Project Manager, Salesforce

Company Overview

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!

CFO Technology

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 must be based in our Dallas office location 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.

What You’ll Do:

As a Salesforce Project Manager, you’ll oversee the successful delivery of Salesforce initiatives, managing full project lifecycles—from planning through execution and deployment. You’ll be responsible for ensuring projects are completed on time, within scope and budget, and aligned with strategic goals. This role includes leading cross-functional teams, managing communication with stakeholders, and driving ongoing process improvement.

Key responsibilities include:

• Leading Salesforce projects from initiation to deployment using Agile or Waterfall methodologies
• Creating and managing project plans, budgets, and schedules
• Coordinating resources across developers, administrators, consultants, and vendors and conduct regular status updates, progress reports, and executive briefings to communicate project milestones and challenges
• Facilitating stakeholder meetings, requirement sessions, and user training
• Managing project risks, issues, and change control processes
• Leading Scrum ceremonies such as sprint planning, reviews, and retrospectives
• Delivering regular updates to stakeholders, including progress reports and executive briefings
• Identifying opportunities for process optimization within Salesforce environments

You Have: 

• A bachelor’s degree in computer science, information systems, business administration, or a related field
• A Professional Scrum Master I Certification (required)
• At least 1 year of Salesforce project management experience with a proven track record in Agile or Waterfall methodologies
• Experience using project management tools like Jira, Monday.com, Trello, or Microsoft Project
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
• Strong analytical, organizational, and problem-solving skills

You Are:

• A collaborative leader who can inspire and guide cross-functional teams
• A strong communicator who can distill technical ideas for executive stakeholders
• A multitasker who can manage multiple initiatives in a fast-paced environment
• Detail-oriented and committed to delivering high-quality results
• Comfortable in a hybrid role where you are both managing and contributing

The annual salary for this role ranges from: $135,000 to $162,000 USD + benefits + bonus. Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to geographic location, skill set, years and depth of experience, education, certifications, cost of labor and internal equity.

Accordion is an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.  We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical​​​ condition, pregnancy, genetic information, gender, sexual orientation, gender identity or ​expression, veteran status, or any other status protected under federal, state, or local law.

Please note that as per Accordion policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

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