Technical Support Analyst

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.

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.

We are looking for technically curious, problem-solving individuals to join our Client Support organization through the PATH (Professional Advancement Talent Hub) program. PATH is InvestorFlow's dedicated pipeline for launching high-potential talent into impactful roles. Participants begin with structured training and mentorship, then transition into the full-time Technical Support Analyst role. Our ideal candidate has real technical exposure — whether through coursework, prior roles, or self-directed learning — and is excited to apply that foundation in a client-facing environment.

 

You will

• Participate in structured onboarding to build deep product, process, and technical knowledge across InvestorFlow's platform.
• Shadow senior team members and engage in guided practice resolving Tier 1 support cases, with increasing autonomy over time.
• Contribute to documentation, internal testing, and knowledge base content creation.
• Receive mentorship on client interaction best practices, structured troubleshooting workflows, and internal tooling.
• Demonstrate growing independence and ownership in resolving real client inquiries before transitioning into the full role.
• Serve as a primary technical support contact, resolving client issues and inquiries across email, phone, and chat channels.
• Log, triage, and resolve incidents in adherence to SLA requirements and internal processes, escalating appropriately when needed.
• Investigate and troubleshoot technical issues within Salesforce-based & .Net applications, integrations, and client data workflows.
• Create and maintain knowledge base articles, troubleshooting guides, and internal documentation.
• Identify recurring client issues, analyze patterns, and recommend proactive measures to reduce escalations.
• Collaborate with QA, Product, Customer Success, and Engineering to ensure a seamless client experience and drive issue resolution.
• Communicate technical findings clearly to both technical and non-technical audiences.
• Contribute to a culture of continuous learning, documentation, and knowledge sharing across the support team