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InvestorFlow

Senior Consultant – Salesforce

InvestorFlow

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

Posted 5/12/2026full-timeLondon • 🇬🇧 United KingdomSeniorWebsite

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
  • Engage in a culture of learning and agility
  • Continuous opportunities for professional development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
Salesforce configurationapplication deliverydata migrationquality assurancetest scriptsSaaS applications
Soft Skills
communication skillsteam playercollaborative work
Certifications
Salesforce Administrator certification