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crm salesforce saas private equity data migration📋 Description
- Lead client engagements; facilitate requirements sessions; deliver actionable outputs.
- Manage Salesforce configuration; oversee build docs.
- Design/configure applications; gather/migrate data; ensure adoption of InvestorFlow solutions.
- Ensure QA with client deliverables and test scripts.
- Manage client expectations; liaison for change requests; provide Level 1/2 support.
- Contribute to internal initiatives; drive process improvements.
🎯 Requirements
- 5+ years as Salesforce Administrator.
- Salesforce Administrator certification.
- Experience in Private Equity or related field (5+ years preferred).
- Proven delivery experience; preferably SaaS applications.
- Excellent communication; English required.
- Team-oriented with collaborative work experience.
🎁 Benefits
- Work with top-tier clients as we expand.
- Join a high-growth company focused on adaptability, innovation, collaboration.
- Gain exposure to a variety of roles - lead strategy sessions or troubleshoot technical issues.
- Culture of learning and agility with ongoing professional development opportunities.
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