Senior Revenue Cloud Architect, Salesforce at Accordion

Dallas, Texas, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

NoVisa

Finance, Private Equity, TechnologyIndustries

Requirements

Bachelor's degree in Computer Science, Information Systems, Business (or related field, as description cuts off)
Local to one of the US office locations (hybrid role with 2 remote days per week)
Eligible to work in the US (no immigration sponsorship)

Responsibilities

Lead discovery, requirement gathering, and solution design workshops with clients to understand their quote-to-cash processes and revenue lifecycle
Configure and customize Salesforce Revenue Cloud, including CPQ (Configure, Price, Quote) and Billing functionalities, using declarative tools to meet unique business needs
Design and implement solutions for product catalog management, complex pricing and discounting scenarios, and subscription or usage-based billing models
Act as Product Owner on assigned projects, managing backlogs and aligning feature delivery with business goals
Lead or participate in Salesforce implementations, including data migration and system integration, ensuring seamless integration of Revenue Cloud with other enterprise systems like ERP and payment gateways
Create comprehensive documentation including technical specifications, user guides, and training materials for Revenue Cloud solutions
Participate in pre-sales efforts such as solution scoping, demos, and estimating for Revenue Cloud projects
Mentor junior consultants and provide guidance on best practices and career development within the Salesforce Revenue Cloud space
Prioritize, maintain, and refine product backlog and update the backlog based on feedback, changes in priorities, and new insights
Collaborate across cross-functional teams including developers, architects, and analysts
Maintain client relationships by providing ongoing support, insights, and proactive communication
Contribute to process improvement efforts and internal capability building within the Salesforce practice
Travel to client sites as needed
Lead end-to-end Salesforce implementation projects with a focus on Salesforce Revenue Cloud Advanced (RCA)—translating client requirements into scalable solutions and ensuring successful delivery across design, configuration, deployment, and support

Skills

Salesforce

Revenue Cloud

Salesforce Revenue Cloud Advanced

RCA

Salesforce Implementation

Salesforce Configuration

Salesforce Design

ERP

CPM

Analytics

Data Integration

RPA

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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