Eastern/Western Regional Sales Manager at CTR America leading objectives and securing new business. Requires extensive travel with management of cross - functional teams and customer relations.
About the role
- Senior Consultant implementing Salesforce-based solutions at InvestorFlow for alternative asset firms. Leading client engagements and managing Salesforce configurations to optimize integrations.
Responsibilities
- 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.
Requirements
- 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
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