Senior Director, Salesforce Technical Architect Lead at Accordion

New York, New York, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

NoVisa

Finance, Private Equity, TechnologyIndustries

Requirements

7+ years of experience as a Salesforce Solution Architect on enterprise delivery projects
Relevant Salesforce certifications (e.g., Platform Developer I & II, Application/System Architect or CTA credentials)
Strong knowledge of Salesforce architecture, configuration, customization, and integration using declarative tools
Agile project management experience, including backlog grooming and user story creation
Experience with CX / UX design and database design
Well versed in Dev Ops, CI / CD and meta data migrations on the Salesforce platform
Familiarity with integrating with ERP, billing systems, marketing platforms, fulfillment systems, provisioning systems
Proactive self-managing, self-starter with a consultative mindset
Systems thinker who can also roll up your sleeves to execute
Team leader who can effectively mentor others while delivering results
Strong communicator who can clearly convey technical concepts to business stakeholders
Customer-focused, collaborative, and flexible in fast-paced environments
Comfortable working across project roles including Business Analyst, QA, and Solution Architect when needed

Responsibilities

Leading discovery and requirement-gathering with clients to align Salesforce solutions with business needs
Designing, configuring, and customizing Salesforce environments using best practices
Managing product vision, backlog, and sprint planning in Agile environments
Overseeing full-cycle Salesforce implementations and deployments
Acting as a Product Owner across projects, prioritizing work based on business value
Supporting pre-sales activities including solutioning, scoping, and estimating
Mentoring junior team members and fostering internal talent
Collaborating cross-functionally with internal teams, clients, and technical stakeholders
Travel to client site as needed

Skills

Salesforce

Technical Architecture

CRM

ERP

CPM

Analytics

Data Integration

RPA

Consulting

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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