CRM Operations Manager

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 1,000+ 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 11 offices around the globe. Join us!

Global Operations

As a firm, Accordion has grown rapidly due to combined visions of entrepreneurship, flexibility, personal accountability, and client-focused value. As part of this growth, Accordion is invested in evolving our infrastructure, and we are excited to adopt DealCloud as our new CRM.

We have an exciting, newly created opportunity for a CRM expert to help with the launch, management, maintenance, and operational oversight of DealCloud. This role will sit within our Sales Operations team, a part of Global Operations, supporting a set of core business activities and processes to ensure Accordion’s Business Development engine runs effectively, efficiently and in support of business strategies and objectives.

This role can be based in any of our US office locations and is a hybrid role. Ideal candidates should be local to the desired location, with the flexibility to work remotely 2-3 days a week, blending the best of both worlds for efficiency and collaboration.

What You’ll Do:

As the CRM Operations Manager, you will own the day-to-day management, maintenance, and operational oversight for DealCloud (CRM), as well as other Sales Tool Administration. Overall support will be provided to the Sales organization, and will include the following:

• Centralized sales resource responsible for the upkeep of DealCloud (CRM), and other applications in the Sales toolbox.
• Act as first point of contact for the Sales organization to assist in solving user's problems.
• On behalf of the Sales organization, monitor and identify areas for needed tool improvement and recommend solutions. Develop processes and workflows to best support Accordion’s Sales process.
• Support intake prioritization of internal stakeholder requests.
• Develop and maintain DealCloud (CRM) & Sales Tool best practices. Convert best practices into training materials for new hire and existing employees.
• Plan DealCloud (CRM) and Sales Tool strategies, coupled with responding initiatives across the organization encouraging user interaction and measuring overall utilization.
• Partner with IT to analyze the DealCloud (CRM) / Sales tools to best equip front line Sales. Partnership includes contributions to the Sales technology road map.
• Automate, run, deliver, and maintain reports for Sales Leadership / Sales Operations, which includes both standard and ad hoc requests. Create and maintain “views,” dashboard maintenance and tear sheet customization.
• Ensure the DealCloud (CRM) Database will continuously capture all relevant customer information (360 view), along with applicable Sales tool data.
• Maintain ease of use and optimization of workflows of the DealCloud (CRM) and automation / AI.
• Support user access (system requests) for all Sales tools. Assist with vendor management.
• Assist with testing and deploying of proposed solutions.
• Establish subject matter persona, providing post-deployment support to the internal customers.
• Responsible for DealCloud (CRM) data entry and master data creation.
• Ensure proper data management. Partner with internal stakeholders to maintain data integrity and to drive reliable reporting and metrics. Maintain data quality and interface with deal teams to collect input on deal activity and statuses.
• Responsible for pipeline hygiene.
• Collaborate with internal stakeholders to communicate and educate the latest information on deal activity and related system features that are reflected in the system.

Ideally, You Have: 

• Bachelor’s degree in Business, Finance, or IT
• Working knowledge of CRMs (preferably DealCloud) including firsthand experience (3-5 years) as a Platform Manager or an Administrator
• Experience in a professional services firm
• Experience with a variety of Sales tools (HubSpot, LinkedIn Sales Navigator, Pitchbook, NetSuite, Seamless.AI, Power BI, etc.)
• Advanced level of Excel and PowerPoint experience
• Strong Proficiency in Microsoft Office
• Demonstrated ability to multi-task, while driving timely and quality execution of all types of CRM / Sales Tool requests
• Driven individual with a high level of interest in data, process, and technology
• Exceptional communication and interpersonal skills. Own responsibility for communicating complex functionality effectively to client-facing teams
• Strategic thinking and problem-solving abilities. Think through the best, most efficient solutions that meet Sales Operations business goals
• Strong research, analytical and reporting skills
• Superior organizational skills and attention to detail

 Ideally, You Are:

• A self-starter with a strong work ethic
• A leader of others; you lead by example
• A strong team player, able to work with team members across all levels
• Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary
• Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing)
• Excited to be part of a growing team, with a focus on driving future growth
• Full of entrepreneurial spirit and comfortable in a fluid, flat organization
• Knowledgeable about the relationship between Private Equity sponsors and their portfolio companies
• Passionate about delivering exceptional client service
• Someone who enjoys mentoring others and doing meaningful work
• Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture

Salary: $130,000 to $150,000 + benefits + bonus

Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to 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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