Senior Consultant, Salesforce at Accordion

Chicago, Illinois, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, BiotechnologyIndustries

Requirements

A bachelor's degree in Computer Science, Information Systems, Business Administration, or a related field is required, along with active Salesforce certifications such as Salesforce Certified Administrator, Platform App Builder, or Sales/Service/Community Cloud Consultant. Candidates must have at least 2 years of experience in Salesforce consulting or solution architecture with a proven track record of successful enterprise implementations, expertise in Salesforce architecture, configuration, automation, data modeling, and integrations using declarative tools, and experience with Agile project management methodologies. Strong technical writing, analytical, and problem-solving skills are also essential.

Responsibilities

The Senior Salesforce Consultant will lead end-to-end Salesforce implementation projects, translating client requirements into scalable solutions and ensuring successful delivery across design, configuration, deployment, and support. Key duties include leading discovery, requirement gathering, and solution design workshops, configuring and customizing Salesforce using declarative tools, acting as Product Owner, managing backlogs, leading or participating in Salesforce implementations including data migration and system integration, creating comprehensive documentation, participating in pre-sales efforts, mentoring junior consultants, maintaining client relationships, and contributing to process improvement efforts within the Salesforce practice.

Skills

Salesforce

Implementation

Configuration

Deployment

Project Management

Requirements Gathering

Accordion

Financial consulting for private equity

About Accordion

Accordion provides financial consulting services and technology solutions specifically for the private equity sector. Their main product, Maestro, is a technology platform that helps private equity firms standardize and enhance their value creation strategies. Accordion's consultants collaborate closely with management teams to improve the finance function, ensuring that projects are executed flawlessly. Unlike other consulting firms, Accordion focuses solely on the needs of the CFO's office within private equity, allowing them to offer specialized insights and practices. The company's goal is to drive value creation for their clients by combining expert consulting with effective technology solutions.

New York City, New YorkHeadquarters

2009Year Founded

$25KTotal Funding

PRE_SEEDCompany Stage

Consulting, Enterprise Software, Financial ServicesIndustries

501-1,000Employees

Benefits

Hybrid Work Options

Flexible Work Hours

Risks

Accordion faces increased competition from other fintech consulting firms.

Rapid technological changes may challenge Accordion's integration capabilities.

Accordion's reliance on private equity clients makes it vulnerable to market downturns.

Differentiation

Accordion focuses exclusively on the Office of the CFO for private equity firms.

Maestro platform institutionalizes private equity value creation, unique in the consulting space.

Accordion combines financial consulting with technology enablement, offering a comprehensive service suite.

Upsides

Accordion's acquisition of Merilytics enhances its data and analytics capabilities.

Strategic growth investment from Charlesbank and Motive Partners accelerates Accordion's expansion.

Increased demand for digital transformation in private equity aligns with Accordion's services.

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