Job description:

Company overview

Accordion is a global financial consulting and technology firm helping CFOs and their teams drive value creation. Rooted in private equity rigor and powered by data, analytics, and AI, we partner with companies across industries to turn insight into impact.

Accordion works at the intersection of Private Equity sponsors and portfolio companies management teams across every stage of the investment lifecycle. We provide hands-on, execution-oriented support, driving value through the office of the CFO by building data and analytics capabilities and identifying and implementing strategic work, rooted in data, analytics and AI.

Accordion is headquartered in New York City with 10 offices worldwide. Join us and make your mark on our company.

Working at Accordion in India means joining 800+ financial, technical, analytics, and operational experts in a high-growth, agile, and entrepreneurial environment focused on transforming how portfolio companies operate and deliver results. It also means making your mark on Accordion’s future—by embracing a culture rooted in collaboration and a firm-wide commitment to building something great, together.

CFO Technology

Accordion’s global CFO Technology Practice effectively and efficiently delivers the digital services and solutions to support organizational strategic initiatives.

Our experts work cross-functionally — alongside practitioners from all corners of Accordion — to arm CFOs with the appropriate digital solutions needed to implement the team’s business process recommendations and to capitalize on value creation opportunities. From ERP, CPM, Analytics, Data Integration, RPA, and beyond, CFO Tech provides finance leaders with a single, objective partner capable of delivering from strategy to execution.

Location: Hyderabad, Telangana - Ideal candidates should be local to the desired location.

Join us and experience a better way to work!

Role overview:

We are seeking a motivated Associate– Salesforce CRM Analyst to support Salesforce operations for our clients. This role is well suited for early-career professionals looking to build expertise in CRM platforms, customer data management, and sales and customer lifecycle workflows in a fast-paced environment. The role requires coverage from 1:00 PM to 10:00 PM IST to support clients in Europe and Americas.





The Analyst – Salesforce CRM will partner with a project team to translate client requirements into scalable Salesforce solutions and support delivery across design, configuration, deployment, and ongoing enhancements, while providing day-to-day system support aligned with Sales, Customer Success, Billing, and Finance needs.

What will you do:

- Provide day-to-day Salesforce support for the PE firm and its portfolio companies, including user assistance, issue triage, basic troubleshooting, and escalation as needed
- Support client discovery and requirements gathering, participating in solution design discussions and workshops to translate business needs into scalable Salesforce solutions
- Assist with Salesforce configuration, customization, and deployments, including custom objects and fields, page layouts, reports and dashboards, workflows, and user access controls
- Participate in data migration, data quality, and system integration efforts, supporting testing, validation, and post-deployment stabilization
- Maintain clear and consistent documentation of system configurations and processes, including technical specifications, user guides, and training materials, to support standardization across portfolio companies.
- Collaborate closely with Sales, Customer Success, Billing, Finance, and IT stakeholders to understand operational needs and help enable efficient, well-aligned Salesforce workflows
- Assist with user onboarding, permission setup, and basic training, supporting adoption and effective use of Salesforce across multiple entities
- Support ongoing system enhancements and continuous improvement initiatives, helping identify opportunities to improve usability, reporting, and operational efficiency
- Ideally, you should have:

- Bachelor’s degree in computer science, information systems, business administration, or a related field
- 3 – 6 years with CRM systems; exposure to Salesforce is a plus
- Strong interest in systems, business operations, and technology
- Proficiency in Excel/ Google Sheets; ability to work with large datasets
- Excellent technical writing, analytical,



and problem-solving skills
- Experience or internship in private equity, consulting, or sales or customer lifecycle environment
- Understanding of one or more business process (Sales, Customer Success, Revenue Operations) that lead into accounting functions
- Active Salesforce certifications (e.g., Salesforce Certified Administrator, Platform App Builder, Sales/ Service/ Community Cloud Consultant)
- Exposure to Salesforce configuration (reports, dashboards, workflows) and basic understanding of integrations or data flows (Suite Script/JavaScript)
- Familiarity with customer lifecycle reporting concepts and how CRM data supports downstream billing or financial processes
- Experience supporting multi-entity or multi-business environments

Why Explore a Career at Accordion:

High growth environment: Semi-annual performance management and promotion cycles coupled with a strong meritocratic culture, enables fast track to leadership responsibility.

Cross Domain Exposure: Interesting and challenging work streams across industries and domains that always keep you excited, motivated, and on your toes.

Entrepreneurial Environment: Intellectual freedom to make decisions and own them. We expect you to spread your wings and assume larger responsibilities.

Fun culture and peer group: Non-bureaucratic and fun working environment; Strong peer environment that will challenge you and accelerate your learning curve.

Other benefits for full-time employees:

o Health and wellness programs that include employee health insurance covering immediate family members and parents, term life insurance for employees, free health camps for employees, discounted health services (including vision, dental) for employee and family members, free doctor’s consultations, counsellors, etc.

o Corporate Meal card options for ease of use and tax benefits.

o Team lunches, company sponsored team outings and celebrations

o Robust leave policy to support work-life balance. Specially designed leave structure to support woman employees for maternity and related requests.

o Reward and recognition platform to celebrate professional and personal milestones.

o A positive & transparent work environment which includes various employee engagement and employee benefit initiatives to support personal and skilled learning and development.

o Transport facilities will be provided for pickup and drop.

📌 Accordion India - Associate- Salesforce CRM (Hyderabad)
🏢 Accordion Partners
📍 Hyderabad