Associate Tech Support

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...