Demo

Senior Solution Consultant

Certinia
San Francisco, CA Full Time
POSTED ON 1/20/2025
AVAILABLE BEFORE 4/18/2025

WHO WE ARE

Below, you will find a complete breakdown of everything required of potential candidates, as well as how to apply Good luck.

Certinia (formerly FinancialForce) delivers a Services-as-a-Business platform that powers and connects all aspects of services operations, from services estimation and delivery to customer success management and financial planning and accounting. The company's Professional Services Automation (PSA), Customer Success, and ERP solutions delivered on Salesforce's leading cloud platform provide the ability to run a connected services business, deliver with intelligence, and achieve business agility. Headquartered in San Jose, California with offices around the world, Certinia is backed by Haveli Investments, General Atlantic and Salesforce Ventures. For more information, visit www.certinia.com.

THE ROLE

We are currently recruiting a highly motivated, enthusiastic Implementation Consultant with strong Software Implementation across Accounting / Finance applications. This individual will be leading the implementation and training of predominantly the Certinia FFA application and related applications in customer environments. Travel within the UK and Europe should be expected.

You will be responsible for ensuring proactive communications to clients and internal stakeholders, whilst managing any enhancement requests and or escalations.

As a Senior Solution Consultant you will be capable of understanding simple to complex business requirements and design a technical solution that meets those needs, driving projects to completion by anticipating the needs of the clients and ensuring the alignment of internal and external stakeholders across the implementation.

This is a varied role which requires travel to our clients' sites, working with a wide variety of people, therefore it is essential that you can demonstrate effective communication skills to help simplify technical information across our customer base.

Experience of Salesforce within a Solution Consultant capacity is highly desirable.

WHAT YOU WILL DO IN THIS ROLE

  • Develop and manage relationships with customers.
  • Present the Certinia PSA or CS application via Web conference tools and face-to-face meetings.
  • Perform key components of remote and onsite implementations of Certinia's PSA or CS application, including Base Build Installation, Configuration, Training, Report writing, Data Migration, and consulting support.
  • Responsible for technical specifications, application configuration, unit testing, UAT support, data migration support, knowledge transfer, deployment, and post-go-live support.
  • Understand complementary 3rd party applications as part of the overall Certinia implementation project.
  • Understand client’s accounting process requirements and assist the project team in redefining processes and translating those requirements into a Solution Design Document.
  • Prepare and deliver standard and custom configuration and training events via web meeting or standard classroom methods.
  • Document best practices specific to Certinia software implementation and assist the practices organization by leading efforts to improve methodology and develop service offerings.
  • Assist Solution Design Consultants in scoping statements of works.
  • Communicate with the wider business; working with other departments, such as Support, Customer Success, Product, and Sales to help drive successful implementations, sales, and product improvements.
  • As a product expert, influence the engineering and product management teams on issues that may affect the product.

WHAT YOU NEED TO BE SUCCESSFUL IN THIS ROLE

  • Experience in Salesforce is highly desirable (other on-premise / SaaS packaged solutions also of interest : NetSuite, Oracle, SAP, WorkDay, etc.).
  • Proven and extensive breadth of experience implementing PSA or CS solutions across mid-market or enterprise users.
  • Demonstrated expertise in designing, implementing, and supporting PSA or CS systems.
  • The benefit of relevant certifications / qualifications (Salesforce Administrator, recognized accounting qualifications) or demonstrable experience of financial accounting processes and applications.
  • Excellent written and verbal communication skills. Fluent English; multi-language skills are highly desirable.
  • Ability to work in a fast-changing, team environment.
  • Salary Range : $90K - $123K

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    Salary : $90,000 - $123,000

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