InvestorFlow, Inc.
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. Are you passionate about solving customer problems, positioning innovative solutions, and enabling software sales teams to win in Private Markets? At InvestorFlow, we are creating end-to-end, engaging experiences that tailor Investor, Fund-Centric Relationship Management and Digital Engagement for Private Markets. The company is strategically positioned to leverage as a differentiator to enable Raising Capital, Deploying Capital, and Servicing Investor Relationships across Private Equity, Private Capital, and Real Estate. We are seeking a skilled and driven Solutions Consultant for Private Markets to join our team in our London office. This role serves as a bridge between product capabilities and business outcomes, helping prospects and customers understand how InvestorFlow's solutions can solve their specific business challenges related to raising and deploying capital in Private Markets. This is a key role in all Sales Cycles to combine product and technical knowledge, business acumen, and consultative selling skills to enable successful engagement throughout the sales cycle and beyond. You Will: Conduct and enable discovery (prep) sessions in collaboration with Sales Teams, Client Partners, Customer Success Managers, and Product Management to understand target customer (prospects and clients) business processes, challenges, and objectives. Translate target customer requirements into specific InvestorFlow capabilities from the catalog of Applications and Modules available within Cloud offerings. Clearly articulate product value propositions in terms of business outcomes, ROI, and solutions that address customer requirements. Create, customize, or tailor demonstration scripts and propose Solutions that align InvestorFlow's product capabilities with client business goals and identified requirements. Develop and deliver compelling product demonstrations that showcase InvestorFlow's solutions tailored to previously identified customer requirements. Ensure solution demonstrations "tell a story" by anchoring demonstration scripts in target buying and user personas that align with target markets (i.e. Cloud offerings). Address business, functional and technical questions during the sales process. Drive the creation of RFP/RFI responses with solution-focused content representing InvestorFlow's product capabilities spanning Clouds, Applications, Modules and key target buying and user personas. Effectively enable sales meetings by facilitating internal practice demonstrations that engage and enable Sales Teams, Clients Partners, Product Management, and Executives prior to client meetings. Enable Sales Teams and Client Partners with clear solution proposals, RFP responses, tailored sales demos to increase sales subscriptions and bookings, as well as implementations services of InvestorFlow's products and services including all Clouds, Applications, and Modules. Solution Consultants play a critical role in ensuring delivery and client success teams are successful in implementation and post-delivery support. To enable such success, Solution Consultants shall ensure proper scoping and set realistic client expectations during pre-sales engagement cycles. Configure proof-of-concept (or evaluation) environments for prospective customers to demonstrate InvestorFlow's product capabilities across Clouds, Applications, and Modules. Provide technical validation (or identify and coordinate technical validation) of solution fit for client (prospective or existing) requirements identified during sales cycle discovery, cross-sell, expansion, or customer churn scenarios. In the case where a proposed client solution requires new features or product enhancements, Solution Consultants must ensure proper approval from Product Management. Collaborate with product management on client feedback to capture, describe, and document client pain-points, new feature requests, or new product concepts based on pre-sales client engagement. Analyze client workflows and existing usage data to identify optimization opportunities during sales cycle discovery, cross-sell, expansion, or customer churn scenarios. Maintain deep knowledge of product capabilities, industry trends, and competitive offerings in Private Markets as well as enabling technologies that support Private Market CRM and digital engagement solutions. Document, develop & maintain demonstration environments and scenarios (including sample data, and configurations) that showcase product strengths in conjunction with key target buying and user personas for InvestorFlow's Clouds and Applications. Collaborate and enable Sales Account Executives and Client Partners to develop account strategies and accompanying sales demonstration of InvestorFlow's solutions to contribute to annualized recurring revenue (ARR). Participate in client meetings, workshops, and executive presentations to win new business, increase InvestorFlow's footprint across existing clients, and prevent client churn or loss. Work cross-functionally with Marketing, Product, Professional Services and Customer Success teams to provide insight and validation of InvestorFlow's product market fit and gather feedback to improve future product enhancements. Serve as a Private Markets subject matter expert on industry-specific challenges and InvestorFlow's solutions. Provide Financial Services and Private Markets domain expertise and best practices guidance to clients. Navigate both internal and external stakeholder concerns and objections with InvestorFlow's solutions with empathy and expertise. Facilitate smooth transition from sales to implementation teams through transition documentation and internal meeting as necessary. You Have: 3+ years working hands on in Salesforce and Digital Engagement platforms. Industry domain knowledge relevant to Private Markets or Financial Services. Ability to translate complex technical concepts into business value within Private Markets. Consultative approach to understanding and solving customer problems. Presentation and demonstration skills that engage diverse audiences. Solution design thinking and architectural visualization capabilities. Project management and organizational skills to handle multiple engagements or balance workload across multiple Sales Accounts at once. Adaptability to work with different stakeholders and customer environments. Collaborative mindset for cross-functional teamwork. Strong technical aptitude combined with business acumen. Excellent communication skills with both technical and business audiences. 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 .
