Certinia PSA Consultant

4 - 8 years

13 - 15 Lacs

Posted:2 weeks ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Description
This is a full-time remote role for a Certinia PSA Consultant. We are looking for a skilled and experienced Certinia PSA (formerly FinancialForce PSA) Consultant to join our team. The ideal candidate will have hands-on experience implementing, configuring, and supporting Certinia PSA modules, along with a strong understanding of professional services operations and Salesforce platform.
Responsibilities:
  • Lead or support Certinia PSA implementations and enhancements for mid to large-scale projects.
  • Analyze business processes and requirements to configure PSA modules such as Resource Management, Timecards, Expense Management, Billing, and Project Management.
  • Customize and optimize PSA workflows to align with client-specific processes.
  • Conduct requirement gathering, solution design workshops, and training sessions.
  • Collaborate with cross-functional teams including Project Managers, Salesforce Developers, and Finance teams.
  • Create and maintain documentation for solution designs, configurations, and user training.
  • Provide ongoing support, troubleshooting, and enhancements post-deployment.

Requirements & Qualifications :
  • 4-8 years of overall experience in ERP/CRM consulting, with at least 2-3 years working specifically with Certinia PSA .
  • Strong understanding of professional services workflows such as project planning, resource allocation, time/expense tracking, and billing.
  • Solid knowledge of the Salesforce platform (Sales Cloud, custom objects, workflows, reports, dashboards).
  • Experience in data migration and integration with third-party systems is a plus.
  • Excellent problem-solving and communication skills.
  • Ability to work independently and in a collaborative team environment.
  • Certinia or Salesforce certifications.

Nice to Have:
  • Exposure to Certinia ERP modules (Accounting, Billing Central, etc.)
  • Experience working with international clients and distributed teams.
  • Familiarity with Agile/Scrum project methodologies.

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