InvestorFlow

Senior Consultant (Salesforce)

New York, NY · Senior

Sponsorship not specified$135k-$153kDetected 106 days ago

SalesforceCRMCollaborationAdaptability

About the role

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.
Work with top-tier clients as we expand from SMBs to enterprise-level firms.

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.
Manage client expectations and act as a key liaisonfor client change requests, providing Level 1 / Level 2 support and triaging escalations.

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.

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.
We are open to candidates from the tri-state area.

This listing is sourced directly from InvestorFlow's careers page and normalized into a canonical job model.