Related skills
salesforce saas stakeholder management salesforce administration private equityπ Description
- Lead client engagements by facilitating requirements sessions and translating into deliverables.
- Manage Salesforce configuration and oversee build documentation.
- Design and configure applications; gather and migrate data; ensure adoption of InvestorFlow solutions.
- Create and execute client-specific deliverables and test scripts.
- Manage client expectations; liaison for change requests; provide Level 1/2 support.
- Contribute to internal initiatives and best practices.
π― Requirements
- 5+ years of Salesforce Administrator experience.
- Salesforce Administrator certification.
- Preferably 5+ years in a Private Equity firm or related work experience.
- Proven SaaS-based application delivery experience.
- Knowledge of Public Equities practices.
- Excellent verbal and written communication; English required.
- Skilled team player with collaboration experience.
π Benefits
- Work with top-tier clients as we expand to enterprise firms.
- Be part of a high-growth company with adaptability and collaboration.
- Gain exposure to a variety of roles and hands-on work.
- Culture of learning and agility with ongoing professional development.
- Impactful projects on a cloud-native platform.
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