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

Salesforce Consultant

Contract Salesforce Consultant

Solutions Engineer

• Define and enforce architecture standards, design principles, and reusable solution patterns that ensure consistency, scalability, and quality across all client engagements
• Drive a culture of continuous learning through certifications, emerging technology evaluations, and knowledge-sharing — keeping the team ahead of industry trends including advances in AI and cloud
• Mentor and develop SA talent through structured peer reviews and design critiques, while fostering deep collaboration across engineering, data, and AI practices to bridge the gap between architecture and real-world delivery
• Establish performance expectations, technical certification standards, and competency frameworks aligned to the products, market segments, and client industries.
• Conduct regular 1:1s, call reviews and debriefs to identify skill gaps and coach SAs on solution positioning, discovery, objection handling, and executive engagement.
• Model exemplary SA behavior by personally engaging on the most strategic and complex opportunities demonstrating best practices to the team.
• Design and architect end-to-end technical solutions that align with client business objectives, translating complex requirements into scalable, actionable blueprints
• Lead solution design sessions, producing high-quality architecture documentation including system diagrams, data flow models, and integration patterns – in alignment with the private markets best practices
• Evaluate and recommend technologies, frameworks, and platforms by conducting feasibility assessments and proof-of-concept engagements
• Identify technical risks and dependencies early in the solutioning process, defining mitigation strategies that protect project timelines and outcomes
• Understand, define and collaborate the architecture of InvestorFlow AI powered solutions and ensure they are seamlessly integrated into client’s environment
• Collaborate with product, engineering, and sales teams to ensure proposed solutions are commercially viable and technically sound
• Ability to serve as the primary Solution point of contact for key strategic accounts; building trusted advisor relationships with client stakeholders at all levels
• Drive solution delivery from pre-sales through implementation, ensuring continuity of solution vision and alignment with agreed scope
• Facilitate Executive discovery workshops and requirements-gathering sessions to deeply understand client pain points, workflows, and success criteria
• Proactively communicate solution progress, risks, and changes to both technical and non-technical audiences through clear, structured reporting
• Partner with delivery and project management teams to ensure solutions are implemented on time, within budget, and to the client's satisfaction — championing quality at every stage Identify technical risks and dependencies
• Define and own the pre-sales methodology for the SA team — including discovery frameworks, solution validation approaches, proof-of-concept standards, and proposal/RFP strategy.
• Collaborate with Sales team to qualify opportunities, assign SA resources, and develop pursuit strategies for key accounts
• Drive the technical win strategy for strategic pursuits, including architecture design sessions, executive briefings, competitive differentiation, and value-engineering workshops.
• Serve as key influencer into the Product organization — synthesizing field feedback, feature gaps, and customer requirements into actionable product input.
• Develop and maintain deep, hands-on expertise across the full InvestorFlow product suite — understanding the nuances of each product's capabilities, integration points, and value proposition well enough to design compelling, tailored solutions that resonate with client needs
• Ensure smooth handoffs post-sale, including architecture documentation, scope alignment, and customer success planning (if involved in Sales)
• Work with the Engagement Management to ensure pre-sales scoping is accurate, delivery commitments are achievable, and solutions are of top-notch quality
• Own SA resource allocation, balancing pipeline coverage with team capacity and development priorities.
• Define and report on SA team KPIs including:
• Delivery success and outcomes (e.g. implementation success, on-budget, on-time %)
• Customer impact (time-to-value, CSAT)
• Practice development (reusable assets, product feedback contribution)
• Team capability (certifications/ utilizations)
• Solution quality (# of solutions accepted/ re-work required post-delivery, etc.)
• Build scalable processes for SA activity tracking, opportunity documentation, and knowledge capture in CRM and enablement platforms.
• Conduct quarterly business reviews with Clients and Delivery leadership, presenting SA team performance, market insights, and forward-looking capacity plans.
• Continuously evaluate and improve pre-sales tooling, demo infrastructure, client delivery assets and content libraries to keep the team operating at peak efficiency.

InvestorFlow

Senior Consultant – Salesforce

Contract Salesforce Consultant

Solution Architect

Senior Consultant, Salesforce