Job Specifications
Bs&a Job Description
Senior Salesforce Administrator (Certinia)
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.
Position Qualifications
Education
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
Other combinations of education and experience may be considered in substitution for the minimum qualifications
Experience
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
Essential Job Tasks
(This is not an all-inclusive list of all job duties that may be required; employees will be required to perform other related duties as assigned.)
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)
Ability to evaluate business requirements and provide for:
Overall recommendation on whether any such requirements "should" be managed with Certinia or not
If "yes", what is the proper way to design and build the requirement taking advantage first of out of the box objects & features and second if customization is required, how to best leverage native workflow tools like Salesforce Flows, and third, if necessary, how to customize with Apex.
Skills and Competencies
Strong systems thinking; crisp stakeholder communication; bias to document and automate
Expert Salesforce Flow patterns; advanced Apex/LWC engineering; strong grasp of limits, performance, and security
Confident configuring objects/fields/page layouts/record types across Sales, Service, and Experience Cloud
Deep command of profiles, permission sets/PSGs, roles, sharing rules, FLS, and SSO; enforces least-privilege and finance SoD
Validations, dedupe, imports/exports; builds stakeholder-ready reports/dashboards and supports BI handoffs
Planning sandbox strategy and refresh cadence; promotes configuration via DevOps Center/Change Sets; coordinates UAT, cutover/rollback, and release notes
Validating mappings and connected apps; monitors jobs/logs with clear escalation; partners effectively with developers/iPaaS teams
Triage incidents/requests to SLA; authors SOPs/runbooks/user guides; delivers targeted training; communicates trade-offs clearly
Practical integration skills (APIs, middleware), structured troubleshooting, and test-first min
About the Company
Local Government ERP Software Experts BS&A Software provides tightly integrated ERP software solutions specifically designed for local governments, streamlining processes across financial management, human resource management, community development, utilities management, and assessing and tax. With an intuitive and highly functional platform, unparalleled customer support, and Cloud-Based functionality, our municipal software solutions continue to exceed our customers' expectations.
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