Manage user roles and permission sets within the Salesforce-based environment.
Act as the day-to-day point of contact for organization - wide Kimble inquiries and troubleshooting: resolve daily requests related to time/expense entries, billing errors, and period-close processes.
Monitor and maintain data integrity, accurate reporting and compliance between Kimble and other integrated corporate systems (e.g., Salesforce CRM, ERP).
Assist in aligning legacy workflows with the organization’s global Kimble blueprints.
Facilitate the loading and validation of historical project and resource data.
Manage User Acceptance Testing (UAT) for new features and organizational entities being onboarded.
Review current automation, workflows, and lifecycle coverage within Kimble/Kantata, while also identifying gaps, redundancies, and optimization opportunities.
Suggest additional workflows and configurations where necessary.
Partner with the team to align project billing/utilization lifecycle to business objectives.
Provide ongoing maintenance and support as needed, potentially on a per-diem basis.

Requirements

A Bachelors' Degree in a related field and at least 3 years' experience working in Salesforce Lightning.
Professional experience overseeing/administering a Professional Services Automation (PSA) platform, including the Kimble/Kantata PSA platform.
Ability to collaborate with cross-functional teams to ensure PSA strategies are feasible, aligned, and supported by current technology capabilities.
Ability to support discussions and working sessions by clearly communicating PSA considerations, dependencies, and rationale behind recommendations.
Experience with Agile project management methodologies and tools.
Strong proficiency in Salesforce Lightning, Reports/Dashboards, and Flow Builder.
Understanding of billable utilization, revenue recognition, and resource management within a professional services context.
Must be able to work Monday - Friday and pass thorough background checks, including physical location verifications.
Must be legally authorized to work in the US at time of application.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Salesforce LightningProfessional Services Automation (PSA)KimbleKantataUser Acceptance Testing (UAT)Agile project managementReportsDashboardsFlow Builderdata integrity

Soft Skills

collaborationcommunicationtroubleshootingproblem-solvingoptimizationsupportfacilitationalignmentrecommendation rationalecross-functional teamwork

Certifications

Bachelor's Degree