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Presidio

Success Manager

Presidio

. Partnering closely with business stakeholders and IT teams to translate business needs into scalable system solutions.

Posted 3/24/2026full-timeRemote • Colorado, Florida, New Jersey, North Carolina, Pennsylvania, Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact
  • Partnering closely with business stakeholders and IT teams to translate business needs into scalable system solutions.
  • Supporting the Certinia Lead Administrator in management, optimization, and governance of the Certinia platform.
  • Serving as the primary liaison between business functions and IT.
  • Developing and maintaining a rolling Certinia roadmap by synthesizing stakeholder feedback, usage trends, and strategic business objectives.
  • Creating process maps, data flows, and solution design documentation.
  • Developing test strategies, test cases, and acceptance criteria.
  • Providing ongoing support and guidance to business users.

Requirements

What you’ll need
  • 3+ years of experience administering Certinia (FinancialForce) or similar PSA systems.
  • 3+ years of business analyst experience in enterprise systems environments.
  • Proven ability to gather and document business and technical requirements.
  • Experience writing detailed user stories with clear acceptance criteria.
  • Hands-on experience supporting UAT and system implementations.
  • Strong communication skills with the ability to bridge technical and non-technical stakeholders.
  • Experience working in Agile or hybrid Agile environments.

Benefits

Comp & perks
  • Competitive salary
  • Flexible working hours
  • Health insurance
  • Paid time off
  • Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills & Tools
CertiniaFinancialForcebusiness analysisuser storiesUATsystem implementationstest strategiestest casesacceptance criteriaprocess mapping
Soft Skills
communicationstakeholder managementcollaborationdocumentationproblem-solvingguidancesynthesisadaptabilityorganizationalanalytical