🛠 Tech Stack

💼 About This Role

You'll lead Salesforce implementations for alternative asset firms, driving seamless integration of InvestorFlow's CRM solutions. You'll act as a key liaison, managing client expectations and ensuring adoption of SaaS applications.

🎯 What You'll Do

• Lead client engagements and facilitate business requirement sessions.
• Manage Salesforce configuration and supporting build documentation.
• Design and configure applications, gather and migrate data.
• Create and execute client-specific test scripts for quality assurance.

📋 Requirements

• 5+ years of experience as a Salesforce Administrator
• Salesforce Administrator certification
• Application delivery experience on SaaS based applications

✨ Nice to Have

• 5+ years working in a Private Equity firm
• Knowledge of Public Equities practices