Certinia (formerly FinancialForce) Salesforce Developer & Administrator

Certinia (FinancialForce) Salesforce Developer/AdministratorJob Summary

We are seeking a skilled and motivated Certinia (formerly FinancialForce) Salesforce Developer & Administrator to join our team. This role is pivotal to the success of our new Certinia implementation for Professional Services within our Salesforce org. The ideal candidate will be involved from the ground up - starting from implementation through post-go-live enhancements - and will serve as a key technical resource throughout the project lifecycle.

Key Responsibilities

Implementation Phase

• Actively participate in the end-to-end implementation of Certinia Professional Services Automation (PSA) and related modules on the Salesforce platform.
• Collaborate with implementation partners, business stakeholders, and functional consultants to gather, analyze, and translate business requirements into technical solutions.
• Perform system configuration, including but not limited to: project management, resource management, time & expense, billing, and revenue recognition modules within Certinia.
• Design and develop custom solutions using Apex, Visualforce, Lightning Web Components (LWC), Flows, and other Salesforce development tools to extend Certinia functionality.
• Build and manage data migration strategies, including data mapping, extraction, transformation, and loading (ETL) into the new Certinia instance.
• Develop and execute integration solutions between Certinia and other internal/external systems (ERP, HRIS, CRM, etc.) using REST/SOAP APIs and middleware tools.
• Support User Acceptance Testing (UAT), System Integration Testing (SIT), and defect resolution during the implementation cycle.

Post Go-Live & Ongoing Operations

• Provide post-go-live support, including bug fixes, performance tuning, and user support during the stabilization period.
• Drive continuous improvement by identifying enhancement opportunities, gathering user feedback, and delivering iterative releases.
• Perform ongoing Salesforce and Certinia administration, including user management, security settings, profiles, permission sets, roles, sharing rules, and page layouts.
• Manage release and deployment processes using tools such as Salesforce Change Sets, SFDX, Copado, or similar CI/CD tools.
• Create and maintain technical documentation, including solution designs, configuration guides, and runbooks.
• Monitor system health, troubleshoot issues, and ensure platform stability and scalability.

Required Skills & Experience

Technical Skills

• Salesforce Development: Strong proficiency in Apex (Classes, Triggers, Batch, Scheduled, Queueable), SOQL, SOSL, Visualforce, and Lightning Web Components (LWC).
• Salesforce Administration: Expert-level knowledge of declarative tools - Flows, Process Builder, Validation Rules, Custom Objects/Fields, Record Types, Page Layouts, and Lightning App Builder.
• Certinia Modules: Hands-on experience with Certinia PSA (Projects, Resource Management, Timecards, Expenses, Billing, Revenue Recognition). Experience with Certinia Financial Management (FM) or ERP modules is a plus.
• Integration: Experience with Salesforce REST/SOAP APIs, Connected Apps, Named Credentials, Platform Events, and middleware tools (MuleSoft, Dell Boomi, Informatica, or similar).
• Data Management: Proficiency with data migration and management tools such as Data Loader, Dataflow, or Informatica.
• Deployment & DevOps: Familiarity with SFDX, Git, CI/CD pipelines, and deployment tools (Copado, Gearset, or similar).
• Reporting & Analytics: Ability to build complex Salesforce Reports, Dashboards, and leverage Certinia's native reporting capabilities.

Functional Knowledge

• Strong understanding of Professional Services business processes - project lifecycle, resource planning, time tracking, billing models (T&M, Fixed Price, Milestone-based), and revenue recognition principles.
• Familiarity with Salesforce security model - OWD, Sharing Rules, Profiles, Permission Sets, and Field-Level Security.

Soft Skills

• Excellent analytical and problem-solving abilities.
• Strong communication skills - ability to interact effectively with business users, project managers, and technical teams.
• Self-starter with the ability to work independently and manage multiple priorities in a fast-paced environment.
• Detail-oriented with a commitment to quality and best practices.

Preferred / Nice-to-Have

• Salesforce Certifications: Platform Developer I/II, Administrator, App Builder, or any relevant Salesforce credential.
• Certinia Certifications or formal training in Certinia PSA/FM modules.
• Prior experience with Certinia implementation from scratch (greenfield implementation).
• Experience working in an Agile/Scrum delivery model.
• Familiarity with Salesforce CPQ, Service Cloud, or Experience Cloud as they relate to the Professional Services ecosystem.
• Knowledge of SOX compliance, audit controls, and governance within Salesforce.