Accordion Associate - Salesforce CRM

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 Associate – 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