Salesforce Systems Administrator - California, United States - InvestorFlow

InvestorFlow California, United States

3 weeks ago

Description

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.

As a member of the Business Systems team, you will be responsible for supporting all departments that utilize Salesforce as well as implementations and configurations.

In this role you will report to our Business Systems Manager.
You Will

Assist with the maintenance and configuration of our instance of Salesforce (Corporate Org) including creating custom objects, fields, form layouts, workflows, and validation rules
Handle system configurations and problem solving through hands-on experience
Collaborate with cross-functional teams to understand business processes and identify areas for improvement and automation
Help improve/streamline processes with guidance from Sales Operations
Assist to develop and maintain dashboards and reports in Salesforce
Help to maintain the integrity and accuracy of data with Salesforce
Troubleshoot and resolve user issues
Contribute to the development and maintenance of documentation and training materials
Participate in meetings and workshops with business users and third parties
Participate in ongoing training and development to stay up to date on the latest features and functionality
Assist with testing and deployment of new Salesforce features & functionality
Assist withdata management. manage data quality, imports, exports, and data cleansing activities to ensure data integrity and accuracy within the Salesforce platform.
You Have

The ability to communicate effectively via writing, reading, and speaking in English
Bachelor's Degree in Computer Science, Information Technology, or a related field
Salesforce Admin Certification or willingness to attain certification within first 90 days
Strong desire to learn and implement Salesforce best practices
Excellent organizational skills, time, and project management skill
Ability to Travel for training and corporate events
Natural curiosity about technology
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

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