Investorflow
Investorflow27d ago

Consultant

Santiago De Los CaballerosFull Timemid
OtherConsultant
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Quick Summary

Overview

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.

Technical Tools
salesforceproject-management
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.
  • Establish trusted relationships with clients 
  • Translate business requirements into working technical solutions 
  • Configure the Salesforce platform using advanced workflows and third-party applications 
  • Implement processes that align with client business objectives 
  • Collaborate with the project team and clients  
  • Coordinate QA and UAT activities 
  • Delegate tasks to others including the data and delivery teams 
  • Provide updates on the status of the projects to clients 
  • Identify opportunities to continue InvestorFlow’s value-add partnership 
  • 3+ years experience configuring the Salesforce platform including user management, object configuration, securing design, and advanced workflows
  • 2+ years of experience designing configuration-based solutions on the Salesforce platform
  • Project management experience  
  • Analytical and problem-solving abilities 
  • The ability to be prescriptive and offer recommendations for success 
  • A strong work ethic with demonstrated ability to meet deadlines 
  • Experience working with third-party applications (e.g. Conga)

    • Location & Eligibility

    Where is the job
    Santiago De Los Caballeros
    On-site at the office
    Who can apply
    Same as job location
    Listed under
    Worldwide

    Listing Details

    Posted
    April 15, 2026
    First seen
    April 15, 2026
    Last seen
    May 11, 2026

    Posting Health

    Days active
    25
    Repost count
    0
    Trust Level
    29%
    Scored at
    May 11, 2026

    Signal breakdown

    freshnesssource trustcontent trustemployer trust
    Apply for this position
    Investorflow
    Investorflow
    lever
    Employees
    125
    Founded
    2015
    Domain
    investorflow.com
    Jobs
    View 17 jobs
    View company profile

    4 other jobs at Investorflow

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    AI Product Builder, Associate
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