Posted 3 months ago
Senior Consultant (Salesforce)
New York, NYOn-siteFull-time
AI Summary
Senior Consultant who leads client engagements for InvestorFlow, configuring Salesforce and supporting implementations for alternative asset firms, driving adoption and managing integrations.
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.
We are looking for a Senior Consultant 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.
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. We are open to candidates from the tri-state area.
You Will:
You Have:
Skills
ConfigurationData MigrationPrivate EquityPublic EquitiesSaaSSalesforceSalesforce Administrator Certification
