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.


  • 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.

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Job ID: 31360