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Certinia Jobs in Raleigh, NC (NOW HIRING)

WalkMe

AI Automation Lead, Post-Sales Operations

Raleigh, NC · On-site

$147K/yr

Design and implement integrated automations connecting Salesforce, the PSA platform (Certinia or similar), product/usage data, and reporting/dashboarding tools - removing swivel-chair work and manual ...

NetApp

Sr. Mgr, NGS Programs

Morrisville, NC · Hybrid

$190K - $210K/yr

... Certinia) Cross-Functional Impact : Exceptional communication skills with a demonstrated ability to translate complex data infrastructure needs to Finance, IT, RevOps, and executive leadership.

NetApp, Inc.

Sr. Mgr, NGS Programs

Morrisville, NC · On-site

$190K - $210K/yr

... Certinia) Cross-Functional Impact : Exceptional communication skills with a demonstrated ability to translate complex data infrastructure needs to Finance, IT, RevOps, and executive leadership.

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Certinia information

What is a Certinia consultant?

A Certinia consultant is a professional who specializes in implementing, configuring, and optimizing Certinia solutions for businesses. Certinia, formerly known as FinancialForce, is a cloud-based enterprise resource planning (ERP) and professional services automation (PSA) platform built on Salesforce. Consultants help organizations streamline financial management, project delivery, and resource allocation using Certinia products. Their work often involves business process analysis, system integration, user training, and ongoing support to ensure clients get the most value from their Certinia investment.

What are the key skills and qualifications needed to thrive as a Certinia specialist?

To thrive as a Certinia specialist, you need a solid understanding of financial management, ERP processes, and Salesforce platform knowledge, often supported by relevant degrees or professional experience. Familiarity with Certinia (FinancialForce) modules, Salesforce certifications, and tools such as Salesforce Lightning and reporting systems is typically required. Strong analytical thinking, attention to detail, and effective communication skills help you collaborate with stakeholders and solve complex business challenges. These skills ensure successful implementation, optimization, and user adoption of Certinia solutions within organizations.

What are some common challenges faced by professionals working with Certinia solutions, and how can I prepare for them?

Professionals working with Certinia solutions often encounter challenges related to integrating the platform with existing Salesforce environments and ensuring seamless data migration. It's common to collaborate closely with cross-functional teams, including finance, operations, and IT, to tailor the solution to unique business processes. To prepare, familiarize yourself with Salesforce basics, develop strong communication skills, and stay updated on Certinia's latest features and best practices to address client needs efficiently.

What is the difference between Certinia vs Financial Analyst?

CriteriaCertiniaFinancial Analyst
Required credentialsCertinia certifications, experience with cloud ERPBachelor's degree in finance, accounting, or related field; often CPA or CFA
Work environmentCloud-based software environment, SaaS platformsCorporate finance departments, accounting firms, investment firms
Employer and industry usageUsed by organizations implementing Certinia ERP solutionsFinancial departments across various industries
Common search and comparison intentUnderstanding roles related to Certinia softwareFinancial analysis, reporting, and planning roles

Certinia professionals focus on implementing and managing Certinia cloud ERP solutions, requiring specific certifications and experience with SaaS platforms. Financial Analysts analyze financial data, prepare reports, and support decision-making in various industries. While both roles involve finance and technology, Certinia roles are more technical and software-focused, whereas Financial Analysts concentrate on financial data analysis and reporting.

What are popular job titles related to Certinia jobs in Raleigh, NC?

For Certinia jobs in Raleigh, NC, the most frequently searched job titles are:

What job categories do people searching Certinia jobs in Raleigh, NC look for?

The top searched job categories for Certinia jobs in Raleigh, NC are:

What cities near Raleigh, NC are hiring for Certinia jobs?

Cities near Raleigh, NC with the most Certinia job openings:

Certinia jobs near you
Infographic showing various Certinia job openings in Raleigh, NC as of August 2026, with employment types broken down into 97% Full Time, 1% Temporary, and 2% Contract. Highlights an 53% Physical, 4% Hybrid, and 43% Remote job distribution.

AI Automation Lead, Post-Sales Operations

WalkMe

Raleigh, NC • On-site

$147K/yr

Full-time

Medical, Retirement, PTO

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

Industry leader? Well, how about an industry creator?!
 
At WalkMe, now an SAP company, we're not just the leader in digital adoption, we started the digital adoption revolution - enabling organizations to pinpoint and resolve digital friction, regain control of their tech stack, and be better equipped to manage future change. With over 1,600 clients, including 55 Fortune 100 companies and 6 Fortune 10 companies working with us daily, we're transforming how enterprises interact with their technology.
 
So, if you're an expert in your field, and looking for an opportunity to work, collaborate, and innovate with some of the most talented people out there, WalkMe is the place for you!

WalkMe is hiring a AI Automation Lead, Post-Sales Operations to serve as the Operations focal point for our Post-Sales CSG functions. The CSG Operations team is the right hand of the Customer Success Group organization (all Post-Sales GTM teams) under the Chief Customer Officer. Reporting to the VP of CSG Operations, this role partners with Ops leads across Customer Success, Support, Renewals, Delivery, Scaled Success, Customer Experience & also Sales to drive data-driven decisions, operational efficiency, and scalable automation across all post-sales functions.

This role is accountable for AI Automation strategy and execution for post-sales workflows, eliminating manual processes, scaling an automation layer that removes friction across post-sales workflows for the broader CSG organization across Salesforce, PSA platform, product data, and reporting/dashboarding platforms.

