Salesforce/Certinia Administrator

The Mission

We are seeking an experienced Salesforce & Certinia System Administrator to support the strategic design, implementation, and optimization of our internal Salesforce and Certinia environments. 

Your Assignment

This role will be instrumental in ensuring the scalability, stability, and alignment of our CRM, PSA and ERP systems with business objectives. You will serve as a key support administrator for both platforms and collaborate cross-functionally to develop solutions that enhance productivity, data integrity, and business performance. 

Key Responsibilities:

• User Management: Create and manage user records, permissions, and access levels 
• Proficiency in tailoring Salesforce and Certinia for Sales and Service Delivery teams, including creating custom objects, fields, workflows, and process automation tailored to end to end Professional Services processes.
• Data Maintenance: Experience with platform data maintenance including, data queries and updates
• Upgrades and Maintenance: Stay current with Salesforce and Certinia major release updates, test features, and perform necessary system upgrades and maintenance.
• Training and Support:  Provide guidance to relevant Business teams on Salesforce and Certinia new major release features and functionality
• Documentation: Maintain documentation on system configurations, processes, and best practices for platform usage.
• Vendor Relations: Communicate with Salesforce and Certinia to report issues, request support, and stay informed about new features and updates.
• Continuous Improvement: Identify opportunities for improving processes and utilization of the Salesforce/Certinia platform to enhance the organization's operations.
• Evaluate and implement AppExchange and Certinia packages that support business functions
• Problem-Solving and Communication:
• Partner with business stakeholders to translate requirements into scalable and secure technical solutions.
• Strong problem-solving skills to troubleshoot issues and provide timely solutions for users of Salesforce and Certinia PSA.

Qualifications:

• 3+ years of direct experience with Salesforce Sales Cloud, Certinia, including PSA, Accounting, and Revenue Management modules, as well as Analytics Studio and Financial Report Builder.
• Experience integrating Salesforce and Certinia processes with Slack is a plus
• Salesforce Certified Administrator or Salesforce Certified Platform App Builder
• Experience with configuration and testing of new PSA and Salesforce functionality
• Ability to work cross-functionally with various stakeholders including Service Delivery, Sales, Finance, IT and Operations
• Comfort dealing with ambiguity and excitement around building something new
• Bachelor's or Master's degree in Business, Information Technology or related field 
• Experienced in using Google Sheets, slides, and Docs and leveraging these tools for reporting and executive communications
• Experience using AI tools to optimize internal processes
• Experience working in a Consulting or Professional Services organization

Required Attributes:

• Team-first mindset with a collaborative approach to working across existing teams; able to build trust and alignment quickly.
• Strong business acumen and communication skills to interface with executive stakeholders.
• Ability to influence decision-making and promote adoption of scalable solutions.
• Self-starter with strong project management and organizational skills.
• Passion for continuous learning and keeping up with evolving Salesforce and Certinia ecosystems.

Benefits

• Pay in USD
• 100% remote work
• Generous holidays and flexible PTO
• Competitive phantom equity
• Paid for exams and certifications
• Peer bonus awards
• State of the art laptop and tools
• Equipment & Office Stipend
• Individual professional development plan
• Annual stipend for Learning and Development
• Work with an amazing worldwide team and in an incredible corporate culture