Job Summary

This role is the primary owner of the Certinia (FinancialForce) side of our Salesforce implementation, with a particular focus on PSA (Qualified Services Automation). You will be the go-to person for how Certinia is configured, maintained, and evolved - translating business needs into robust PSA processes and keeping the application healthy, well-governed, and aligned with how our services organisation actually works.
Key Responsibilities
Certinia PSA Ownership
- Act as the main owner and subject-matter expert for Certinia PSA - resource management, projects, timecards, expenses, milestones, and billing events as they relate to PSA processes
- Own the PSA configuration: project templates, assignment and scheduling logic, approval processes, and PSA-specific automation
- Translate requirements from services, finance, and delivery stakeholders into well-structured Certinia processes and configuration
- Maintain PSA data integrity and keep the application aligned with evolving business and reporting needs
Configuration & Continuous Improvement




- Own declarative configuration on the Certinia side - objects, fields, flows, validation rules, page layouts, and permissions relevant to PSA
- Assess Certinia release notes and seasonal updates, plan for impact, and coordinate testing before changes reach production
- Identify and deliver continuous improvements and automation to streamline PSA workflows
- Maintain configuration documentation so the Certinia setup is transparent and supportable
Data, Security & System Health
- Manage user provisioning, licences, profiles, and permissions for Certinia users
- Run data quality checks, imports, and validation, and support periodic backups
- Monitor queues, background jobs, and system health; review audit trails and resolve access/permission issues
Collaboration & Support
- Work closely with the Salesforce Architects, Developers, and Admins - flagging where custom development is needed and handing off cleanly rather

📌 Sr Certinia Administrator (Pune)
🏢 Regnology
📍 Pune