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- Tasks: Lead client engagements and ensure successful implementation of Salesforce solutions.
- Company: InvestorFlow is a pioneering CRM platform for alternative asset firms, driving innovation in finance.
- Benefits: Enjoy a dynamic work environment with opportunities for professional growth and collaboration.
- Why this job: Join a high-growth company and develop diverse skills while working with top-tier clients.
- Qualifications: 5+ years as a Salesforce Administrator with relevant certification and experience in Private Equity.
- Other info: Be part of a culture that values learning, agility, and inclusivity in the financial industry.
The predicted salary is between 43200 - 72000 £ per year.
InvestorFlow is the only company of its kind to deliver industry-specific 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.
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 and test scripts.
- Manage client expectations and act as a key liaison for 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.
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 prioritises 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.
Senior Consultant (Salesforce) employer: InvestorFlow
Contact Detail:
InvestorFlow Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Consultant (Salesforce)
✨Tip Number 1
Familiarise yourself with InvestorFlow's specific CRM solutions and how they integrate with Salesforce. Understanding their unique offerings will allow you to speak confidently about how you can contribute to their implementation success during interviews.
✨Tip Number 2
Network with current or former employees of InvestorFlow on platforms like LinkedIn. Engaging in conversations with them can provide valuable insights into the company culture and expectations, which can help you tailor your approach when applying.
✨Tip Number 3
Prepare to discuss your experience in managing client relationships and expectations. Since this role involves acting as a key liaison for client change requests, showcasing your ability to handle such situations effectively will set you apart.
✨Tip Number 4
Highlight your adaptability and experience in fast-paced environments during any discussions. Given the dynamic nature of the role, demonstrating your ability to wear multiple hats and thrive under pressure will resonate well with the hiring team.
We think you need these skills to ace Senior Consultant (Salesforce)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience, particularly in Salesforce administration and consulting. Emphasise any work you've done in private equity or related fields, as this is a key requirement for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of InvestorFlow's solutions and how your skills align with their needs. Mention specific examples of past projects where you successfully implemented Salesforce solutions.
Highlight Communication Skills: Given the importance of communication in this role, ensure your application reflects your verbal and written communication skills. Use clear and concise language to demonstrate your ability to convey complex information effectively.
Showcase Adaptability: InvestorFlow values adaptability and innovation. Include examples in your application that illustrate your ability to thrive in fast-paced environments and manage multiple responsibilities simultaneously.
How to prepare for a job interview at InvestorFlow
✨Understand the Role
Make sure you thoroughly understand the responsibilities of a Senior Consultant at InvestorFlow. Familiarise yourself with Salesforce and how it integrates into their solutions, as well as the specific needs of alternative asset firms.
✨Showcase Your Experience
Prepare to discuss your previous experience as a Salesforce Administrator and any relevant work in Private Equity. Highlight specific projects where you've successfully implemented solutions and how you managed client expectations.
✨Demonstrate Communication Skills
Since excellent verbal and written communication skills are essential, practice articulating your thoughts clearly. Be ready to explain complex concepts in simple terms, especially when discussing technical aspects of Salesforce.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving abilities. Think about past challenges you've faced in client engagements and how you navigated them, particularly in fast-paced environments.
