Senior Certinia and Salesforce Administrator

Point B is a business innovation firm that takes the guesswork out of transformation. We engineer your future by combining advanced technologies and industry expertise to help you reimagine your business and its processes to get ahead and stay ahead. We're consulting done different. While others might say it, we live it—your success is our success.

 We start with the challenges you face, then partner to drive to what’s right for your business, your people, and your future. The proof is in our world-class NPS score that consistently triples our competitors. We know how to listen carefully, respond with agility, and accelerate time to value. 

When you partner with Point B, you’ll experience the speed and confidence needed to spot critical pivots, navigate complexity with ease, and tailor technology to fit your needs. 

We're ready to start generating your future today. 

The Senior Certinia (fka FinancialForce) Application Administrator leads the administration, optimization, and support of our Certinia solution within the Salesforce platform. They are a key member of the IT team, responsible for the technical leadership of our Certinia application, working closely with Finance, IT, and Business Operations teams to ensure system stability, scalability, and alignment with company objectives. They have extensive experience with Certinia ERP and PSA modules, strong expertise in Salesforce administration, and a deep understanding of professional services and financial management workflows. 

WHAT YOU’LL GET TO DO:  

Application Configuration and Customization:

Design, implement, test, and oversee technical solutions to meet business requirements and improve system functionality.

Collaborate with cross-functional teams (e.g. Finance, Sales) and Technical Program Managers to gather business requirements and translate them into technical specifications.

Partner with vendors and third-party service providers to resolve complex technical issues, evaluate new features, and implement solutions.

Collaborate with Data Engineering to ensure application data integrity and quality for the purposes of reporting and analytics. 

Application Administration:  

Maintain multiple Certinia and Salesforce environments including development, testing, and production, ensuring optimal performance, security, and availability.

Contribute to identifying application change control best practices and ensure adherence to them when deploying changes across environments.

Stay abreast of Certinia and Salesforce releases, manage system upgrades, patches, and enhancements. 

Develop and maintain documentation for system processes, configurations and customizations, and user guides.

Work as a team with the Salesforce System Administrator to ensure solutions complement both systems. 

Leadership and Application Roadmap:  

Stay current with industry trends, best practices, and emerging technologies.

Contribute to long-term application strategy and roadmap, including evaluating new technologies and making recommendations for system enhancements or remediations. 

Identify opportunities for process improvements and automation to enhance efficiency and reduce manual efforts.

Mentor and lead more junior team members, fostering their professional growth and technical skills.

Project Management and Execution:  

Participate in Agile activities, contributing to sprint planning, daily stand-ups, and retrospectives.

Work with Technical Program Managers to prioritize and manage multiple projects and tasks using project management tools like JIRA.

Develop and maintain project management artifacts, including work schedules, dependency diagrams, standard operating procedures and risk assessments. 

Collaborate with Change Management specialists to develop and execute communication and training strategies for system changes.

Incident Response & Disaster Recovery:  

Provide Tier 2 & 3 support for user issues, troubleshooting and resolving critical application problems.

Work with IT Infrastructure to implement and manage backup and recovery procedures to ensure data integrity and business continuity.

WHAT WE OFFER: 

The ability to chart your career path based on expertise and passions 

An environment that encourages you to identify new opportunities and supports you in reaching your goals 

The chance to have a balanced lifestyle by working with local or national clients in a flexible consulting model 

The opportunity to further enable fun and collaborative culture with teams that are as passionate about their communities as they are about their clients 

A comprehensive, flexible Total Rewards program that supports and recognizes each individual's unique needs and contributions to the firm

WHAT WE EXPECT YOU’VE ALREADY DONE:  

Technical Skills: 

Proven experience in configuring, optimizing, and maintaining Certinia ERP and PSA modules across multiple environments, including GL, AP, AR, Revenue Management, Billing, Resource Management, Workspaces and Project Management, 

Advanced knowledge of Certinia and Salesforce architecture, data modeling, development practices, and integration methodologies.

The ability to navigate, understand, and interpret Apex and Visual force code for advanced troubleshooting, deeper system analysis, and collaborating effectively with development teams when needed.

Proficiency in Salesforce configuration including: workflows, process builder, flows, validation rules, formulas, custom objects and fields, security settings, Lightning Experience, and App Builder.

Hands-on experience with data migrations, integration tools (e.g., Mulesoft, Boomi), reporting tools (Tableau, Salesforce Reports and Dashboards, Power BI) and APIs. 

