Senior Consultant (Salesforce)
InvestorFlowConnecticut, United States • San Francisco, California, United States
Posted October 23, 2025
132000 - 143000 USD year
Full Time
About the Company
InvestorFlow is an AI-powered platform that revolutionizes capital formation and investor engagement in private markets. By integrating front-office workflows from deal origination to fundraising into a unified system, InvestorFlow helps firms raise funds faster, source more deals, and enhance personalized investor experiences. With services including an investor portal and CRM, portfolio reporting, private marketplaces, and asset management solutions, InvestorFlow provides top-tier firms with a strategic technology advantage.
Job Description
InvestorFlow is seeking a Senior Consultant to drive the successful implementation of their Salesforce-based CRM solutions for alternative asset firms. The role involves client engagements, configuration, data migration, and ensuring seamless adoption of InvestorFlow products. This is a 3-week-per-month position based in Greenwich, CT.
Requirements
- 5+ years of experience as a Salesforce Administrator
- Salesforce Administrator certification
- Proven application delivery experience; preferably on SaaS based applications
- Knowledge, preferably working knowledge, of the Public Equities practices
- Excellent verbal and written communication skills
- Skilled team player with experience in a collaborative work environment
Benefits
- Growth opportunities
- Continuous professional development
