InvestorFlow
Solutions Consultant
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. Are you passionate about solving customer problems, positioning innovative solutions, and enabling software sales teams to win in Private Markets? At InvestorFlow, we are creating end-to-end, engaging experiences that tailor Investor, Fund-Centric Relationship Management and Digital Engagement for Private Markets. The company is strategically positioned to leverage #AgenticAI as a differentiator to enable Raising Capital, Deploying Capital, and Servicing Investor Relationships across Private Equity, Private Capital, and Real Estate. We are seeking a skilled and driven Solutions Consultant for Private Markets to join our team. This role serves as a bridge between product capabilities and business outcomes, helping prospects and customers understand how InvestorFlow's solutions can solve their specific business challenges related to raising and deploying capital in Private Markets. This is a key role in all Sales Cycles to combine product and technical knowledge, business acumen, and consultative selling skills to enable successful engagement throughout the sales cycle and beyond. You Will:
Conduct and enable discovery (prep) sessions in collaboration with Sales Teams, Client Partners, Customer Success Managers, and Product Management to understand target customer (prospects and clients) business processes, challenges, and objectives. Translate target customer requirements into specific InvestorFlow capabilities from the catalog of Applications and Modules available within Cloud offerings. Clearly articulate product value propositions in terms of business outcomes, ROI, and solutions that address customer requirements. Create, customize, or tailor demonstration scripts and propose Solutions that align InvestorFlow's product capabilities with client business goals and identified requirements. Develop and deliver compelling product demonstrations that showcase InvestorFlow's solutions tailored to previously identified customer requirements. Address business, functional and technical questions during the sales process. Drive the creation of RFP/RFI responses with solution-focused content representing InvestorFlow's product capabilities spanning Clouds, Applications, Modules and key target buying and user personas. Effectively enable sales meetings by facilitating internal practice demonstrations that engage and enable Sales Teams, Clients Partners, Product Management, and Executives prior to client meetings. Enable Sales Teams and Client Partners with clear solution proposals, RFP responses, tailored sales demos to increase sales subscriptions and bookings, as well as implementations services of InvestorFlow's products and services including all Clouds, Applications, and Modules. Solution Consultants play a critical role in ensuring delivery and client success teams are successful in implementation and post-delivery support. To enable such success, Solution Consultants shall ensure proper scoping and set realistic client expectations during pre-sales engagement cycles. Configure proof-of-concept (or evaluation) environments for prospective customers to demonstrate InvestorFlow's product capabilities across Clouds, Applications, and Modules. Provide technical validation (or identify and coordinate technical validation) of solution fit for client (prospective or existing) requirements identified during sales cycle discovery, cross-sell, expansion, or customer churn scenarios. In the case where a proposed client solution requires new features or product enhancements, Solution Consultants must ensure proper approval from Product Management. Collaborate with product management on client feedback to capture, describe, and document client pain-points, new feature requests, or new product concepts based on pre-sales client engagement. Analyze client workflows and existing usage data to identify optimization opportunities during sales cycle discovery, cross-sell, expansion, or customer churn scenarios. Maintain deep knowledge of product capabilities, industry trends, and competitive offerings in Private Markets as well as enabling technologies that support Private Market CRM and digital engagement solutions. Document, develop & maintain demonstration environments and scenarios (including sample data, and configurations) that showcase product strengths in conjunction with key target buying and user personas for InvestorFlow's Clouds and Applications. Collaborate and enable Sales Account Executives and Client Partners to develop account strategies and accompanying sales demonstration of InvestorFlow's solutions to contribute to annualized recurring revenue (ARR). Participate in client meetings, workshops, and executive presentations to win new business, increase InvestorFlow's footprint across existing clients, and prevent client churn or loss. Work cross-functionally with Marketing, Product, Professional Services and Customer Success teams to provide insight and validation of InvestorFlow's product market fit and gather feedback to improve future product enhancements. Serve as a Private Markets subject matter expert on industry-specific challenges and InvestorFlow's solutions. Provide Financial Services and Private Markets domain expertise and best practices guidance to clients. Navigate both internal and external stakeholder concerns and objections with InvestorFlow's solutions with empathy and expertise. Facilitate smooth transition from sales to implementation teams through transition documentation and internal meeting as necessary. You Have:
Strong technical aptitude combined with business acumen. Excellent communication skills with both technical and business audiences. Ability to translate complex technical concepts into business value within Private Markets. Consultative approach to understanding and solving customer problems. Presentation and demonstration skills that engage diverse audiences. Solution design thinking and architectural visualization capabilities. Experience is SalesForce and Digital Customer Engagement platforms. Industry domain knowledge relevant to Private Markets or Financial Services. Project management and organizational skills to handle multiple engagements or balance workload across multiple Sales Accounts at once. Adaptability to work with different stakeholders and customer environments. Collaborative mindset for cross-functional teamwork. $150,000 - $170,000 a year. This salary range is based on the national average and may vary based on factors such as location and experience.
