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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.
The Associate Consultant will be an active and responsible member of the InvestorFlow Services team. This resource will be actively participating in the Services implementation and post-implementation activities that are centered on the enablement of InvestorFlow Products. Activities include (not limited to): configuration of InvestorFlow's core CRM product which is built on Salesforce, application design, application configuration, data & document loading, lead requirements gathering sessions & documentation, test plan & script development, and configuration migration. This Associate Consultant must reside on the West Coast.
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InvestorFlow is an investor and deal engagement platform that prioritizes intelligent digital experiences, productivity, and engagement. Our cloud-native platform integrates deal flow management, fundraising, reporting, and investor services. We are proud to serve 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. Headquartered in Menlo Park, California, we are committed to driving innovation and inclusivity in the financial industry. To learn more about our company, please visit www.investorflow.com.
Full Time
IT Outsourcing & Consulting
$115k-145k (estimate)
03/08/2024
06/24/2024
investorflow.com
Palo Alto, CA
<25
IT Outsourcing & Consulting
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An associate consultant provides support to the consulting team through the different stages of a project.
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The Associate Consultant shall guarantee the structural stability and performance of all the structures, conveyances system and services after completion.
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Evaluates existing systems and/or user needs and makes recommendations.
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Ensure equipment and parts are well organized, identified and easily accessible.
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Works with end user groups to identify technical solutions to business problems or inefficiencies.
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Associate consultants may also benefit more from having a master's degree or doctorate.
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Salary varies with the sector where the associate consultant works.
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Consultants start with finding clients within their social network and branch out through word of mouth referrals.
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