Offer summary

Qualifications:

4–8 years of experience in ERP/CRM consulting., At least 2–3 years of hands-on experience with Certinia PSA., Strong understanding of professional services workflows and Salesforce platform., Certinia or Salesforce certifications are required..

Key responsibilities:

Lead or support Certinia PSA implementations and enhancements.

Analyze business processes to configure PSA modules like Resource Management and Billing.

Customize workflows to match client-specific processes.

Conduct requirement gathering, training, and provide post-deployment support.

Job description

Description

This is a full-time remote role for a Certinia PSA Consultant. We are looking for a skilled and experienced Certinia PSA (formerly FinancialForce PSA) Consultant to join our team. The ideal candidate will have hands-on experience implementing, configuring, and supporting Certinia PSA modules, along with a strong understanding of professional services operations and Salesforce platform.

Responsibilities:

Lead or support Certinia PSA implementations and enhancements for mid to large-scale projects.
Analyze business processes and requirements to configure PSA modules such as Resource Management, Timecards, Expense Management, Billing, and Project Management.
Customize and optimize PSA workflows to align with client-specific processes.
Conduct requirement gathering, solution design workshops, and training sessions.
Collaborate with cross-functional teams including Project Managers, Salesforce Developers, and Finance teams.
Create and maintain documentation for solution designs, configurations, and user training.
Provide ongoing support, troubleshooting, and enhancements post-deployment.

Requirements & Qualifications:

4–8 years of overall experience in ERP/CRM consulting, with at least 2–3 years working specifically with Certinia PSA.
Strong understanding of professional services workflows such as project planning, resource allocation, time/expense tracking, and billing.
Solid knowledge of the Salesforce platform (Sales Cloud, custom objects, workflows, reports, dashboards).
Experience in data migration and integration with third-party systems is a plus.
Excellent problem-solving and communication skills.
Ability to work independently and in a collaborative team environment.
Certinia or Salesforce certifications.