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Certinia Jobs (NOW HIRING)

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 ...

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 ...

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Certinia information

What are the key skills and qualifications needed to thrive as a Certinia (formerly FinancialForce) specialist, and why are they important?

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 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 some common challenges faced by professionals working with Certinia (formerly FinancialForce) 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 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.
More about Certinia jobs
What cities are hiring for Certinia jobs? Cities with the most Certinia job openings:
What states have the most Certinia jobs? States with the most job openings for Certinia jobs include:
Infographic showing various Certinia job openings in the United States as of June 2026, with employment types broken down into 86% Full Time, and 14% Contract. Highlights an 59% Physical, 5% Hybrid, and 36% Remote job distribution.
Salesforce Certinia Senior Consultant

Salesforce Certinia Senior Consultant

Deloitte

Jacksonville, FL • Remote

Other

Posted 23 days ago


Deloitte rating

8.1

Company rating: 8.1 out of 10

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

Qualifications:

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

Education:Bachelor's DegreeEmployment Type:

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