Job Summary

This role is the primary owner of the Certinia (FinancialForce) side of our Salesforce implementation, with a particular focus on PSA (Professional 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 than building it yourself

- Provide day-to-day support and training to Certinia/PSA users across the business

- Support sandbox management, release cycles, and UAT for Certinia-related changes

What Were Looking For

Required

- 5+ years of hands-on experience administering and configuring Certinia (FinancialForce), with solid functional depth in PSA

- Proven track record as the owner of a Certinia/PSA environment - not just supporting it, but shaping and improving it

- Firm grasp of core Salesforce concepts (data model, security model, flows, validation rules, sharing) - enough to work confidently within a Salesforce team, without needing to write code

- Certinia PSA certification

- Ability to translate business processes into clean, maintainable Certinia configuration

- Sound data management practices: imports, deduplication, backups, and quality controls

- Clear communicator able to support and train business users and collaborate with a technical team

Nice to Have

- Salesforce Certified Administrator certification

- Experience assessing and managing Certinia seasonal releases and their business impact

- Exposure to integrations between Certinia/Salesforce and finance or ERP systems

- Basic reporting/analytics or SOQL familiarity for data validation

Disclaimer: This job posting &

- Location has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Sr Certinia Administrator (Pune)
🏢 Regnology
📍 Pune