InvestorFlow is an investor and deal engagement platform that helps investment banks, alternative asset managers, fund administrators, and wealth managers create intelligent digital experiences and dramatically increase productivity and engagement. InvestorFlow is the only solution provider to integrate deal flow management, fundraising, reporting and investor services into one cloud-native platform. InvestorFlow serves over 150 clients including 25 of the top 50 alternative asset managers, with over $3.5 trillion of assets, 750 funds and 90,000 LPs on its combined platform. InvestorFlow is a privately held company based in Menlo Park, California. To learn more, please visit www.investorflow.com

InvestorFlow

Sales

Configure and optimize Salesforce-based products for alternative asset firms.

• Configure and build documentation for Investor Product lines which are built on the Salesforce platform
• Actively participate and communicate with clients during implementation & through post implementation services
• Documentation of client business requirements and/or user stories
• Create and ensure accuracy for client specific test scripts
• Actively participate in ongoing innovation leveraging Salesforce
• Actively participate in internal projects and/or group-based activities

InvestorFlow Jobs in New York City

InvestorFlow

Consultant - Salesforce

InvestorFlow