Overview
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 the Director, Implementation Services you will be responsible for overseeing the implementation of all the company's software products for clients, ensuring successful onboarding and adoption of solutions. The role will be central to driving both operational excellence and customer satisfaction across two critical functions—product implementation and data services.
You Will
* Overseeing onboarding of clients: Oversee the end-to-end implementation of SaaS products for new and existing customers adhering to company goals and KPI's with implementations around running projects on budget, on time, and producing happy referenceable clients.
* Develop and refine scalable implementation methodologies that ensure consistent and high-quality delivery.
* Work closely with clients to understand their requirements and objectives, providing tailored solutions and recommendations.
* Support sales scoping and implementation cost & timeline estimates for new and existing clients.
* Coordinate with internal teams, including Sales, Product, and Engineering, to ensure seamless project execution and delivery.
* Manage risks, timelines, and budgets to ensure successful project outcomes.
* Act as the escalation point for any critical issues during implementations, ensuring swift resolution.
* Ensure company excellence is achieved by delivering projects on time, on budget and creating measurably happy customers
Leadership and practice building
* Mentor, coach and assess talent on your team making sure we have best team equipped to create top tier client experiences
* Be responsible for management as team grows and scales, instituting and enforcing strategies, vision and policies within the team
* Providing strategic insight and offering suggestions to align and grow the team, office and strategy as the company scales globally
* Manage and report back against KPI's developed for your department and meet KPI targets for both delivery of implementations as well as the delivery services practice
* Collaborate with other senior leaders to identify opportunities for leveraging data to drive business performance and client success.
* Create a sustainable, scalable and cost-efficient practice leveraging the companies Dominican Republic presence as a cornerstone for building the practice.
* Support sales and business development effort for all InvestorFlow products
You Have
* 8-12+ years of experience in implementation, project management, client services, or professional services.
* 5+ years of leadership experience in managing teams, preferably in a SaaS, enterprise software, healthcare, or technology environment.
* 5+ years of hands-on experience using Salesforce.
* Bachelor's degree in Business, Information Technology, Computer Science, or related field (Master's degree or MBA preferred).
* Proven experience managing large-scale implementations, integrations, or transformation projects.
* Strong knowledge of implementation frameworks, client onboarding, and rollout strategies.
* Ability to develop and optimize implementation processes, including timelines, resource allocation, and client communications.
* Excellent team leadership and mentoring skills.
* Strong client-facing communication and presentation skills, especially in executive-level engagements.
* Analytical and problem-solving abilities; data-driven decision-making.
* Budgeting, forecasting, and resource planning proficiency.
* Comfortable with cross-functional collaboration (product, engineering, sales, support).
* Ability to manage multiple concurrent projects and prioritize competing deadlines.
* Strong customer-centric mindset with a track record of driving satisfaction and retention.
* Experience scaling implementation teams or building them from the ground up.
* Background in change management or organizational transformation.
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 San Francisco, California, we are committed to driving innovation and inclusivity in the financial industry. To learn more about our company, please visit www.investorflow.com.
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