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.
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 San Francisco, California, we are committed to driving innovation and inclusivity in the financial industry. To learn more about our company, please visit www.investorflow.com.
- Establish trusted relationships with clients
- Translate business requirements into working technical solutions
- Configure the Salesforce platform using advanced workflows and third-party applications
- Implement processes that align with client business objectives
- Collaborate with the project team and clients
- Coordinate QA and UAT activities
- Delegate tasks to others including the data and delivery teams
- Provide updates on the status of the projects to clients
- Identify opportunities to continue InvestorFlow’s value-add partnership
- 3+ years experience configuring the Salesforce platform including user management, object configuration, securing design, and advanced workflows
- 2+ years of experience designing configuration-based solutions on the Salesforce platform
- Project management experience
- Analytical and problem-solving abilities
- The ability to be prescriptive and offer recommendations for success
- A strong work ethic with demonstrated ability to meet deadlines
- Experience working with third-party applications (e.g. Conga)