Senior Account Manager
VGS
Seniorfull-time$110k–$145k / yearCalifornia, Colorado, Connecticut, Florida, Illinois, New York, Oregon, Texas, Virginia, Washington · 🇺🇸 United States
Posted: 1 day agoSource: jobs.lever.co
Senior Consultant – Salesforce
InvestorFlow
full-time
Posted on:
Location Type: Hybrid
Location: Greenwich • Connecticut • 🇺🇸 United States
Visit company websiteSalary
💰 $132,000 - $143,000 per year
Job Level
Senior
About the role
- 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.
Requirements
- 5+ years of experience as a Salesforce Administrator
- Salesforce Administrator certification
- Preferably 5+ years working in a Private Equity firm or related work experience
- Proven application delivery experience; preferably on SaaS based applications
- Knowledge, preferably working knowledge, of the Public Equities practices
- Excellent verbal and written communication skills; English speaking language is required
- Skilled team player with experience in a collaborative work environment
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Salesforce configurationapplication deliverydata migrationquality assurancetest scriptsSaaS applications
Soft skills
communication skillsteam playercollaborative work
Certifications
Salesforce Administrator certification
