Senior Consultant (Salesforce) job opportunity at InvestorFlow.



Date2026-04-07 bot
InvestorFlow Senior Consultant (Salesforce)
Experience: 5-years
Pattern: full-time
apply Apply Now
Salary:
Status:

Job

Copy Link Report
degreeGeneral
loacation New York, NY, United States Of America
loacation New York, NY....United States Of America
Auto GPT Summarize Enabled

<p><b>InvestorFlow</b> 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.</p><p><br></p><p><span style="font-size: 12pt;">We are looking for a </span><strong style="font-size: 12pt;">Senior Consultant</strong><span style="font-size: 12pt;"> 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. </span></p> <p>&nbsp;</p> <p><span style="font-size: 12pt;">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.&nbsp;&nbsp;We are open to candidates from the tri-state area. &nbsp;&nbsp;&nbsp;&nbsp;</span></p>\n<p></p><p><br></p><b>You Will:</b><ul> <li><strong>Lead client engagements</strong> by facilitating business requirement sessions and translating them into clear, actionable deliverables.&nbsp;</li> <li><strong>Manage Salesforce configuration</strong> and oversee the development of supporting build documentation.&nbsp;</li> <li><strong>Drive implementation success</strong> by designing and configuring applications, gathering and migrating data, and ensuring seamless adoption of InvestorFlow solutions.&nbsp;</li> <li><strong>Ensure quality assurance</strong> through the creation and execution of client-specific deliverables andtest scripts.&nbsp;</li> <li><strong>Manage client expectations </strong>and act as a key liaisonfor client change requests, providing Level 1 / Level 2 support and triaging escalations.&nbsp;</li> <li><strong>Play a strategic role in internal initiatives</strong>, contributing to process improvements and best practices.&nbsp;</li> </ul><p><br></p><b>You Have:</b><ul> <li>5+ years of experience as a Salesforce Administrator&nbsp;&nbsp;</li> <li>Salesforce Administrator certification&nbsp;</li> <li>Preferably 5+ years working in a Private Equity firm or related work experience&nbsp;&nbsp;&nbsp;&nbsp;</li> <li>Proven application delivery experience; preferably on SaaS based applications</li> <li>Knowledge, preferably working knowledge, of the Public Equities practices&nbsp;&nbsp;</li> <li>Excellent verbal and written communication skills; English speaking language is required&nbsp;</li> <li>Skilled team player with experience in a collaborative work environment</li> </ul><p><br></p><p></p>\n<div>$135,000 - $153,000 a year</div><small><div>This salary is based on the national average and may vary based on factors such as experience and location.</div> <div>&nbsp;</div> <div><u><strong style="font-size: 16px;">We are open to candidates from the NY tri-state area.</strong></u></div></small>\n<p><strong style="font-size: 14pt;">Why Join InvestorFlow?</strong><span style="font-size: 14pt;">&nbsp;</span></p> <p><strong style="font-size: 12pt;">Work with top-tier clients</strong><span style="font-size: 12pt;"> as we expand from SMBs to enterprise-level firms.&nbsp;</span></p> <p><strong style="font-size: 12pt;">Be part of a high-growth company</strong><span style="font-size: 12pt;"> where adaptability, innovation, and collaboration drive success.&nbsp;</span></p> <p><strong style="font-size: 12pt;">Gain exposure to a variety of roles</strong><span style="font-size: 12pt;">—whether leading a strategy session or troubleshooting technical issues, you’ll develop a diverse skill set.&nbsp;</span></p> <p><strong style="font-size: 12pt;">Engage in a culture of learning and agility</strong><span style="font-size: 12pt;"> where rapid growth offers continuous opportunities for professional development.&nbsp;</span></p><p><br></p><p><b>InvestorFlow</b> is an investor and deal engagement platform that prioritizes intelligent digital experiences, productivity, and engagement. Our cloud-native platform integrates deal flow management, fundraising, reporting, and investor services. We are proud to serve over 175 clients, including 25 of the top 50 alternative asset managers, managing more than $6 trillion in assets, 750 funds, and 90,000 LPs. Headquartered in San Francisco, California, we are committed to driving innovation and inclusivity in the financial industry. To learn more about our company, please visit <a class="postings-link" href="http://www.investorflow.com/">www.investorflow.com</a>.&nbsp;</p>

Other Ai Matches

Senior Product Support Engineer Applicants are expected to have a solid experience in handling Job related tasks
Senior Consultant (Salesforce) Applicants are expected to have a solid experience in handling Job related tasks
remote-jobserver Remote
Software Engineer, Platform &amp; Integrations (Santo Domingo) Applicants are expected to have a solid experience in handling Platform &amp; Integrations (Santo Domingo) related tasks
Senior Product Support Engineer Applicants are expected to have a solid experience in handling Job related tasks