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. Are you passionate about solving customer problems, positioning innovative solutions, and enabling software sales teams to win in Private Markets? At InvestorFlow, we are creating end-to-end, engaging experiences that tailor Investor, Fund-Centric Relationship Management and Digital Engagement for Private Markets. The company is strategically positioned to leverage #AgenticAI as a differentiator to enable Raising Capital, Deploying Capital, and Servicing Investor Relationships across Private Equity, Private Capital, and Real Estate. We are seeking a skilled and driven Solutions Consultant for Private Markets to join our team. This role serves as a bridge between product capabilities and business outcomes, helping prospects and customers understand how InvestorFlow's solutions can solve their specific business challenges related to raising and deploying capital in Private Markets. This is a key role in all Sales Cycles to combine product and technical knowledge, business acumen, and consultative selling skills to enable successful engagement throughout the sales cycle and beyond. You Will:
Conduct and enable discovery (prep) sessions in collaboration with Sales Teams, Client Partners, Customer Success Managers, and Product Management to understand target customer (prospects and clients) business processes, challenges, and objectives. Translate target customer requirements into specific InvestorFlow capabilities from the catalog of Applications and Modules available within Cloud offerings. Clearly articulate product value propositions in terms of business outcomes, ROI, and solutions that address customer requirements. Create, customize, or tailor demonstration scripts and propose Solutions that align InvestorFlow's product capabilities with client business goals and identified requirements. Develop and deliver compelling product demonstrations that showcase InvestorFlow's solutions tailored to previously identified customer requirements. Address business, functional and technical questions during the sales process. Drive the creation of RFP/RFI responses with solution-focused content representing InvestorFlow's product capabilities spanning Clouds, Applications, Modules and key target buying and user personas. Effectively enable sales meetings by facilitating internal practice demonstrations that engage and enable Sales Teams, Clients Partners, Product Management, and Executives prior to client meetings. Enable Sales Teams and Client Partners with clear solution proposals, RFP responses, tailored sales demos to increase sales subscriptions and bookings, as well as implementations services of InvestorFlow's products and services including all Clouds, Applications, and Modules. Solution Consultants play a critical role in ensuring delivery and client success teams are successful in implementation and post-delivery support. To enable such success, Solution Consultants shall ensure proper scoping and set realistic client expectations during pre-sales engagement cycles. Configure proof-of-concept (or evaluation) environments for prospective customers to demonstrate InvestorFlow's product capabilities across Clouds, Applications, and Modules. Provide technical validation (or identify and coordinate technical validation) of solution fit for client (prospective or existing) requirements identified during sales cycle discovery, cross-sell, expansion, or customer churn scenarios. In the case where a proposed client solution requires new features or product enhancements, Solution Consultants must ensure proper approval from Product Management. Collaborate with product management on client feedback to capture, describe, and document client pain-points, new feature requests, or new product concepts based on pre-sales client engagement. Analyze client workflows and existing usage data to identify optimization opportunities during sales cycle discovery, cross-sell, expansion, or customer churn scenarios. Maintain deep knowledge of product capabilities, industry trends, and competitive offerings in Private Markets as well as enabling technologies that support Private Market CRM and digital engagement solutions. Document, develop & maintain demonstration environments and scenarios (including sample data, and configurations) that showcase product strengths in conjunction with key target buying and user personas for InvestorFlow's Clouds and Applications. Collaborate and enable Sales Account Executives and Client Partners to develop account strategies and accompanying sales demonstration of InvestorFlow's solutions to contribute to annualized recurring revenue (ARR). Participate in client meetings, workshops, and executive presentations to win new business, increase InvestorFlow's footprint across existing clients, and prevent client churn or loss. Work cross-functionally with Marketing, Product, Professional Services and Customer Success teams to provide insight and validation of InvestorFlow's product market fit and gather feedback to improve future product enhancements. Serve as a Private Markets subject matter expert on industry-specific challenges and InvestorFlow's solutions. Provide Financial Services and Private Markets domain expertise and best practices guidance to clients. Navigate both internal and external stakeholder concerns and objections with InvestorFlow's solutions with empathy and expertise. Facilitate smooth transition from sales to implementation teams through transition documentation and internal meeting as necessary. You Have:
Strong technical aptitude combined with business acumen. Excellent communication skills with both technical and business audiences. Ability to translate complex technical concepts into business value within Private Markets. Consultative approach to understanding and solving customer problems. Presentation and demonstration skills that engage diverse audiences. Solution design thinking and architectural visualization capabilities. Experience is SalesForce and Digital Customer Engagement platforms. Industry domain knowledge relevant to Private Markets or Financial Services. Project management and organizational skills to handle multiple engagements or balance workload across multiple Sales Accounts at once. Adaptability to work with different stakeholders and customer environments. Collaborative mindset for cross-functional teamwork. $150,000 - $170,000 a year. This salary range is based on the national average and may vary based on factors such as location and experience.