Salesforce Certinia Senior Consultant Our Deloitte Customer team empowers organizations to build deeper relationships with customers. This includes supporting their marketing, sales, and service ...
Salesforce Certinia Senior Consultant Our Deloitte Customer team empowers organizations to build deeper relationships with customers. This includes supporting their marketing, sales, and service ...
Salesforce Certinia Senior Consultant Our Deloitte Customer team empowers organizations to build deeper relationships with customers. This includes supporting their marketing, sales, and service ...
Salesforce Certinia Senior Consultant Our Deloitte Customer team empowers organizations to build deeper relationships with customers. This includes supporting their marketing, sales, and service ...
Enterprise Account Executive
Austin, TX · On-site +1
$125K - $142K/yr
WHO WE ARE Certinia 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 ...
Enterprise Account Executive
Austin, TX · On-site +1
$125K - $142K/yr
WHO WE ARE Certinia 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 ...
Salesforce Certinia Senior Consultant Our Deloitte Customer team empowers organizations to build deeper relationships with customers. This includes supporting their marketing, sales, and service ...
Salesforce Certinia Senior Consultant Our Deloitte Customer team empowers organizations to build deeper relationships with customers. This includes supporting their marketing, sales, and service ...
Salesforce Certinia Senior Consultant Our Deloitte Customer team empowers organizations to build deeper relationships with customers. This includes supporting their marketing, sales, and service ...
Salesforce Certinia Senior Consultant Our Deloitte Customer team empowers organizations to build deeper relationships with customers. This includes supporting their marketing, sales, and service ...
Salesforce Certinia Senior Consultant Our Deloitte Customer team empowers organizations to build deeper relationships with customers. This includes supporting their marketing, sales, and service ...
Salesforce Certinia Senior Consultant Our Deloitte Customer team empowers organizations to build deeper relationships with customers. This includes supporting their marketing, sales, and service ...
Salesforce Certinia Senior Consultant Our Deloitte Customer team empowers organizations to build deeper relationships with customers. This includes supporting their marketing, sales, and service ...
Salesforce Certinia Senior Consultant Our Deloitte Customer team empowers organizations to build deeper relationships with customers. This includes supporting their marketing, sales, and service ...
Salesforce Certinia Senior Consultant Our Deloitte Customer team empowers organizations to build deeper relationships with customers. This includes supporting their marketing, sales, and service ...
Salesforce Certinia Senior Consultant Our Deloitte Customer team empowers organizations to build deeper relationships with customers. This includes supporting their marketing, sales, and service ...
Salesforce Certinia Senior Consultant Our Deloitte Customer team empowers organizations to build deeper relationships with customers. This includes supporting their marketing, sales, and service ...
Salesforce Certinia Senior Consultant Our Deloitte Customer team empowers organizations to build deeper relationships with customers. This includes supporting their marketing, sales, and service ...
Salesforce Certinia Senior Consultant Our Deloitte Customer team empowers organizations to build deeper relationships with customers. This includes supporting their marketing, sales, and service ...
Salesforce Certinia Senior Consultant Our Deloitte Customer team empowers organizations to build deeper relationships with customers. This includes supporting their marketing, sales, and service ...
Salesforce Certinia Senior Consultant Our Deloitte Customer team empowers organizations to build deeper relationships with customers. This includes supporting their marketing, sales, and service ...
Salesforce Certinia Senior Consultant Our Deloitte Customer team empowers organizations to build deeper relationships with customers. This includes supporting their marketing, sales, and service ...
Salesforce Certinia Senior Consultant Our Deloitte Customer team empowers organizations to build deeper relationships with customers. This includes supporting their marketing, sales, and service ...
Salesforce Certinia Senior Consultant Our Deloitte Customer team empowers organizations to build deeper relationships with customers. This includes supporting their marketing, sales, and service ...
Salesforce Certinia Senior Consultant Our Deloitte Customer team empowers organizations to build deeper relationships with customers. This includes supporting their marketing, sales, and service ...
Salesforce Certinia Senior Consultant Our Deloitte Customer team empowers organizations to build deeper relationships with customers. This includes supporting their marketing, sales, and service ...
Business Development Rep - US
Austin, TX · On-site
$49K - $55K/yr
Business Development Representative Austin, TX WHO WE ARE Certinia delivers a Services-as-a-Business platform that powers and connects all aspects of services operations, from services estimation and ...
