Dallas Senior Revenue Cloud Architect, Salesforce CFO Technology

There’s a better way to work in finance—and more specifically, a better way to unlock value potential in private equity-backed portfolio companies. Working at the intersection of sponsors and management teams across every stage of the investment lifecycle, our team provides hands-on, execution-oriented support to elevate the office of the CFO.

So, what does it mean to work at Accordion? It means joining 1,400+ finance & technology experts in a high-growth, agile, and entrepreneurial environment while changing the way portfolio companies drive value. 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.

Accordion is headquartered in New York City with 10 offices around the globe. Join us!

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

Our CFO Technology 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.

This role can be based in any of our US office locations and is a hybrid role with the flexibility to work remotely 2 days a week. Ideal candidates should be local to the desired location.

This position is not eligible for immigration sponsorship.

As a Senior Salesforce Consultant, you will 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. This role blends hands-on configuration work with strategic consulting, client relationship management, and internal mentorship.

Key responsibilities include:

• Leading discovery, requirement gathering, and solution design workshops with clientsto understand their quote-to-cash processes and revenue lifecycle.
• Configuring and customizing Salesforce Revenue Cloud, including CPQ (Configure, Price, Quote) and Billing functionalities,using declarative tools to meet unique business needs.
• Designing and implementing solutions for product catalog management, complex pricing and discounting scenarios, and subscription or usage-based billing models.
• Acting as Product Owner on assigned projects, managing backlogs and aligning feature delivery with business goals.
• Leading or participating in Salesforce implementations, including data migration and system integration,ensuring seamless integration of Revenue Cloud with other enterprise systems like ERP and payment gateways.
• Creating comprehensive documentation including technical specifications, user guides, and training materials for Revenue Cloud solutions.
• Participating in pre-sales efforts such as solution scoping, demos, and estimating for Revenue Cloud projects.
• Mentoring junior consultants and providing guidance on best practices and career development within the Salesforce Revenue Cloud space.
• Responsible for prioritization, maintenance and refinement of product backlog and update the backlog based on feedback, changes in priorities, and new insights.
• Collaborating across cross-functional teams including developers, architects, and analysts.
• Maintaining client relationships by providing ongoing support, insights, and proactive communication.
• Contributing to process improvement efforts and internal capability building within the Salesforce practice.
• Traveling to client sites as needed.

• A bachelor's degree in Computer Science, Information Systems, Business Administration, or a related field.
• Active Salesforce certifications (e.g., Salesforce Certified Administrator, Platform App Builder, Sales/Service/Community Cloud Consultant) and a Salesforce Certified Revenue Cloud…