InvestorFlow

Sales

• 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.

Senior Consultant, Salesforce

Product Manager

• Support market research efforts to understand customer needs and pain points, contributing to product value propositions that align with business goals and revenue targets (ARR, NRR).
• Assist senior product managers in identifying Minimum-Viable Products (MVPs), value-based target outcomes, and key “Jobs-To-Be-Done” across assigned product areas.
• Help gather and analyze customer surveys, RFPs, and product analytics to understand customer motivations and behaviors, supporting data-driven product requirements.
• Partner with UX/UI designers to deliver intuitive and delightful user experiences.
• Develop, document, and evangelize product initiatives and features as well as sequence delivery plans to ensure scalable growth or create operational efficiencies for customers and in line with company business goals. (Product Board)
• Drive product planning and create “Commit-to-Plan” product milestones across strategies, initiatives, and features on a release, quarterly, and annual basis.
• Own the product backlog, prioritizing features and initiatives based on impact, outcomes, feasibility, customer needs, revenue targets, and innovation.
• Collaborate with engineering teams to ensure timely delivery of high-quality product releases, always shepherding and evangelizing key priorities.
• Monitor product development progress, proactively removing roadblocks and ensuring smooth execution to ensure the product is introduced to the market as intended.
• Demonstrate accountability from committed product plans through product delivery, including capabilities available to sell (demonstrate), implement (to new and existing SAAS environments), recognize revenue, and drive customer adoption and stickiness.
• Serve as a key contributor across cross-functional teams, including design, engineering, marketing, sales, support, and implementation teams.
• Help prepare and communicate product updates and priorities for stakeholder reviews across weekly, monthly, and quarterly cadences.
• Contribute to “Tell-A-Story” presentations on product roadmaps, design options, and delivery plans for internal and external audiences.
• Help facilitate feedback loops with customers and internal teams to continuously improve the product.
• Assist in maintaining the product roadmap by gathering inputs, tracking progress, and ensuring alignment with company objectives.
• Use data-driven insights to support product decisions, learning to balance short-term wins with long-term investments.
• Support the tracking and reporting of Service Level Agreements (SLAs) to ensure reliability and performance commitments.
• Help ensure product considerations are documented across initiatives—including supportability, risk, frictionless experiences, impact, and feasibility—and contribute inputs for sales cycles and customer implementations.

Associate Product Manager

Salesforce Developer

• Develop and deliver new features for our Salesforce applications, including Apex, LWC, and integrations
• Maintain existing Salesforce functionality, including Apex, legacy Aura components, and flows
• Configure and customize Salesforce environments to meet the needs of the development, QA, and implementation teams
• Diagnose and resolve complex issues in production environments
• Assist in the design and delivery of complex product implementation requests
• Create and maintain technical documentation and participate in code reviews
• Follow Salesforce best practices for development and security, as well as company standards for code quality