Business Development Rep - US
Austin, TX · On-site
$49K - $55K/yr
Business Development Representative Austin, TX WHO WE ARE Certinia delivers a Services-as-a-Business platform that powers and connects all aspects of services operations, from services estimation and ...
Salesforce Certinia Senior Consultant Our Deloitte Customer team empowers organizations to build deeper relationships with customers. This includes supporting their marketing, sales, and service ...
Salesforce Certinia Senior Consultant Our Deloitte Customer team empowers organizations to build deeper relationships with customers. This includes supporting their marketing, sales, and service ...
Salesforce Certinia Senior Consultant Our Deloitte Customer team empowers organizations to build deeper relationships with customers. This includes supporting their marketing, sales, and service ...
Salesforce Certinia Senior Consultant Our Deloitte Customer team empowers organizations to build deeper relationships with customers. This includes supporting their marketing, sales, and service ...
Salesforce Certinia Senior Consultant Our Deloitte Customer team empowers organizations to build deeper relationships with customers. This includes supporting their marketing, sales, and service ...
Salesforce Certinia Senior Consultant Our Deloitte Customer team empowers organizations to build deeper relationships with customers. This includes supporting their marketing, sales, and service ...
Salesforce Certinia Senior Consultant Our Deloitte Customer team empowers organizations to build deeper relationships with customers. This includes supporting their marketing, sales, and service ...
Salesforce Certinia Senior Consultant Our Deloitte Customer team empowers organizations to build deeper relationships with customers. This includes supporting their marketing, sales, and service ...
Salesforce Certinia Senior Consultant Our Deloitte Customer team empowers organizations to build deeper relationships with customers. This includes supporting their marketing, sales, and service ...
Salesforce Certinia Senior Consultant Our Deloitte Customer team empowers organizations to build deeper relationships with customers. This includes supporting their marketing, sales, and service ...
Salesforce Certinia Senior Consultant Our Deloitte Customer team empowers organizations to build deeper relationships with customers. This includes supporting their marketing, sales, and service ...
Salesforce Certinia Senior Consultant Our Deloitte Customer team empowers organizations to build deeper relationships with customers. This includes supporting their marketing, sales, and service ...
Certinia information
What are the key skills and qualifications needed to thrive as a Certinia (formerly FinancialForce) specialist, and why are they important?
What is the difference between Certinia vs Financial Analyst?
| Criteria | Certinia | Financial Analyst |
|---|---|---|
| Required credentials | Certinia certifications, experience with cloud ERP | Bachelor's degree in finance, accounting, or related field; often CPA or CFA |
| Work environment | Cloud-based software environment, SaaS platforms | Corporate finance departments, accounting firms, investment firms |
| Employer and industry usage | Used by organizations implementing Certinia ERP solutions | Financial departments across various industries |
| Common search and comparison intent | Understanding roles related to Certinia software | Financial 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 some common challenges faced by professionals working with Certinia (formerly FinancialForce) solutions, and how can I prepare for them?
What is a Certinia consultant?

Deloitte rating
8.1
Based on 86 frontline employees who took The Breakroom Quiz
58th of 138 rated financial services
Job description
Salesforce Certinia Senior Consultant
Our Deloitte Customer team empowers organizations to build deeper relationships with customers. This includes supporting their marketing, sales, and service organizations. Post sales activities including service, customer success and professional services is growing in importance because of the role it plays in customer retention and expansion. Across a number of industries including High-Tech, Media, and Energy, Professional Services and Customer Success is becoming a pressing need.
Certinia is a leading provider of Salesforce-based Professional Services Automation software. We are seeing growing opportunity to help our clients implement Certinia PSA and Services Estimator in many sectors where stronger Project and Resource Management capabilities are critical to connecting sales and services processes and supporting more mature operational management and invoicing and accounting processes.
