Certinia Functional Lead (Salesforce CRM) | 2026PX04004 | DLTJP00054376|DELO-64082
About The Position
The Certinia Functional Lead will lead business process transformation and implementation initiatives using Certinia (formerly FinancialForce) within a Salesforce CRM environment. This role is responsible for defining target‑state business processes, gathering and translating business requirements, and delivering scalable solutions for professional services organizations. The consultant will work closely with stakeholders to align business architecture with system capabilities and will lead end‑to‑end implementation efforts from design through deployment.
Requirements
- 6–9 years of experience in business process analysis and functional consulting
- Certinia (FinancialForce) certification – mandatory
- Strong experience in business process requirements gathering and documentation
- Hands‑on experience with Certinia implementations for professional services organizations
- Experience working with organizations of $700M+ revenue scale
- Solid knowledge of the Salesforce CRM platform
- Understanding of Business Enterprise Architecture (BEA) concepts
- Strong functional analyst skills including process design, solution mapping, and gap analysis
- Proven ability to lead end‑to-end transformation and implementation initiatives
- Excellent communication, stakeholder management, and leadership skills
Responsibilities
- Lead business process requirements gathering and translate requirements into detailed functional specifications
- Design target‑state business processes aligned with industry best practices for professional services organizations
- Drive Certinia implementation projects, including planning, configuration, testing, and deployment
- Develop and document business architecture, process flows, and solution designs
- Collaborate with business and technical stakeholders to ensure alignment between business needs and system capabilities
- Provide functional leadership across Salesforce CRM and Certinia environments
- Guide teams on leading practices for professional services operations
- Support project planning, execution, and delivery while ensuring timelines, quality, and outcomes are met
- Communicate project progress, risks, and recommendations to stakeholders and leadership
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
1-10 employees