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. Are you passionate about solving customer problems, positioning innovative solutions, and enabling software sales teams to win in Private Markets? At InvestorFlow, we are creating end-to-end, engaging experiences that tailor Investor, Fund-Centric Relationship Management and Digital Engagement for Private Markets. The company is strategically positioned to leverage as a differentiator to enable Raising Capital, Deploying Capital, and Servicing Investor Relationships across Private Equity, Private Capital, and Real Estate. We are seeking a skilled and driven Solutions Consultant for Private Markets to join our team in our London office. This role serves as a bridge between product capabilities and business outcomes, helping prospects and customers understand how InvestorFlow's solutions can solve their specific business challenges related to raising and deploying capital in Private Markets. This is a key role in all Sales Cycles to combine product and technical knowledge, business acumen, and consultative selling skills to enable successful engagement throughout the sales cycle and beyond. You Will: Conduct and enable discovery (prep) sessions in collaboration with Sales Teams, Client Partners, Customer Success Managers, and Product Management to understand target customer (prospects and clients) business processes, challenges, and objectives. Translate target customer requirements into specific InvestorFlow capabilities from the catalog of Applications and Modules available within Cloud offerings. Clearly articulate product value propositions in terms of business outcomes, ROI, and solutions that address customer requirements. Create, customize, or tailor demonstration scripts and propose Solutions that align InvestorFlow's product capabilities with client business goals and identified requirements. Develop and deliver compelling product demonstrations that showcase InvestorFlow's solutions tailored to previously identified customer requirements. Ensure solution demonstrations "tell a story" by anchoring demonstration scripts in target buying and user personas that align with target markets (i.e. Cloud offerings). Address business, functional and technical questions during the sales process. Drive the creation of RFP/RFI responses with solution-focused content representing InvestorFlow's product capabilities spanning Clouds, Applications, Modules and key target buying and user personas. Effectively enable sales meetings by facilitating internal practice demonstrations that engage and enable Sales Teams, Clients Partners, Product Management, and Executives prior to client meetings. Enable Sales Teams and Client Partners with clear solution proposals, RFP responses, tailored sales demos to increase sales subscriptions and bookings, as well as implementations services of InvestorFlow's products and services including all Clouds, Applications, and Modules. Solution Consultants play a critical role in ensuring delivery and client success teams are successful in implementation and post-delivery support. To enable such success, Solution Consultants shall ensure proper scoping and set realistic client expectations during pre-sales engagement cycles. Configure proof-of-concept (or evaluation) environments for prospective customers to demonstrate InvestorFlow's product capabilities across Clouds, Applications, and Modules. Provide technical validation (or identify and coordinate technical validation) of solution fit for client (prospective or existing) requirements identified during sales cycle discovery, cross-sell, expansion, or customer churn scenarios. In the case where a proposed client solution requires new features or product enhancements, Solution Consultants must ensure proper approval from Product Management. Collaborate with product management on client feedback to capture, describe, and document client pain-points, new feature requests, or new product concepts based on pre-sales client engagement. Analyze client workflows and existing usage data to identify optimization opportunities during sales cycle discovery, cross-sell, expansion, or customer churn scenarios. Maintain deep knowledge of product capabilities, industry trends, and competitive offerings in Private Markets as well as enabling technologies that support Private Market CRM and digital engagement solutions. Document, develop & maintain demonstration environments and scenarios (including sample data, and configurations) that showcase product strengths in conjunction with key target buying and user personas for InvestorFlow's Clouds and Applications. Collaborate and enable Sales Account Executives and Client Partners to develop account strategies and accompanying sales demonstration of InvestorFlow's solutions to contribute to annualized recurring revenue (ARR). Participate in client meetings, workshops, and executive presentations to win new business, increase InvestorFlow's footprint across existing clients, and prevent client churn or loss. Work cross-functionally with Marketing, Product, Professional Services and Customer Success teams to provide insight and validation of InvestorFlow's product market fit and gather feedback to improve future product enhancements. Serve as a Private Markets subject matter expert on industry-specific challenges and InvestorFlow's solutions. Provide Financial Services and Private Markets domain expertise and best practices guidance to clients. Navigate both internal and external stakeholder concerns and objections with InvestorFlow's solutions with empathy and expertise. Facilitate smooth transition from sales to implementation teams through transition documentation and internal meeting as necessary. You Have: 3+ years working hands on in Salesforce and Digital Engagement platforms. Industry domain knowledge relevant to Private Markets or Financial Services. Ability to translate complex technical concepts into business value within Private Markets. Consultative approach to understanding and solving customer problems. Presentation and demonstration skills that engage diverse audiences. Solution design thinking and architectural visualization capabilities. Project management and organizational skills to handle multiple engagements or balance workload across multiple Sales Accounts at once. Adaptability to work with different stakeholders and customer environments. Collaborative mindset for cross-functional teamwork. Strong technical aptitude combined with business acumen. Excellent communication skills with both technical and business audiences. 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 .
