Hybrid Senior Consultant – Salesforce

Posted 2 months ago

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About the role

  • Senior Consultant driving implementation of InvestorFlow’s Salesforce-based solutions for alternative asset firms. Requires consulting expertise and technical acumen in a collaborative environment.

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

Job title

Senior Consultant – Salesforce

Job type

Experience level

Senior

Salary

$132,000 - $143,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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