Associate Consultant

Summary

The Associate Consultant will be an active member of the InvestorFlow Services team, participating in implementation and post-implementation activities for their products. Duties include configuration, data loading, requirements gathering, test script development, and change request triage. The candidate should have Salesforce Admin Certification, 1-2 years of experience working in Salesforce, excellent communication skills, and the ability to learn quickly.

Requirements

• Salesforce Admin Certification
• 1-2 years of experience working in Salesforce
• Excellent verbal and written communication skills; English speaking language is required
• Skilled team player with demonstrated experience in building and maintaining successful, influential, collaborative working relationships in a matrixed environment at all levels of a global organization
• Ability to be ‘quick learner’ of business processes and related technologies supported through InvestorFlow
• An enthusiastic, high-energy, and motivated professional who is visibly passionate about driving client success
• Strong focus on execution
• Team player – someone who is able to work with a diverse team globally

Responsibilities

• Actively participate and communicate with clients during implementation & through post implementation services
• Configuration and build documentation for Investor Product lines
• Documentation of client business requirements and/or user stories
• Create and ensure accuracy for client specific test scripts
• Create configuration / build documentation
• Triage and act as the Level 1 / 2 for client change requests
• Actively participate in internal projects and/or group-based activities

Benefits

InvestorFlow serves over 175 clients, including 25 of the top 50 alternative asset managers, managing more than $6 trillion in assets, 750 funds, and 90,000 LPs