Senior Consultant (Salesforce) at InvestorFlow

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.  This job will require someone to be on-site in Greenwich, CT 3x/week.



You Will:

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 andtest scripts. 

Manage client expectations and act as a key liaisonfor 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. 

You Have:

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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