POSITION OVERVIEW
As a Certinia PSA Consultant, you pride yourself on your ability to understand and execute clients needs. You are passionate about working with clients on solutions that will help their company reach its maximum potential. You know how to pivot and navigate through dynamic situations and know how to make informed decisions. You are detail-oriented and have the ability to rapidly learn and take advantage of new concepts, business models, and technologies. You are an expert in integrating Salesforce CRM with Certinia PSA to provide end to end solutions.
RESPONSIBILITIES
- Lead the implementation and customization of Certinia PSA solutions, ensuring alignment with client business needs.
- Configure and optimize Opportunity & Project Management, Resource Management, Time Management , Invoicing and Billing, and Revenue Management, Utilization and PSA analytics within Certinia PSA.
- Set up PSA Core Metadata, Workspace setup, Project/Resource/Work Planner/Gantt, Rate cards process setup and workflows for efficient project execution.
- Facilitate data migration using Data Loader or other ETL tools to ensure seamless system integration.
- Develop and deploy Flows, Salesforce configurations, and customizations to enhance functionality.
- Provide expert guidance on best practices, system adoption, and user training to maximize ROI.
- Troubleshoot issues and continuously improve PSA processes, automation, and reporting capabilities.
REQUIREMENTS
- Hands-on experience with Certinia PSA, including setup and configuration of core modules.
- Hands-on knowledge of tools’ scripting or customization languages (e.g., Apex for Salesforce- based PSA, SuiteScript for NetSuite).
- SQL - data modeling & experience with BI reporting tools (e.g., Tableau, Power BI, Salesforce Reports).
- Implemented tools and solutions to help customers manage & automate operations, streamline tasks.
- Strong knowledge of Salesforce CRM and its integration with PSA.
- Experience with Salesforce Data Loader and other migration tools.
- Expertise in Salesforce Flows, Configuration, Customization, and Deployment.
PREFERENCES
- Salesforce Administrator or Developer certification.
- Minimum of 4-5 years experience with Enterprise projects.
- Proficiency in Java, SQL, and Object-Oriented Programming (OOP).
- Strong leadership and stakeholder management skills.
- Excellent communication and problem-solving abilities.
Note: This job description is not intended to be all-inclusive. The employee may perform other related duties as negotiated to meet the ongoing needs of the organization.
COMPANY OVERVIEW
Coalescence Cloud is a premiere data and analytics Systems Integration partner to Salesforce and Certina. We are dedicated to streamlining and enhancing our customer’s journey to process automation, focusing on delivering their desired outcomes. We harmonize data across that entire customer journey—from opportunity to renewal—leveraging our expert delivery teams to provide cutting-edge advice and solutions. Our team believes that data is the bedrock of power business technologies—from consulting on an appropriate tech-stack, to implementation and managed services, we are committed to client-centric guidance that emphasizes revenue growth, cost savings and risk mitigation. At Coalescence Cloud, we operate with the values of Guidance, Collaboration, Excellence, Sustainability, Innovation. These principals structure the way we interact with our clients, partners, and teams—supporting every interaction with integrity and commitment.
BENEFITS
Medical, Vision, Dental, and Life insurance plans
Company HSA Contribution
PTO and Holiday: 12 PTO days, 6 sick leave days, and 11 Paid Holidays
Inclusive Maternity and Paternity leave policies
Utilization Bonus
One-time Certification Bonuses
401k Management
GymPass (Now WellHub) Membership
Compensation Statement
Compensation at Coalescence Cloud Consulting varies depending on various factors, such as role, skill set, and level of experience. As required by local law, we have provided above a reasonable range of compensation for the role described. Please note that salary ranges are subject to change and are not intended to be the only factor considered when making hiring decisions. We also offer a comprehensive benefits package which includes health insurance, retirement plans, paid time off, and other perks.
What We Believe
At Coalescence Cloud Consulting, we are committed to building a diverse and inclusive workforce where everyone feels valued, respected, and empowered. We believe that diversity is essential to our success and helps us better serve our clients and communities.
Equal Employment Opportunities
Coalescence Cloud Consulting is an Equal Opportunity Employer. We believe that every individual should be treated with respect and dignity regardless of their age, disability, ethnicity, gender, gender identity and expression, religion, or sexual orientation.
We do not discriminate against employees or applicants on the basis of their age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status, or any other protected status as provided by federal, state, or local law.
Coalescence Cloud Consulting is committed to providing equal employment opportunities to our service men and women, including veterans.
Requesting Accommodations
Coalescence Cloud Consulting is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodations. If you require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.
Other Employment Statements
Coalescence Cloud Consulting prohibits discrimination or retaliation against employees who have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.
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