InvestorFlow is an AI-powered digital transformation suite for the private capital sector, focusing on alternative assets. The company provides a CRM and Digital Engagement Platform that offers relationship intelligence, opportunity origination, and deal collaboration capabilities, transforming relationships into capital, investments, and partnerships. InvestorFlow integrates with Salesforce as a key partner, providing intelligent data-driven solutions for enterprise deal and fundraising pipeline management, asset management, investor relations, and fund reporting and analytics. The platform is utilized by over 150 clients, including top alternative asset managers, managing more than $6 trillion in assets. InvestorFlow is privately owned and headquartered in Menlo Park, California, with offices in New York City and London.
Investor Portal & CRM β’ Portfolio Reporting β’ Private Marketplaces β’ Asset & Investment Managers
January 23
π California β Remote
π΅ $80k - $110k / year
β° Full Time
π‘ Mid-level
π Senior
π Product Marketing
InvestorFlow is an AI-powered digital transformation suite for the private capital sector, focusing on alternative assets. The company provides a CRM and Digital Engagement Platform that offers relationship intelligence, opportunity origination, and deal collaboration capabilities, transforming relationships into capital, investments, and partnerships. InvestorFlow integrates with Salesforce as a key partner, providing intelligent data-driven solutions for enterprise deal and fundraising pipeline management, asset management, investor relations, and fund reporting and analytics. The platform is utilized by over 150 clients, including top alternative asset managers, managing more than $6 trillion in assets. InvestorFlow is privately owned and headquartered in Menlo Park, California, with offices in New York City and London.
Investor Portal & CRM β’ Portfolio Reporting β’ Private Marketplaces β’ Asset & Investment Managers
β’ InvestorFlow delivers industry specialized CRM, built on Salesforce, and digital portals. β’ Seeking a proactive and detail-oriented Product Marketing Manager for connecting product offerings to customer needs.
β’ Bachelorβs degree in Marketing, Business, Communications, or a related field. β’ 3+ years of experience in product marketing, marketing, or a related field, preferably in a B2B or technology-focused environment. β’ Strong written and verbal communication skills with an ability to translate technical concepts into compelling narratives. β’ Familiarity with marketing tools and sales enablement platforms (e.g., HubSpot, Salesforce, or similar). β’ Proficiency in Microsoft Office and basic graphic design tools (e.g., Canva or Adobe Creative Suite). β’ Strong organizational and project management skills with attention to detail. β’ Previous fintech or financial services experience preferred!
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