Investors Services Analyst – Temp to Perm

  • Location: Dallas, TX, Texas
  • Type: Temporary
  • Job #31360

Compensation: $35 – $45/hr

Location: Dallas, TX

Investment company is seeking a bright and hardworking Analyst (contractor) to join the newly formed Investor Services team in the Dallas office. 

Highlights About the Company & Position:

  • Collaborate with the Head of Investor Services and senior Engineers on deployment, management, and training across the Salesforce platform.
  • Work closely with subject matter experts to develop, launch and support new/improved Salesforce solutions, including opportunities, case management, process automation/workflows, dashboard reporting/tracking, knowledge, installed packages/tools, and API integrations.
  • Day-to-day configuration, support, maintenance, and enhancement of the company’s Salesforce-based processes, tools, and users.

Requirements/Qualifications:

  • 2-5 years of applicable experience in investor relations, marketing, legal, and/or accounting.
  • Salesforce Certified Administrator strongly preferred.
  • Experience with Investor Flow/Cloud Theory/Fund Engine a plus.
  • Experience with data management with a focus on attention to detail.
  • Strong customer service mentality.
  • Strong organization and time management skills; multitask and prioritize workload effectively.
  • Excellent written and verbal communication skills.
  • Proficiency in Microsoft Office applications.
  • Strong interpersonal skills; mature, diplomatic.
  • Ability to work successfully in a fast-paced and high-energy environment.
  • Ability to work both independently and collaboratively – both within a team and across functions.
  • Demonstrate the ability to challenge the status quo and escalate issues when needed.
  • Flexible and able to adapt to the changing needs of a growing organization.
  • Bachelor’s degree in business or computer science a plus.

Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

Attach a resume file. Accepted file types are DOC, DOCX, PDF, HTML, and TXT.

We are uploading your application. It may take a few moments to read your resume. Please wait!

Job ID: 31360