Senior Consultant, Salesforce

Role Overview

• 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