Certinia PSA Consultant

This is a full-time remote role for a Certinia PSA Consultant. We are looking for a skilled and experienced Certinia PSA (formerly FinancialForce PSA) Consultant to join our team. The ideal candidate will have hands-on experience implementing, configuring, and supporting Certinia PSA modules, along with a strong understanding of professional services operations and Salesforce platform.

Responsibilities:

• Lead or support Certinia PSA implementations and enhancements for mid to large-scale projects.
• Analyze business processes and requirements to configure PSA modules such as Resource Management, Timecards, Expense Management, Billing, and Project Management.
• Customize and optimize PSA workflows to align with client-specific processes.
• Conduct requirement gathering, solution design workshops, and training sessions.
• Collaborate with cross-functional teams including Project Managers, Salesforce Developers, and Finance teams.
• Create and maintain documentation for solution designs, configurations, and user training.
• Provide ongoing support, troubleshooting, and enhancements post-deployment.
  
  

Requirements & Qualifications:

• 4–8 years of overall experience in ERP/CRM consulting, with at least 2–3 years working specifically with Certinia PSA.
• Strong understanding of professional services workflows such as project planning, resource allocation, time/expense tracking, and billing.
• Solid knowledge of the Salesforce platform (Sales Cloud, custom objects, workflows, reports, dashboards).
• Experience in data migration and integration with third-party systems is a plus.
• Excellent problem-solving and communication skills.
• Ability to work independently and in a collaborative team environment.
• Certinia or Salesforce certifications.
  
  

Nice to Have:

• Exposure to Certinia ERP modules (Accounting, Billing Central, etc.)
• Experience working with international clients and distributed teams.
• Familiarity with Agile/Scrum project methodologies.