Senior Consultant (Salesforce)
About The Position
InvestorFlow 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, create and manage relationships, and turn relationship insights into action with increased productivity and transparency. We are looking for a Senior Consultant to drive successful implementation of InvestorFlow’s solutions. This is a dynamic role requiring a mix of consulting expertise, technical acumen, and business understanding to ensure seamless integration and optimization of our products within client environments. Our ideal candidate thrives in fast-paced settings, is comfortable wearing multiple hats, and can transition between leading high-level discussions and executing hands-on tasks. We are open to candidates from the tri-state area.
Requirements
- 5+ years of experience as a Salesforce Administrator
- Salesforce Administrator certification
- Excellent verbal and written communication skills; English speaking language is required
- Skilled team player with experience in a collaborative work environment
Nice To Haves
- 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
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 andtest scripts.
- Manage client expectations and act as a key liaisonfor 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.
Benefits
- Work with top-tier clients as we expand from SMBs to enterprise-level firms.
- Be part of a high-growth company where adaptability, innovation, and collaboration drive success.
- Gain exposure to a variety of roles —whether leading a strategy session or troubleshooting technical issues, you’ll develop a diverse skill set.
- Engage in a culture of learning and agility where rapid growth offers continuous opportunities for professional development.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
11-50 employees
