Job Description

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.

The Associate Consultant will be an active and responsible member of the InvestorFlow Services team. This resource will be actively participating in the Services implementation and post-implementation activities that are centered on the enablement of InvestorFlow Products. Activities include (not limited to): application configuration, data & document loading, requirements gathering & documentation, test script development, and configuration migration.

You Will:

• Actively participate and communicate with clients during implementation & through post implementation services.
• Configuration and build documentation for Investor Product lines.
• Documentation of client business requirements and/or user stories.
• Create and ensure accuracy for client specific test scripts.
• Create configuration / build documentation.
• Triage and act as the Level 1 / 2 for client change requests.
• Actively participate in internal projects and/or group-based activities.

You Have:

• Salesforce Admin Certification
• 1-2 years of experience working in Salesforce
• Excellent verbal and written communication skills; English speaking language is required.
• Skilled team player with demonstrated experience in building and maintaining successful, influential, collaborative working relationships in a matrixed environment at all levels of a global organization.
• Ability to be "quick learner" of business processes and related technologies supported through InvestorFlow.
• An enthusiastic, high-energy, and motivated professional who is visibly passionate about driving client success.
• Strong focus on execution.
• Team player - someone who is able to work with a diverse team globally.

$65,000 - $85,000 a year

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

Job Tags

Similar Jobs