Salesforce Administrator - Certinia

BS & A SoftwareLansing, MI
77d

About The Position

The Senior Salesforce Certinia Administrator is responsible for the configuration, administration, and optimization of Certinia (previously known as FinancialForce) applications within the Salesforce ecosystem, focused on PSA, Accounting, and Revenue Management. The role is configuration-first (Flows and standard features), with smart escalation to development only when needed for performance, scale, or vendor gaps. You'll partner with Finance, IT, Customer Success, and Business Operations to keep systems secure, reliable, and aligned with company objectives.

Requirements

  • Bachelor's degree in Computer Science, Information System, or related field.
  • Salesforce Platform Administrator II and/or Platform App Builder a plus.
  • Certinia PSA and related Certinia certifications required.
  • 8+ years Salesforce experience, including 4+ years hands-on Certinia (FinancialForce) with deep PSA expertise ideally including Resourcing, Assignments, Task Management, Time Entry and Budgeting.
  • Proven delivery using Apex, Lightning Web Components (LWC), Triggers, Batch/Async, Visualforce; strong Salesforce Flows.
  • Experience integrating Certinia/Salesforce with adjacent systems (APIs, middleware/iPaaS); SOQL/SOSL proficiency.
  • Demonstrated strength in Salesforce Flows, security model, data stewardship, and environment/release execution.
  • Experience coordinating integrations and collaborating with developers/partners; comfort with SOQL for verification and troubleshooting.
  • Ideally has experience launching a Customer Community for PSA.

Responsibilities

  • Configure, customize, and maintain Certinia PSA, Revenue Management, and ERP (FinancialForce ERP) to meet evolving business needs.
  • Set up and manage users, roles, profiles, permission sets/PSGs, hierarchies, sharing rules, SSO; ensure least-privilege access and data integrity.
  • Design, test, and implement Salesforce Flows (record-triggered, scheduled, sub flows, invocables), approvals, and business rules to streamline operations.
  • Build and maintain dashboards and reports for leadership and end users; provide insights into business performance and operational metrics; support BI handoffs (Snowflake/Tableau/Power BI).
  • Triage feature requests and incidents; troubleshoot Certinia and integrated Salesforce systems; communicate status and resolutions clearly.
  • Maintain dev/test/prod orgs; manage sandbox refresh cadence and test data; coordinate UAT, release windows, cutover/rollback, and release notes (DevOps Center/Change Sets).
  • Validate field mappings and connected apps (e.g., HubSpot, Certinia modules, Snowflake, Tableau); monitor jobs/logs; partner with developers/iPaaS teams when changes are required.
  • Partner with Business Operational leaders to create SOPs/runbooks/user guides; support or deliver targeted training and change communications to drive adoption.
  • Work cross-functionally with Finance, IT, Customer Success, and other admins; act as a BS&A Certinia subject matter expert.
  • Recommend configuration/Flows by default; document criteria to involve development (e.g., performance limits, complex orchestration, or confirmed vendor gaps).
  • Evaluate business requirements and provide recommendations on whether they should be managed with Certinia or not.

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What This Job Offers

Job Type

Full-time

Career Level

Senior

Industry

Publishing Industries

Education Level

Bachelor's degree

Number of Employees

251-500 employees

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