Certinia Salesforce Developer & Administrator

Key Responsibilities

• Implementation Phase
• Actively participate in the end-to-end implementation of Certinia Professional Services Automation (PSA) and related modules on the Salesforce platform.
• Collaborate with implementation partners, business stakeholders, and functional consultants to gather, analyze, and translate business requirements into technical solutions.
• Perform system configuration, including project management, resource management, time & expense, billing, and revenue recognition modules within Certinia.
• Design and develop custom solutions using Apex, Visualforce, Lightning Web Components (LWC), Flows, and other Salesforce development tools to extend Certinia functionality.
• Build and manage data migration strategies, including data mapping, extraction, transformation, and loading (ETL) into the new Certinia instance.
• Develop and execute integration solutions between Certinia and other internal/external systems (ERP, HRIS, CRM, etc.) using REST/SOAP APIs and middleware tools.
• Support User Acceptance Testing (UAT), System Integration Testing (SIT), and defect resolution during the implementation cycle.
• Post Go-Live & Ongoing Operations
• Provide post-go-live support, including bug fixes, performance tuning, and user support during the stabilization period.
• Drive continuous improvement by identifying enhancement opportunities, gathering user feedback, and delivering iterative releases.
• Perform ongoing Salesforce and Certinia administration, including user management, security settings, profiles, permission sets, roles, sharing rules, and page layouts.
• Manage release and deployment processes using tools such as Salesforce Change Sets, SFDX, Copado, or similar CI/CD tools.
• Create and maintain technical documentation, including solution designs, configuration guides, and runbooks.
• Monitor system health, troubleshoot issues, and ensure platform stability and scalability.

Requirements & Tech Stack

• Technical Skills
• Salesforce Development: Strong proficiency in Apex (Classes, Triggers, Batch, Scheduled, Queueable), SOQL, SOSL, Visualforce, and Lightning Web Components (LWC).
• Salesforce Administration: Expert-level knowledge of declarative tools — Flows, Process Builder, Validation Rules, Custom Objects/Fields, Record Types, Page Layouts, and Lightning App Builder.
• Certinia Modules: Hands-on experience with Certinia PSA (Projects, Resource Management, Timecards, Expenses, Billing, Revenue Recognition).
• Integration: Experience with Salesforce REST/SOAP APIs, Connected Apps, Named Credentials, Platform Events, and middleware tools (MuleSoft, Dell Boomi, Informatica, or similar).
• Data Management: Proficiency with data migration and management tools such as Data Loader, Dataflow, or Informatica.
• Deployment & DevOps: Familiarity with SFDX, Git, CI/CD pipelines, and deployment tools (Copado, Gearset, or similar).
• Reporting & Analytics: Ability to build complex Salesforce Reports, Dashboards, and leverage Certinia's native reporting capabilities.
• Functional Knowledge
• Strong understanding of Professional Services business processes — project lifecycle, resource planning, time tracking, billing models (T&M, Fixed Price, Milestone-based), and revenue recognition principles.
• Familiarity with Salesforce security model — OWD, Sharing Rules, Profiles, Permission Sets, and Field-Level Security.
• Soft Skills
• Excellent analytical and problem-solving abilities.
• Strong communication skills — ability to interact effectively with business users, project managers, and technical teams.
• Self-starter with the ability to work independently and manage multiple priorities in a fast-paced environment.
• Detail-oriented with a commitment to quality and best practices.

Qualifications (Preferred / Nice-to-Have)

• Salesforce Certifications: Platform Developer I/II, Administrator, App Builder, or any relevant Salesforce credential.
• Certinia Certifications or formal training in Certinia PSA/FM modules.
• Prior experience with Certinia implementation from scratch (greenfield implementation).
• Experience working in an Agile/Scrum delivery model.
• Familiarity with Salesforce CPQ, Service Cloud, or Experience Cloud as they relate to the Professional Services ecosystem.
• Knowledge of SOX compliance, audit controls, and governance within Salesforce.