InvestorFlow, Inc.
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 Client Success Manager will serve as the primary point of contact for key clients, ensuring they are achieving their desired outcomes with our solutions. This role focuses on proactive client engagement, fostering strong relationships, offering strategic advice, and resolving any challenges to enhance client satisfaction and loyalty. The CSM will collaborate closely with internal teams, including sales, marketing, product, support, and other key stakeholders, to ensure clients receive seamless support, are carefully monitored, and ultimately retained. You Will: Advocate for clients during implementations, driving platform adoption and ongoing usage to ensure they derive value and satisfaction from the system. Build and maintain strong client relationships, serving as a trusted advisor and primary point of contact. Monitor and utilizeclient health metrics, taking proactive steps to prevent churn and ensure client satisfaction with InvestorFlow's products and services. Address client concerns, troubleshoot issues, and provide timely solutions or escalate when necessary. Lead training sessions and webinars tailored to each client's unique needs, helping them quickly realize the platform's value while promoting full adoption through education on new features, updates, and best practices. Identify opportunities for upselling, renewals, and increasing client lifetime value. Provide regular status updates, usage reports, and feedback to clients and internal teams. Collaborate with sales, support, and product teams to ensure client needs are met and feedback is shared for continuous improvement. Advocate for clients internally, representing their voice in product development, support, and strategic discussions. You Have: 3+ years of experience in client success, account management, or client support roles. Strong communication, presentation, and relationship-building skills with a client-first approach. An analytical mindset to assess client needs, provide strategic recommendations, and deliver effective solutions. Resourceful, proactive self-starter with excellent organizational skills and attention to detail. Proven ability to manage multiple client accounts and priorities simultaneously. Strong interpersonal and negotiation skills with the ability to drive results for clients and internal stakeholders. Salesforce Admin certification or equivalent experience with the ability to gain certification within 6 months. Bonus:Experience in the commercial real estate industry or private markets with knowledge of relevant products, workflows, and technologies. Bonus: Experience working in SaaS or a tech company. 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 .
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 Client Success Manager will serve as the primary point of contact for key clients, ensuring they are achieving their desired outcomes with our solutions. This role focuses on proactive client engagement, fostering strong relationships, offering strategic advice, and resolving any challenges to enhance client satisfaction and loyalty. The CSM will collaborate closely with internal teams, including sales, marketing, product, support, and other key stakeholders, to ensure clients receive seamless support, are carefully monitored, and ultimately retained. You Will: Advocate for clients during implementations, driving platform adoption and ongoing usage to ensure they derive value and satisfaction from the system. Build and maintain strong client relationships, serving as a trusted advisor and primary point of contact. Monitor and utilizeclient health metrics, taking proactive steps to prevent churn and ensure client satisfaction with InvestorFlow's products and services. Address client concerns, troubleshoot issues, and provide timely solutions or escalate when necessary. Lead training sessions and webinars tailored to each client's unique needs, helping them quickly realize the platform's value while promoting full adoption through education on new features, updates, and best practices. Identify opportunities for upselling, renewals, and increasing client lifetime value. Provide regular status updates, usage reports, and feedback to clients and internal teams. Collaborate with sales, support, and product teams to ensure client needs are met and feedback is shared for continuous improvement. Advocate for clients internally, representing their voice in product development, support, and strategic discussions. You Have: 3+ years of experience in client success, account management, or client support roles. Strong communication, presentation, and relationship-building skills with a client-first approach. An analytical mindset to assess client needs, provide strategic recommendations, and deliver effective solutions. Resourceful, proactive self-starter with excellent organizational skills and attention to detail. Proven ability to manage multiple client accounts and priorities simultaneously. Strong interpersonal and negotiation skills with the ability to drive results for clients and internal stakeholders. Salesforce Admin certification or equivalent experience with the ability to gain certification within 6 months. Bonus:Experience in the commercial real estate industry or private markets with knowledge of relevant products, workflows, and technologies. Bonus: Experience working in SaaS or a tech company. 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 .