Salesforce Consultant

About the role

InvestorFlow is seeking a Salesforce Consultant to help alternative asset firms optimise their CRM and digital portal experiences. You will work directly with clients to translate business needs into scalable Salesforce solutions that improve productivity and transparency.

Key responsibilities

• Establish trusted relationships with clients and act as the primary technical point of contact.
• Translate business requirements into functional Salesforce configurations, including user management, object setup, security design, and advanced workflow automation.
• Implement third‑party applications such as Conga and manage integrations.
• Coordinate QA and UAT activities, ensuring solutions meet client expectations.
• Provide regular project status updates and identify opportunities for continued partnership.

Required profile

• 3+ years of hands‑on experience configuring the Salesforce platform.
• 2+ years designing configuration‑based solutions on Salesforce.
• Strong analytical and problem‑solving abilities with a client‑focused mindset.
• Project management experience and ability to meet deadlines.

Required skills

• Salesforce configuration (user management, object configuration, security, workflows).
• Experience with third‑party applications, e.g., Conga.