Salesforce Consultant

Salesforce Consultant

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.

You Will:

• 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 clients with project status updates.
• Identify opportunities to continue InvestorFlow’s value-add partnership.

You Have:

• 3+ years of experience configuring the Salesforce platform, including user management, object configuration, security 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 a demonstrated ability to meet deadlines.
• Experience working with third-party applications (e.g., Conga).

InvestorFlow serves over 175 clients, including 25 of the top 50 alternative asset managers, managing over $6 trillion in assets. Headquartered in San Francisco, California, we are committed to driving innovation and inclusivity in the financial industry. AI tools may be used to support the hiring process; these tools assist but do not replace human judgment. Final hiring decisions are made by humans.