Certinia Implementation Consultant

Axon Axon · Enterprise · AZ · 1556 GSS Admin and Learning

This role involves administering and optimizing Certinia, a Professional Services Automation (PSA) tool within Salesforce, to support project tracking, resource management, timekeeping, billing, and forecasting. The individual will configure and enhance the system, manage integrations, drive continuous improvement, and support users. The role requires strong knowledge of Salesforce, PSA best practices, and professional services processes.

What you'd actually do

  1. Serve as the system administrator for Certinia, configuring PSA modules for project setup, milestones, resource scheduling, time/expense, billing, and revenue forecasting.
  2. Administer and enhance Salesforce platform integrations with Certinia, including custom workflows, automation rules, and reporting dashboards.
  3. Drive continuous improvement of our PSA solution, including backlog grooming, feature releases, and system upgrades.
  4. Partner closely with stakeholders across Professional Services, Finance, and Operations to gather feedback, prioritize enhancements, and ensure the system aligns with evolving business needs.
  5. Support UAT and change management activities for new features and processes.

Skills

Required

  • Certinia or Salesforce systems administration, business systems analyst or development role
  • building flows, automation, and customizations within Salesforce
  • database software or relational database theory and ability to query using SQL, SOQL, or similar
  • explain technical concepts to non-technical personnel
  • project management, resource planning, timekeeping, and billing processes in a professional services environment
  • communication, stakeholder management, and problem-solving skills
  • working independently and in a fast-paced, cross-functional environment

Nice to have

  • Salesforce Certified Administrator, Advanced Administrator, Platform Developer I, or other Salesforce certifications
  • Git or Github
  • Certinia or similar PSA tool
  • Salesforce development (e.g., Apex, Lightning Web Components)