Salesforce/ Certinia System Administrator
POSITION SUMMARY
The Salesforce System Administrator serves as the primary owner of all internal Salesforce and Certinia environments. This role is responsible for day-to-day administration, system configuration, security governance, data integrity, and platform optimization across internal teams.
ESSENTIAL FUNCTIONS
ā¢ Administer and maintain internal Salesforce environments, including Sales Cloud, Service Cloud, and integrated Certinia applications.
ā¢ Configure and manage objects, fields, page layouts, record types, validation rules, and Lightning pages.
ā¢ Build and maintain Flows, automation, reports, and dashboards to support internal business processes.
ā¢ Own Salesforce and Certinia security administration, including Profiles, Roles, Permission Sets, and Permission Set Groups.
ā¢ Ensure access aligns with Ferrillis least-privilege security framework and Workforce Classification Model.
ā¢ Review and implement access changes for new users, role changes, and new functionality in a controlled and auditable manner.
ā¢ Manage data imports, updates, and exports using tools such as Data Loader.
ā¢ Monitor data quality and integrity across Salesforce and Certinia.
ā¢ Support internal audits, reporting needs, and data governance initiatives.
ā¢ Serve as the primary escalation point for internal Salesforce and Certinia issues.
ā¢ Partner with internal stakeholders to gather requirements and deliver system enhancements.
ā¢ Create and maintain system documentation, standards, and internal training materials.
ā¢ Identify opportunities to streamline workflows and improve system usability across departments.
ā¢ Coordinate with Finance, Sales Operations, Professional Services, HR, and IT on cross-functional initiatives.
ā¢ Evaluate AppExchange tools and system enhancements for internal use and scalability.
QUALIFICATIONS
ā¢ Bachelors degree or higher in accounting or related field.
ā¢ Salesforce Advance Administrator Certification (required).
ā¢ Salesforce Platform Developer I and II Certification strongly preferred.
ā¢ 3+ years of hands-on Salesforce administration experience in an internal enterprise environment.
ā¢ Strong experience with Salesforce Flows, reporting, dashboards, and data management tools.
ā¢ Demonstrated experience administering security models, roles, and permission structures.
ā¢ Experience administering Certinia (Financial Management, PSA, or related modules).
ā¢ Prior experience supporting finance, resource management, or professional services operations.
ā¢ Familiarity with governance models, change management, and audit-ready system administration.
ā¢ Experience in consulting, SaaS, or higher education environments.
The Salesforce System Administrator serves as the primary owner of all internal Salesforce and Certinia environments. This role is responsible for day-to-day administration, system configuration, security governance, data integrity, and platform optimization across internal teams.
ESSENTIAL FUNCTIONS
ā¢ Administer and maintain internal Salesforce environments, including Sales Cloud, Service Cloud, and integrated Certinia applications.
ā¢ Configure and manage objects, fields, page layouts, record types, validation rules, and Lightning pages.
ā¢ Build and maintain Flows, automation, reports, and dashboards to support internal business processes.
ā¢ Own Salesforce and Certinia security administration, including Profiles, Roles, Permission Sets, and Permission Set Groups.
ā¢ Ensure access aligns with Ferrillis least-privilege security framework and Workforce Classification Model.
ā¢ Review and implement access changes for new users, role changes, and new functionality in a controlled and auditable manner.
ā¢ Manage data imports, updates, and exports using tools such as Data Loader.
ā¢ Monitor data quality and integrity across Salesforce and Certinia.
ā¢ Support internal audits, reporting needs, and data governance initiatives.
ā¢ Serve as the primary escalation point for internal Salesforce and Certinia issues.
ā¢ Partner with internal stakeholders to gather requirements and deliver system enhancements.
ā¢ Create and maintain system documentation, standards, and internal training materials.
ā¢ Identify opportunities to streamline workflows and improve system usability across departments.
ā¢ Coordinate with Finance, Sales Operations, Professional Services, HR, and IT on cross-functional initiatives.
ā¢ Evaluate AppExchange tools and system enhancements for internal use and scalability.
QUALIFICATIONS
ā¢ Bachelors degree or higher in accounting or related field.
ā¢ Salesforce Advance Administrator Certification (required).
ā¢ Salesforce Platform Developer I and II Certification strongly preferred.
ā¢ 3+ years of hands-on Salesforce administration experience in an internal enterprise environment.
ā¢ Strong experience with Salesforce Flows, reporting, dashboards, and data management tools.
ā¢ Demonstrated experience administering security models, roles, and permission structures.
ā¢ Experience administering Certinia (Financial Management, PSA, or related modules).
ā¢ Prior experience supporting finance, resource management, or professional services operations.
ā¢ Familiarity with governance models, change management, and audit-ready system administration.
ā¢ Experience in consulting, SaaS, or higher education environments.