Certinia Consultant

What we are looking for

We are looking for someone who can take ownership of the Certinia platform, provide reliable day-to-day support, and contribute to its longer-term improvement. The ideal candidate will bring practical experience, challenge inefficient processes, and recommend effective solutions based on platform capabilities.

Key responsibilities

• Administer and configure Salesforce and Certinia PSA.
• Manage users, roles, profiles, permission sets, security, and access.
• Configure Certinia PSA to support projects, resources, assignments, time entry, utilization, and related operational processes.
• Build and maintain Salesforce Flows, reports, dashboards, validation rules, and other platform automation.
• Troubleshoot platform issues and provide ongoing user support.
• Manage sandbox testing, release activities, and production deployments.
• Monitor data quality and implement appropriate platform controls.
• Partner with business stakeholders to translate requirements into scalable solutions.
• Identify opportunities to simplify processes, reduce manual work, and improve platform adoption.
• Maintain platform documentation and provide user guidance and training.

Required qualifications

• Strong hands-on Salesforce administration experience.
• Practical experience administering and configuring Certinia PSA, formerly FinancialForce PSA.
• Experience managing Salesforce security, permissions, profiles, and user access.
• Experience building Salesforce Flows, reports, and dashboards.
• Knowledge of sandbox management, testing, release management, and production support.
• Experience supporting a Professional Services or project-based organization.
• Strong analytical, troubleshooting, and communication skills.
• Ability to work effectively with both technical and non-technical stakeholders.
• Comfortable working with US and Global teams.

Preferred qualifications

• Salesforce Certified Administrator or Advanced Administrator.
• Certinia PSA certification.
• Five or more years of relevant Salesforce, Certinia, consulting, or platform administration experience.
• Experience with project financials, resource management, utilization, time entry, and operational reporting.
• Previous experience implementing or improving Salesforce and Certinia solutions.