Senior Consultant (Salesforce)

Senior Consultant

We are looking for a Senior Consultant to drive successful implementation of InvestorFlow’s solutions. This dynamic role requires a mix of consulting expertise, technical acumen, and business understanding to ensure seamless integration and optimization within client environments.

You Will:

• 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.

You Have:

• 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

Why Join InvestorFlow?

• Work with top-tier clients as we expand from SMBs to enterprise-level firms.
• Be part of a high-growth company where adaptability, innovation, and collaboration drive success.
• Gain exposure to a variety of roles – whether leading a strategy session or troubleshooting technical issues, you’ll develop a diverse skill set.
• Engage in a culture of learning and agility where rapid growth offers continuous opportunities for professional development.

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