USD 135000–153000/yr

Senior Consultant (Salesforce)

United StatesNew YorkFull Timesenior
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,

Technical Tools
OtherConsultant
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.     
  • 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. 
  • 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
  • Location & Eligibility

    Where is the job
    New York, United States
    Hybrid — some on-site time required
    Who can apply
    US
    Listed under
    United States

    Listing Details

    Posted
    April 7, 2026
    First seen
    April 7, 2026
    Last seen
    April 27, 2026

    Posting Health

    Days active
    19
    Repost count
    0
    Trust Level
    43%
    Scored at
    April 27, 2026

    Signal breakdown

    freshnesssource trustcontent trustemployer trust
    Investorflow
    Employees
    125
    Founded
    2015
    View company profile
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    InvestorflowSenior Consultant (Salesforce)USD 135000–153000