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InvestorFlow

Posted 2 months ago

Open

Consultant

Santiago de los CaballerosOn-siteFull-time

AI Summary

Consultant role focusing on configuring Salesforce for clients, translating requirements into technical solutions, and coordinating QA/UAT while guiding project teams.

About this role

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)

    • Skills

    Advanced WorkflowsCollaboration With ClientsCongaData DelegationDelivery CoordinationObject ConfigurationProject ManagementQARequirement ElicitationSalesforce ConfigurationSecurity DesignThird-party IntegrationsUATUser Management

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