 
What You'll Own

  • Post Sales Operations AI Automation Strategy and execution

  • Develop, document, and maintain SOPs and policies for data collection, storage, and reporting across all post sales functions

  • Serve as the focal point for AI-driven automation across post-sales workflows, identifying manual, repetitive, or error-prone processes and re-architecting them into automated, agile workflows.

  • Partner cross-functionally with IS/BI/CoE, Sales Ops, Marketing Ops, Partner Ops, Deal Desk, Finance, and Compensation teams.

  • Design and implement integrated automations connecting Salesforce, the PSA platform (Certinia or similar), product/usage data, and reporting/dashboarding tools - removing swivel-chair work and manual handoffs between systems.

  • Evaluate and deploy AI solutions, no-code/low-code automation platforms (e.g., Salesforce Flow, Certinia automation, Workato, Zapier, or similar) and AI agents to streamline post sales operations at scale.

  • Build reusable automation playbooks and standards that other CSG Ops functions can adopt as the team matures its automation maturity.

  • Partner with the CIO organization (IS/BI/CoE) and Product teams to ensure automations are scalable, governed, and aligned with enterprise data architecture.

  • Track and report on efficiency gains, time saved, and process improvements delivered through automation initiatives.

What You Need to Succeed

  • Minimum 3-5 years experience in Post-Sales Operations in the SaaS industry.

  • Proven track record leading process-improvement Automation initiatives with a clear methodology and hands-on ownership of outcomes

  • Experience standing up (AI powered) automation standards and playbooks for a growing post sales Ops function.

  • Advanced Salesforce data architecture experience - object relationships, data modeling, custom report types, calculated and formula fields, workflows, and governance across a complex org. Lightning experience preferred

  • Experienced in designing and deploying AI-powered automation for post-sales workflows, integrating data across Salesforce, product/usage platforms, PSA tools, and reporting/dashboarding systems.

  • Proven experience with AI LLMs prompting (Claude, Gemini, ChatGPT, n8n etc) and no-code/low-code automation for post sales platforms (Salesforce Flow, Workato, Zapier, or similar) to build production workflows; basic scripting or SQL is a plus but not required.

  • Advanced Excel / Google Sheets skills - pivot tables, SUMIFS, VLOOKUP/XLOOKUP, INDEX/MATCH - for complex, multi-source data management.

  • Ability to translate complex datasets and automation concepts into clear, actionable insight for cross-functional efficiencies

  • Prior people-management experience is a strong plus - this is an individual-contributor role, but candidates who have led teams and bring that judgment and maturity to a hands-on capacity are highly valued.

  • Self-starter who takes ownership and navigates ambiguity in an ever-shifting environment.

  • Bachelor's of Science degree or equivalent work experience required.

What Sets Us Apart
  • At WalkMe, we are dedicated to building a workforce that reflects the diversity of our global community and clients we serve through inclusive programs and initiatives including equal pay, employee resource groups, holistic benefits and more.  We are committed to fostering an inclusive culture which celebrates the unique experiences and perspectives each Team Member brings to the workplace.
  • Hybrid Work Arrangement: We offer a hybrid work schedule to perfectly combine the benefits of remote work and the essential connections and collaborations of onsite work.
  • Supportive Culture: We focus on the whole person, celebrating what makes us unique, and create space for community.
  • Professional Development: We encourage continuous learning and offer opportunities for career development through our career compass offering.
  • Stay healthy and happy with Wellness@WalkMe! Enjoy quarterly wellness reimbursements, daily BrightBreaks to recharge, and WalkMe's annual Wellness Month every July-because your well-being matters all year long.
  • WalkMe provides health coverage options, where applicable, to ensure employees have access to essential medical benefits. Our offerings are designed to support the well-being and diverse needs of our global workforce.
  • WalkMe offers a generous annual leave policy tailored to meet regional standards, ensuring all employees enjoy sufficient time off to rest and recharge.
  • WalkMe offers RefreshMe Days throughout the year to further strengthen our commitment to work/life balance.
  • Robust Retirement Contributions: Ask HR about the specific offerings for your region!
  • SAP's acquisition of WalkMe highlights a commitment to enhancing user experience and streamlining software interactions, offering opportunities to work with cutting-edge technology that drives efficiency and innovation in the workplace.
Our job titles may span more than one career level. The OTE ranges for the United States is between $150,000 and $165,000 including salary and variables. The actual base pay is dependent upon many factors, such as: location, training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role may also be eligible for bonus and benefits as part of our competitive total rewards package.

At WalkMe, we approach Diversity, Equity and Inclusion (DEI) with the same level of collaboration, innovation and accountability that we bring to the rest of our business. We believe in the value of diversity and are committed to ensuring an equitable and inclusive workplace where every employee has an equal opportunity to achieve success.
 
WalkMe does not discriminate. If a candidate requires a reasonable accommodation to complete a job application, pre-employment testing, or a job interview or to otherwise participate in the hiring process, please contact your Talent Acquisition partner immediately.
 
TO ALL RECRUITMENT AGENCIES: WalkMe does not accept agency resumes. Please do not forward resumes to WalkMe employees or any other company location. WalkMe is not responsible for any fees related to unsolicited resumes and will not pay fees to any third-party agency or company that does not have a signed agreement with the Company for this specific role.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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