Salesforce Administrator maintaining and optimising Salesforce and Certinia applications. Providing user support, training, and managing data integrity for global operations.
Responsibilities
Administer, configure, and maintain Salesforce (Sales Cloud, CPQ) and Certinia applications.
Manage Certinia objects, permissions, PSA workflows, and financial processes within the platform.
Ensure system stability, performance, and adherence to architectural standards.
Provide high-quality support for Salesforce and Certinia users, addressing functional and technical issues.
Deliver training, guidance, and documentation to empower users and promote adoption.
Perform regular data audits and cleansing.
Utilise tools such as Data Loader and Certinia data utilities to manage large-scale data operations.
Ensure data consistency across Salesforce and Certinia applications.
Support and configure Certinia modules such as PSA, Billing, Revenue Management, and ERP.
Assist business teams with financial processes supported by Certinia, including project management, revenue recognition, invoicing, and time & expense.
Support integrations between Certinia and Salesforce core objects.
Maintain and enforce Salesforce and Certinia security best practices.
Manage roles, profiles, permission sets, and data access models.
Ensure compliance with internal governance, audit requirements, and regulatory standards.
Conduct regular system health checks and platform audits.
Support performance monitoring and contribute to optimisation initiatives.
Assist with change requests, functional refinement, UAT, and release cycles.
Support CI/CD and deployment pipelines using tools such as Gearset.
Create and maintain system documentation, configuration guides, and training materials.
Prepare reports and dashboards to support business insight and operational excellence.
Work closely with cross-functional teams including Finance, Professional Services, Sales, Operations, and IT.
Support ongoing enhancement programmes and contribute to continuous improvement.
Keep abreast of the latest Salesforce and Certinia product updates.
Recommend improvements to processes, user experience, and technical architecture.
Requirements
Proven experience administering and configuring Salesforce.
Hands-on experience with Certinia (FinancialForce) modules such as PSA, Billing, or Revenue Management.
Strong understanding of Salesforce data models, security, automation (Flows), and best practices.
Experience with Salesforce data management tools (Data Loader, Import Wizard).
Familiarity with Git-based version control and CI/CD tools (Gearset, Copado, Jenkins).
Excellent communication and stakeholder-engagement skills.
Strong analytical and problem-solving mindset.
Ability to manage change requests and support system upgrades.
Adaptability in a fast-moving business environment.
Experience with Marketing Cloud, Pardot, CPQ, MuleSoft, or ERP integration (Preferred).
Knowledge of Agile/Scrum methodologies and tools (Jira, Confluence, Lucidchart) (Preferred).
Experience with sandbox management and release-management best practices (Preferred).
Understanding of financial or professional services processes (Preferred).
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