Strong understanding of how to manage user access, permissions, profiles, roles, and data security within Certinia and Salesforce. 

Deep experience with implementing and managing system upgrades, patches, and enhancements. 

Strong understanding of IT change control processes and Salesforce Change Sets and deployment processes. 

Experience with application backup and recovery tools and procedures. 

Business Skills: 

Excellent project management skills, including the ability to manage multiple projects simultaneously.

Proficiency in using project management and work tracking tools such as JIRA.

Advanced knowledge of Agile methodologies and experience participating in or leading Agile teams.

Track record of leadership and mentoring skills, with experience guiding more junior team members.

Ability to troubleshoot complex system issues and drive root cause analysis & resolution. 

Experience in vendor management and collaborating with third-party service providers.

Familiarity with end user change management processes and the ability to develop effective communication and training strategies.

Strong analytical skills with the ability to identify process improvements and automation opportunities.

Excellent communication skills, both written and verbal, with the ability to translate technical concepts to non-technical stakeholders. 

Education & Experience: 

Bachelor's degree in Computer Science, Information Technology, or related field 

5+ years of applicable Salesforce and Certinia administration and support experience.

Ability to work remotely.

Ability to work on-site occasionally as needed.

Ability to travel occasionally as needed. 

Ability to work non-standard work hours occasionally as necessary.

Desired Qualifications Overview:

Certinia and/or Salesforce Administrator certification(s) 

Experience with Certinia Services Estimator

Experience with Salesforce Backup tool for backing up data on the Salesforce platform. 

Experience with Salesforce Marketing Cloud 

Experience with Salesforce Communities 

Experience with Salesforce API

Experience with Salesforce Mobile App 

Experience with CONGA 

Proficiency with APEX programming

THE KIND OF PEOPLE WE LOOK FOR: 

Innate problem solvers who want to grow in a flexible, collaborative culture 

Those who have a growth mindset regarding training, practice, and evolving their skills 

Versatile people who thrive on variety and challenge 

Successful in ambiguous environments

Desire to and ability to learn 

Passion for Point B’s Mission, Vision, Values & Culture 

Gets it done brand and attitude

Ability to work from home 

Ability to work non-standard work hours when necessary.

COMPENSATION AND BENEFITS: 

The estimated salary range for this role is $82,000 - $164,500 USD per year. This salary range is provided as required by local and state law as applicable. Individual salaries vary on a number of factors including but not limited to geography, skills, education, experience and unique qualifications where applicable.

Bonuses are awarded at Point B’s discretion and are based upon individual contributions and overall firm performance.

INTRIGUED TO LEARN MORE?

When you apply for this role, your information will be personally reviewed by our talent acquisition team (not by a robot). You can expect to hear back from us with feedback if we think there could be a fit and what next steps look like.

WHAT MAKES POINT B DIFFERENT?

We put our passion for change to work, using our purpose and values as our north start. Our teams help organizations solve their greatest challenges and created an inclusive culture that attracts and retains the world’s best talent. Be part of a collaborative culture where we build lasting relationships with each other, our customers, and our communities.

Benefits – Point B rewards high performance with a total rewards approach that includes competitive base pay, benefits, and short-and long-term incentives — as well as flexibility, leadership development opportunities, and a culture designed to help our diverse team of individuals flourish.

Employee Ownership – We give employees a voice in directing their careers and the growth of our company. Our Employee Stock Ownership Plan (ESOP) is a non-contributory retirement vehicle that grows over time from annual allocations (based on individual compensation) and the value of our company.

Award winning – Point B has been consistently recognized as one of the best places to work by Fortune magazine, Great Place to Work, Consulting Magazine, BuiltIn, and many others. We are proud to be named a Best Workplace in the US by Fortune magazine, Best Workplaces for Millennials, and Best Workplaces for Women in addition to other awards regarding our workplace inclusivity. 

Point B is an equal-opportunity employer committed to a diverse workforce. We provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. You can read more about our commitment to diversity on our website.

Point B is committed to providing equal opportunities for persons with disabilities or religious observances, which includes providing reasonable accommodation for in any individuals with disabilities or for religious purposes. Applicants with disabilities may contact our Accommodations team at [email protected] or 206-517-5000 to request and arrange for accommodations through the application and/or recruiting process. If you need assistance to accommodate a disability or religious observance, you may request an accommodation at any time. Please note: This mailbox is only for accommodation requests or questions. Please use the Contact Us form for any recruiting inquires.

Legal Information for Job Seekers can be accessed on our Careers Website.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.