Source description
About the role
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. Salesforce Consultant with 3+ years of experience configuring and optimizing Salesforce solutions, including user management, security design, workflow automation, and third-party integrations. Experienced in translating business requirements into scalable technical solutions, managing client-facing projects, coordinating QA/UAT activities, and delivering successful implementations. Strong analytical, problem-solving, and stakeholder management skills with a proven ability to drive client success and business value.
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