Work you'll do
As a PSA Implementation consultant, your role will be to orient our Professional Services Organisation clients. During the implementation, you will guide our clients to increase their awareness of the resources required to meet the needs of future opportunities, to understand the profitability of their operations and to help them optimise the occupancy levels of their resources so that their activities become more efficient. More precisely, you will:
- Collaborate directly with decision-makers to better understand their business objectives, their reality and their goals in order to create the best solutions
- Act as a trusted business advisor with the client and align business processes with industry best practices
- Design and configure components of the solution following best practices
- Participate in the implementation during each step
- Perform gap analyses and build Certinia PSA roadmaps to address potential gaps
- Work in collaboration with Project Managers, developers, and administrators
- Assist customers during UAT (User Acceptance Testing)
- Deliver Certinia PSA training to the end-user and/or power-user
- Develop your skills through online certification (Certinia Training), shadowing, mentoring and daily interaction with your colleagues and clients
The team
Sales & Service
Our Sales & Service offering drives global customer transformation by designing and implementing innovative sales and service experiences. We blend strategy, technology, and creativity to solve complex challenges, bringing customer strategies to life and creating new markets.
Required Qualifications
- 3+ years experience in Salesforce project consulting role
- 1+ years experience with Certinia Professional Service Automation (PSA), Time Tracking Financial and/or Project Management software
- 1+ years experience with Accounting, CRM, ERP and/or HCM system
- Ability to travel up to 50%, on average, based on the work you do and the clients and industries/sectors you serve
- Limited immigration sponsorship may be available
- Bachelor's degree in computer science, information systems, or other technology-related field or equivalent number of years of experience
Preferred Qualifications
- Certinia PSA Certified Implementation Consultant and/or Certinia PSA Sysadmin Certification
- Salesforce Certified Administrator, App Builder and Platform Developer 1 certifications
- Proven expertise in advising and supporting enterprise-scale technical solutions while meeting complex business requirements
- Strong understanding of software development processes
- Analytical mind and excellent communication skills
- Responsible, methodical, organised and thorough
- Knowledge of Agile methodology
Information for applicants with a need for accommodation: [1] https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html
Salesforce Certinia Senior Consultant
Our Deloitte Customer team empowers organizations to build deeper relationships with customers. This includes supporting their marketing, sales, and service organizations. Post sales activities including service, customer success and professional services is growing in importance because of the role it plays in customer retention and expansion. Across a number of industries including High-Tech, Media, and Energy, Professional Services and Customer Success is becoming a pressing need.
Certinia is a leading provider of Salesforce-based Professional Services Automation software. We are seeing growing opportunity to help our clients implement Certinia PSA and Services Estimator in many sectors where stronger Project and Resource Management capabilities are critical to connecting sales and services processes and supporting more mature operational management and invoicing and accounting processes.
Work you'll do
As a PSA Implementation consultant, your role will be to orient our Professional Services Organisation clients. During the implementation, you will guide our clients to increase their awareness of the resources required to meet the needs of future opportunities, to understand the profitability of their operations and to help them optimise the occupancy levels of their resources so that their activities become more efficient. More precisely, you will:
- Collaborate directly with decision-makers to better understand their business objectives, their reality and their goals in order to create the best solutions
- Act as a trusted business advisor with the client and align business processes with industry best practices
- Design and configure components of the solution following best practices
- Participate in the implementation during each step
- Perform gap analyses and build Certinia PSA roadmaps to address potential gaps
- Work in collaboration with Project Managers, developers, and administrators
- Assist customers during UAT (User Acceptance Testing)
- Deliver Certinia PSA training to the end-user and/or power-user
- Develop your skills through online certification (Certinia Training), shadowing, mentoring and daily interaction with your colleagues and clients
The team
Sales & Service
Our Sales & Service offering drives global customer transformation by designing and implementing innovative sales and service experiences. We blend strategy, technology, and creativity to solve complex challenges, bringing customer strategies to life and creating new markets.
Required Qualifications
- 3+ years experience in Salesforce project consulting role
- 1+ years experience with Certinia Professional Service Automation (PSA), Time Tracking Financial and/or Project Management software
- 1+ years experience with Accounting, CRM, ERP and/or HCM system
- Ability to travel up to 50%, on average, based on the work you do and the clients and industries/sectors you serve
- Limited immigration sponsorship may be available
- Bachelor's degree in computer science, information systems, or other technology-related field or equivalent number of years of experience
Preferred Qualifications
- Certinia PSA Certified Implementation Consultant and/or Certinia PSA Sysadmin Certification
- Salesforce Certified Administrator, App Builder and Platform Developer 1 certifications
- Proven expertise in advising and supporting enterprise-scale technical solutions while meeting complex business requirements
- Strong understanding of software development processes
- Analytical mind and excellent communication skills
- Responsible, methodical, organised and thorough
- Knowledge of Agile methodology
Information for applicants with a need for accommodation: [1] https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html