Senior Consultant implementing Salesforce-based solutions at InvestorFlow for alternative asset firms. Leading client engagements and managing Salesforce configurations to optimize integrations.
Responsibilities
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 and test scripts.
Manage client expectations and act as a key liaison for 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.
Requirements
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
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