05 Oct
|
Regnology
|
India
What you’ll do
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.
You will work as part of an established Salesforce team that already includes Architects, Developers, and Admins, so deep Salesforce expertise across the whole platform is not required. What matters is a firm grasp of core Salesforce concepts so you can collaborate effectively with the team, reason about how Certinia sits on top of the platform, and make sound configuration decisions. No coding is expected - our development team handles custom development; your strength is configuration, process ownership, and functional depth in Certinia PSA.
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 c
📌 Senior Certinia Administrator (India)
🏢 Regnology
📍 India