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InvestorFlow
InvestorFlow

Consultant

Dominican Republic
Full-Time
On-site

TLDR

Help alternative asset firms leverage Salesforce for relationship management and operational efficiency through innovative CRM solutions.

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 updates on the status of the projects to clients 
  • Identify opportunities to continue InvestorFlow’s value-add partnership 

    • You have:

  • 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)

    • InvestorFlow 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 www.investorflow.com. 

    InvestorFlow
    InvestorFlow

    InvestorFlow is an investor and deal engagement platform that redefines how investment firms manage and engage with deals. By combining deal flow management, fundraising, reporting, and investor services into one cloud-native solution, we empower over 175 clients, including top alternative asset managers, to operate with unmatched efficiency and insight.

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    Consultant