Senior Consultant, Salesforce

InvestorFlow

. Lead client engagements by facilitating business requirement sessions and translating them into clear, actionable deliverables.

Posted 4/7/2026full-timeNew York City • New York • 🇺🇸 United StatesSenior💰 $135,000 - $145,000 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Benefits

Comp & perks

🌐 Worldwide Post a Job Affiliates ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs Account InvestorFlow Website LinkedIn All Job Openings 51 - 200 employees 💸 Finance ☁️ SaaS 🤖 Artificial Intelligence 💰 $30M Series A on 2022-04 Finance
SaaS
Artificial Intelligence InvestorFlow is an AI-powered digital transformation suite for the private capital sector, focusing on alternative assets. The company provides a CRM and Digital Engagement Platform that offers relationship intelligence, opportunity origination, and deal collaboration capabilities, transforming relationships into capital, investments, and partnerships. InvestorFlow integrates with Salesforce as a key partner, providing intelligent data-driven solutions for enterprise deal and fundraising pipeline management, asset management, investor relations, and fund reporting and analytics. The platform is utilized by over 150 clients, including top alternative asset managers, managing more than $6 trillion in assets. InvestorFlow is privately owned and headquartered in Menlo Park, California, with offices in New York City and London. Senior Consultant, Salesforce 🔥 24 minutes ago 🏢🏡 New York City – Hybrid 💵 $135k - $145k / year ⏰ Full Time 🟠 Senior 🤑 Sales Apply Now Find Hiring Managers Customize resume for this job ☆ Save ☑️ Mark as applied ❌ Hide Report problem 📋 Description
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 Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Product Sales Specialist 🔥 8 hours ago Adobe 10,000+ employees Website LinkedIn All Job Openings Product Sales Specialist driving sales for Adobe Advertising Solutions like DSP and DCO. Collaborating with teams to influence product direction and sales initiatives in the media industry. 🏢🏡 New York City – Hybrid 💵 $300k - $375k / year ⏰ Full Time 🟠 Senior 🔴 Lead 🤑 Sales 🦅 H1B Visa Sponsor Senior Director, Services Sales Solutions 🔥 16 hours ago Salesforce 10,000+ employees ☁️ SaaS 🤝 B2B 🤖 Artificial Intelligence Website LinkedIn All Job Openings Lead pre-sales discovery and solutioning for Salesforce consulting engagements, ensuring alignment with customer business objectives and effective transitions to delivery teams. 🏢🏡 New York City – Hybrid 💵 $164k - $273k / year ⏰ Full Time 🟠 Senior 🤑 Sales 🦅 H1B Visa Sponsor Sales Assistant 🔥 22 hours ago NYC Alliance 501 - 1000 Website LinkedIn All Job Openings Sales Assistant supporting the sales team at NYC Alliance Company for the Juicy Couture Brand. Assist with sales activities and ensure effective communication with clients and team members. 🏢🏡 New York City – Hybrid 💵 $55k - $60k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 🤑 Sales 🦅 H1B Visa Sponsor Ad Sales Planning Coordinator 🕒 2 days ago DIRECTV 10,000+ employees 📡 Telecommunications 📱 Media Website LinkedIn All Job Openings Ad Sales Planning Coordinator at DIRECTV supporting sales plan execution for various advertising products. Coordinating between sales and traffic departments for timely campaign management with a focus on linear and digital sales. 🏢🏡 New York City – Hybrid 💵 $54.5k - $85.5k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 🤑 Sales 🦅 H1B Visa Sponsor Sales Instructor 🕒 4 days ago GP Strategies Corporation 1001 - 5000 📚 Education 👥 HR Tech 🤝 B2B Website LinkedIn All Job Openings Sales Instructor shaping the performance and customer experience in Audi retail network. Delivering high-impact training programs and supporting dealership teams with product knowledge and sales skills. 🏢🏡 New York City – Hybrid ⏰ Full Time 🟡 Mid-level 🟠 Senior 🤑 Sales 🦅 H1B Visa Sponsor View More Sales Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs

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Hard Skills & Tools

Salesforce configurationapplication deliverydata migrationquality assurancetest scriptsclient-specific deliverables

Soft Skills

communication skillsteam playercollaborative workclient managementprocess improvements

Certifications

Salesforce Administrator certification