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Lead and deliver Salesforce engagements: manage projects, staffing, budgets, and timelines; perform hands-on Salesforce configuration and solution design; guide change management; oversee testing, integrations, and go-live; mentor junior staff; prepare SOWs/change orders; and help implement firm-approved AI-enabled client solutions.

As an Associate Director, you will lead OneStream implementations, enhance financial controls, mentor teams, drive business development, and contribute to AI solutions for clients.

Lead Salesforce implementation engagements: design, configure, and optimize multi-cloud solutions; manage projects, timelines, budgets, and teams; perform business analysis, solution design, testing, go-live, change management, and post‑launch support. Guide integrations, third‑party apps, and AI-enabled solutions while ensuring delivery quality and client relationship management.

Lead Salesforce declarative configuration and architecture across the full project lifecycle. Serve as SME for advanced Flow and platform features, mentor junior configurators, collaborate with analysts and developers, drive scalable solutions, and support client discovery, deployment, and AI-enabled initiatives.

The Manager of FP&A will enhance finance functions for private equity portfolio companies by developing budgets, forecasts, and financial reports, while mentoring team members and maintaining client relationships.

Lead and deliver complex Salesforce projects as the primary client counterpart: manage scope, schedule, financials, risks, resources, and direct reports; facilitate requirements, produce status reports, identify growth opportunities, and apply firm processes and AI-enabled solutions to improve client outcomes.

Design, develop, and document Salesforce solutions (Apex, LWC, Visualforce) and integrations; lead small developer teams; build APIs, data migrations, and test plans; ensure code quality and mentor others while evaluating and adopting AI-enabled tools.

Design, build, and maintain custom Salesforce solutions (Apex, LWC, Visualforce, SOQL/SOSL), automations, Experience Cloud sites, and REST/SOAP integrations. Troubleshoot issues, document requirements, support clients, and adopt firm-approved AI-enabled tools. Collaborate with project teams and travel to client sites as needed.

Serve as a trusted Salesforce consultant delivering configuration, administration, customization, and performance monitoring across multi-cloud Salesforce environments. Collaborate with clients and dev teams to analyze business processes, implement enhancements, troubleshoot issues, and adopt firm-approved AI-enabled solutions while ensuring data protection and best practices.

As a Private Equity Advisory Manager, you will lead finance, strategy, and accounting projects for Private Equity clients, contributing to operational enhancements in their investment portfolios.