InvestorFlow
Join to apply for the
Senior Consultant (Salesforce)
role at
InvestorFlow Join to apply for the
Senior Consultant (Salesforce)
role at
InvestorFlow Get AI-powered advice on this job and more exclusive features. 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. 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. We are open to candidates from the tri-state area, but must be able to sit on client site 3x/week in Greenwich, CT.
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
$139,000 - $153,000 a year
This salary is based on the national average and may vary based on factors such as experience and location.
We are open to candidates from the tri-state area.
Why Join InvestorFlow?
Work with top-tier clients
as we expand from SMBs to enterprise-level firms.
Be part of a high-growth company
where adaptability, innovation, and collaboration drive success.
Gain exposure to a variety of roles
—whether leading a strategy session or troubleshooting technical issues, you’ll develop a diverse skill set.
Engage in a culture of learning and agility
where rapid growth offers continuous opportunities for professional development.
InvestorFlow
is an investor and deal engagement platform that prioritizes intelligent digital experiences, productivity, and engagement. Our cloud-native platform integrates deal flow management, fundraising, reporting, and investor services. We are proud to serve over 175 clients, including 25 of the top 50 alternative asset managers, managing more than $6 trillion in assets, 750 funds, and 90,000 LPs. Headquartered in Menlo Park, California, we are committed to driving innovation and inclusivity in the financial industry. To learn more about our company, please visit www.investorflow.com . Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Consulting, Information Technology, and Sales Industries Software Development Referrals increase your chances of interviewing at InvestorFlow by 2x Get notified about new Senior Consultant jobs in
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Senior Consultant (Salesforce)
role at
InvestorFlow Join to apply for the
Senior Consultant (Salesforce)
role at
InvestorFlow Get AI-powered advice on this job and more exclusive features. 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. 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. We are open to candidates from the tri-state area, but must be able to sit on client site 3x/week in Greenwich, CT.
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
$139,000 - $153,000 a year
This salary is based on the national average and may vary based on factors such as experience and location.
We are open to candidates from the tri-state area.
Why Join InvestorFlow?
Work with top-tier clients
as we expand from SMBs to enterprise-level firms.
Be part of a high-growth company
where adaptability, innovation, and collaboration drive success.
Gain exposure to a variety of roles
—whether leading a strategy session or troubleshooting technical issues, you’ll develop a diverse skill set.
Engage in a culture of learning and agility
where rapid growth offers continuous opportunities for professional development.
InvestorFlow
is an investor and deal engagement platform that prioritizes intelligent digital experiences, productivity, and engagement. Our cloud-native platform integrates deal flow management, fundraising, reporting, and investor services. We are proud to serve over 175 clients, including 25 of the top 50 alternative asset managers, managing more than $6 trillion in assets, 750 funds, and 90,000 LPs. Headquartered in Menlo Park, California, we are committed to driving innovation and inclusivity in the financial industry. To learn more about our company, please visit www.investorflow.com . Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Consulting, Information Technology, and Sales Industries Software Development Referrals increase your chances of interviewing at InvestorFlow by 2x Get notified about new Senior Consultant jobs in
New York, NY . New York, NY $110,000.00-$160,000.00 1 day ago Senior Consultant - Strategy and Operations
New York, NY $100,000.00-$120,000.00 1 day ago New York, NY $100,000.00-$150,000.00 3 weeks ago New York City Metropolitan Area $110,000.00-$160,000.00 1 day ago Senior Principal (Senior Vice President), Consultant Relations
New York, NY $500,000.00-$900,000.00 4 weeks ago New York City Metropolitan Area $100,000.00-$150,000.00 2 weeks ago Manhattan, NY $112,925.08-$133,456.92 2 days ago Senior Manager, Strategy & Business Development
New York, NY $80,000.00-$100,000.00 1 day ago New York County, NY $95,000.00-$165,000.00 2 weeks ago Senior Consultant, MedTech - Strategic Advisory
New York, NY $115,000.00-$125,000.00 2 weeks ago Senior Consultant – Healthcare & Life Sciences, Commercial Strategy
New York City Metropolitan Area 3 weeks ago New York, NY $160,000.00-$180,000.00 1 week ago Senior Manager, Retail Marketing & Events
New York City Metropolitan Area 2 weeks ago New York, NY $126,120.00-$209,880.00 1 week ago Senior Manager, New Business Development, Strategic Partnerships
New York City Metropolitan Area $126,120.00-$209,880.00 1 day ago Senior Business Automation Manager of Data Strategy
New York, NY $144,000.00-$216,000.00 1 day ago Senior Manager, Strategic Projects - Partnerships
New York, NY $135,000.00-$165,000.00 5 days ago Senior Business Development Manager, Fintech
New York City Metropolitan Area $80,000.00-$130,000.00 2 weeks ago New York, NY $135,000.00-$160,000.00 2 months ago Senior Manager, HR Business Process and Operations
Senior Manager, Monetization Ops & Strategy
New York, NY $123,000.00-$192,000.00 5 days ago Senior Strategic Partnership Manager - Payment, Identity & Integrity
Senior Manager Business Development, Data and Measurement
New York, NY $155,000.00-$210,000.00 2 weeks ago New York, NY $69,525.00-$69,525.00 2 weeks ago Senior Manager, Global Brand Strategy & Consumer Engagement
New York, NY $130,000.00-$140,000.00 1 month ago New York, NY $128,100.00-$168,000.00 2 weeks ago New York, NY $115,724.74-$152,000.00 18 hours ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr