InvestorFlow · 2 months ago
Senior Consultant (Salesforce)
Greenwich, CT
Full-time
Onsite
Senior Level
$132K/yr - $153K/yr
5+ years expInvestorFlow 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. The Senior Consultant will drive successful implementation of InvestorFlow’s solutions, requiring a mix of consulting expertise, technical acumen, and business understanding.
CrowdfundingFinancial ServicesFinTechSoftware
Responsibilities
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
Qualification
Required
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
Company
InvestorFlow
InvestorFlow is a fundraising and investor reporting tool for private equity, VC, RE, credit funds, hedge funds, and wealth management.
51-200 employees
H1B Sponsorship
InvestorFlow has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (1)
Funding
Current Stage
Growth StageTotal Funding
$30MKey Investors
Ambina Partners
2022-04-07Series A· $30M
Leadership Team
Minseok Kang
CTO
Brian Marchand
Strategic Advisor
Recent News
Global Legal Chronicle
2024-05-19
2024-05-05
Company data provided by crunchbase