Primary administrator for Salesforce and Certinia, overseeing configuration, upgrades, permissions and security.
Support process improvement initiatives by implementing solutions within Salesforce and integrated platforms.
Maintain and enhance data integrity, ensuring clean, consistent, and accurate data across leads, opportunities, projects, and financial records.
Manage page layouts, calculated fields, and reporting tools to support functional teams (Sales, Project Management, Finance, HR).
Oversee Certinia Professional Service Automation and Finance/Accounting updates, ensuring compatibility and feature adoption with each release.
Support reporting and analytics through dashboards, integrations, and AI-driven insights.
Coordinate system integrations between Salesforce, Microsoft 365, Certinia, ADP, IVO, Azure (EntraID & GraphAPI), and other business systems.
Partner with Finance to streamline billing, expense, and collections automation within Certinia.
Collaborate with HR and Operations on contract management, budget tracking, and employee/vendor record systems.
Conduct permissions and security audits, maintaining compliance and ensuring least-privilege access.
Provide training, support, and documentation for users to ensure high adoption and efficient system usage.
Any other related duties as assigned.

Requirements

Bachelor’s degree in Business, Information Systems, Computer Science, or the equivalent.
Minimum of five (5) years of experience as a Salesforce Administrator or Application Specialist in a business systems environment.
Salesforce certifications (e.g., Salesforce Administrator, Advanced Administrator, etc.).
Experience with Certinia (FinancialForce) Professional Services and Financial Management modules strongly preferred.
Solid understanding of Salesforce Flows, security model, and data relationships.
Proven track record in business process optimization and automation.
Familiarity with data integrations (APIs, middleware, or iPaaS solutions like Tray.io, MuleSoft, Boomi, or Zapier).
Experience creating and maintaining custom reports and dashboards (Salesforce Reports, Tableau, or similar BI tools).
Excellent communication skills and ability to collaborate across departments.
Strong analytical mindset with attention to detail and user experience.
Background in project management systems, financial systems and/or reporting tools.

Applicant Tracking System Keywords

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

Hard Skills & Tools

Salesforce administrationCertiniadata integritySalesforce Flowsbusiness process optimizationdata integrationscustom reportsdashboardsfinancial managementautomation

Soft Skills

communication skillscollaborationanalytical mindsetattention to detailuser experience

Certifications

Salesforce AdministratorAdvanced Administrator