Investorflow14d ago

Consultant

Santiago de los CaballerosFull Timemid

OtherConsultant

0 views0 saves0 applied

Apply Now

Quick Summary

Overview

InvestorFlow is the only company of its kind to deliver industry specialized CRM, built on Salesforce, and digital portals to help alternative asset firms find opportunities,

Technical Tools

OtherConsultant

InvestorFlow is the only company of its kind to deliver industry specialized CRM, built on Salesforce, and digital portals to help alternative asset firms find opportunities, create and manage relationships, and turn relationship insights into action with increased productivity and transparency.

Establish trusted relationships with clients

Translate business requirements into working technical solutions

Configure the Salesforce platform using advanced workflows and third-party applications

Implement processes that align with client business objectives

Collaborate with the project team and clients

Coordinate QA and UAT activities

Delegate tasks to others including the data and delivery teams

Provide updates on the status of the projects to clients

Identify opportunities to continue InvestorFlow’s value-add partnership

3+ years experience configuring the Salesforce platform including user management, object configuration, securing design, and advanced workflows

2+ years of experience designing configuration-based solutions on the Salesforce platform

Project management experience