Implementation Analyst

Remote /
Professional Services /
Full Time
/ Remote
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.

We are looking for an Implementation Analyst. Your mastery of the Salesforce platform and understanding of our clients unique business objectives will contribute to success in this role. You will report to our Managing Director, Professional Services. 

You will:

    • Establish trusted relationships with clients
    • Translate business requirements into working technical solutions 
    • Configure the Salesforce platform using advanced workflows and third-party applications 
    • Implement processes that align with client business objectives 
    • Collaborate with the project team and clients  
    • Coordinate QA and UAT activities 
    • Delegate tasks to others including the data and delivery teams 
    • Provide updates on the status of the projects to clients 
    • Identify opportunities to continue InvestorFlow’s value-add partnership 

You have:

    • 1+ years experience configuring the Salesforce platform including user management, object configuration, security design, and advanced workflows
    • Experience in a client facing role
    • Project management experience  
    • Analytical and problem-solving abilities 
    • The ability to be prescriptive and offer recommendations for success 
    • A strong work ethic with demonstrated ability to meet deadlines 
    • Experience working with third-party applications (e.g. Conga)

Your benefits:

    • Great compensation package including 401K 
    • Excellent medical, dental and vision plan 
    • Flex Time Off Policy 
    • Career growth opportunity in a growing technology company
InvestorFlow is an investor and deal engagement platform that helps investment banks, alternative asset managers, fund administrators, and wealth managers create intelligent digital experiences and dramatically increase productivity and engagement. InvestorFlow is the only solution provider to integrate deal flow management, fundraising, reporting and investor services into one cloud-native platform. InvestorFlow serves over 175 clients including 25 of the top 50 alternative asset managers, with more than $3.5 trillion in assets, 750 funds and 90,000 LPs on its combined platform. InvestorFlow is a privately held company based in Menlo Park, California. To learn more, please visit