implementation success by designing and configuring applications, gathering and migrating data, and ensuring seamless adoption of InvestorFlow solutions. • Ensure quality assurance through the creation and execution of client-specific deliverables and test scripts. • Manage client expectations and act as a key liaison for client change requests, providing Level 1 / Level 2 support and triaging escalations. • Play a strategic role in internal initiatives, contributing to process improvements and best practices.

🎯 Requirements

• 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