Salesforce Consultant

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 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): configuration of InvestorFlow's core CRM product which is built on Salesforce, application design, application configuration, data & document loading, lead requirements gathering sessions & documentation, test plan & script development, and configuration migration.

You Will:

• 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...