Accordion · 1 month ago
Associate, Commercial Excellence
New York
Full-time
Hybrid
Mid Level
$110K/yr - $140K/yr
3+ years expAccordion is a private equity value creation partner, helping clients drive value through financial consulting rooted in data, technology, and AI. The Commercial Excellence Associate will support the Commercial Excellence function by implementing sales and business development strategies, while collaborating with leadership to drive growth and optimize processes.
AccountingConsultingFinanceFinancial ServicesFinTech
No H1B
Responsibilities
Facilitates the development and execution of Accordions BD strategy (e.g., goals, etc.)
In partnership with the Director and Senior Managing Director, build and execute a multi-year Commercial Excellence roadmap spanning people, processes, technology, and AI enablement
Works closely with Office Leaders to ensure alignment, adoption, and accountability for BD priorities across practices and markets
Conducts ongoing competitive and market landscape assessments to identify commercial opportunities, target accounts, and whitespace
Drives continuous improvement initiatives across BD processes, methodologies, and operational workflows
Monitors and analyzes BD performance against targets, KPIs, and strategic goals; proactively identifies trends and opportunities
Owns ongoing governance, quality, and optimization of DealCloud (CRM), including pipeline integrity, key account tracking, and relationship management activity
Partners with Finance and Data & Analytics to design and maintain executive-level dashboards and reporting for the C-Suite and ELT
Translates data insights into actionable recommendations for practice leaders and executive leadership
Provides leadership with forward-looking revenue and pipeline forecasting to inform strategic planning and resource allocation
Collaborates with Marketing to develop and enhance BD collateral, messaging, pitch materials, campaigns, and tools used by MDs in the field
Ensures adoption of BD tools and processes across practices through coordinated engagement with Office Leaders
Identifies BD process gaps, inefficiencies, and modernization opportunities; leads cross-functional improvement projects
Partners with HR/L&D to design training curricula and coaching programs that strengthen BD capabilities within the MD/SD population
Works closely with IT to evaluate, implement, and integrate commercial technology, AI tools, automation, and enhancements that improve scalability and effectiveness
Partners directly with the Director and Senior Managing Director to pursue business development opportunities
Helps to design and deliver tools, messages, decks, etc. to support BD efforts ‘in the field’ including proposals
Joins ongoing key BD events in market and keeps up to date on ongoing events to engage in new opportunities to expand commercial efforts
Manages the Commercial Operations inbox, triaging, delegating, and resolving inquiries efficiently
Acts as the primary point of contact for Office Leaders on administrative and operational questions related to BD processes
Responds to Managing Directors’ BD-related inquiries and support needs, leveraging judgment to escalate appropriately
Ensures strong documentation, governance, and process consistency across all commercial workflows
Qualification
Required
3 – 5 years of experience in professional services
Understanding of professional services sales cycles
Ideally, DealCloud experience or other experience with Professional Services CRM software
Proficiency in PowerPoint and Excel
Think like an owner mentality
A self-starter with a strong work ethic
Located in New York or willing to relocate
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
Eager to build a network in Private Equity and have strong interest to lead commercial efforts
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
Benefits
Benefits
Bonus
Company
Accordion
Accordion is a financial and technology consulting firm that offers technical accounting, financial planning, and analysis services.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Charlesbank Capital PartnersFriedman Fleischer & Lowe (FFL)
2022-09-08Secondary Market
2018-10-10Private Equity
Leadership Team
Atul Aggarwal
President
Junaid Samnani
President, Finance & Technology Solutions
Recent News
2026-01-05
2026-01-05
Company data provided by crunchbase