Senior Consultant (Salesforce)

New YorkFull Timesenior

OtherConsultant

0 views0 saves0 applied

Apply Now

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