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Financialforce Psa Jobs (NOW HIRING)

Salesforce Architect

The Woodlands, TX · On-site

$61.75 - $76.25/hr

Familiarity with Salesforce PSA / FinancialForce / Certinia (referenced in the Permission Set scope). * Experience producing migration validation and reconciliation evidence acceptable to a defense ...

WHO WE ARE Certinia (formerly FinancialForce) delivers a Services-as-a-Business platform that ... The company's Professional Services Automation (PSA), Customer Success, and ERP solutions delivered ...

Senior Customer Success Manager-US

Austin, TX · On-site +1

$110K - $190K/yr

Senior Customer Success Manager Remote in the US WHO WE ARE Certinia (formerly FinancialForce ... The company's Professional Services Automation (PSA), Customer Success, and ERP solutions-delivered ...

Staff Engagement Manager

Trenton, NJ · Remote

$120.96K - $172.80K/yr

Makes use of productivity tools like FinancialForce, Salesforce, Metabase, Trello, etc. to maintain ... Deep experience working with project financial fundamentals and PSA tools such as Financial Force ...

Proficiency in using CRM and PSA tools, such as Salesforce and Certinia/FinancialForce, for project tracking and revenue recognition * Exceptional clarity and directness in written and verbal ...

$132K - $165K/yr

FinancialForce or equivalent professional services automation (PSA) tools strongly preferred. * Exceptional communication and executive presence while being capable of distilling complex financial ...

Proficiency in using CRM and PSA tools, such as Salesforce and Certinia/FinancialForce, for project tracking and revenue recognition * Exceptional clarity and directness in written and verbal ...

Proficiency in using CRM and PSA tools, such as Salesforce and Certinia/FinancialForce, for project tracking and revenue recognition * Exceptional clarity and directness in written and verbal ...

Sales Operations Manager

Raleigh, NC · On-site

$116K - $145K/yr

Familiar with applying Professional Services Automation (PSA) software integrated with Salesforce (Certinia / FinancialForce preferred) * Familiar with the data intelligence or data governance ...

Sales Operations Manager

Raleigh, NC · Hybrid

$116K - $145K/yr

Familiar with applying Professional Services Automation (PSA) software integrated with Salesforce (Certinia / FinancialForce preferred) * Familiar with the data intelligence or data governance ...

Implementation Consultant

New York, NY · On-site

$100K - $125K/yr

Manage project lifecycle and log all time spent in FinancialForce Client Relationship Management ... Proficiency with tools such as Salesforce, JIRA, Confluence, PSA * Languages English; Any other ...

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Financialforce Psa information

What are the key skills and qualifications needed to thrive as a FinancialForce PSA Consultant, and why are they important?

To thrive as a FinancialForce PSA Consultant, you need expertise in professional services automation, business process analysis, and experience with cloud-based ERP systems, typically supported by a relevant bachelor’s degree. Familiarity with Salesforce, FinancialForce PSA modules, and certifications such as Salesforce Administrator or FinancialForce certifications are highly valued. Strong analytical thinking, communication, and problem-solving skills help consultants bridge technical solutions with client business needs. These skills ensure effective implementation, user adoption, and support of FinancialForce PSA solutions that drive organizational efficiency.

What are some common challenges faced when implementing FinancialForce PSA in an organization, and how can new team members contribute to overcoming them?

One common challenge in implementing FinancialForce PSA is ensuring seamless integration with existing Salesforce and financial systems, which often requires careful data migration and process alignment. New team members can contribute by thoroughly understanding client requirements, proactively identifying potential integration issues, and collaborating closely with stakeholders from IT, finance, and project management. Additionally, clear communication and documentation are vital to address customization requests and to support user adoption across departments. Being detail-oriented and adaptable helps new hires make a positive impact during the implementation process.

What is FinancialForce PSA?

FinancialForce PSA (Professional Services Automation) is a cloud-based software solution designed to help professional services organizations manage their projects, resources, time tracking, and billing processes. Built on the Salesforce platform, it provides real-time visibility into project status, financials, and resource allocation, enabling businesses to optimize project delivery and profitability. FinancialForce PSA integrates seamlessly with other Salesforce applications, allowing for streamlined workflows and enhanced collaboration across teams.

What is the difference between Financialforce Psa vs Financial Analyst?

AspectFinancialforce PsaFinancial Analyst
Primary RoleProject management and professional services automationFinancial data analysis and reporting
Required SkillsERP systems, project management, billingFinancial modeling, Excel, accounting principles
Work EnvironmentSoftware implementation, consulting firms, SaaS companiesFinance departments, corporate offices, investment firms
CertificationsNone specific, ERP knowledge preferredCPA, CFA, or related finance certifications

Financialforce Psa focuses on managing professional services projects within organizations, emphasizing project billing and resource management. In contrast, a Financial Analyst primarily analyzes financial data to support decision-making. While both roles require financial knowledge, the tools and daily tasks differ significantly, with Psa specialists working closely with project management software and analysts focusing on financial reporting and forecasting.

Infographic showing various Financialforce Psa job openings in the United States as of May 2026, with employment types broken down into 2% Locum Tenens, 3% As Needed, 14% Full Time, 52% Part Time, 11% Temporary, and 18% Contract. Highlights an 92% Physical, and 8% Remote job distribution.
Salesforce Architect

Salesforce Architect

Arganteal, Corp.

The Woodlands, TX • On-site

$61.75 - $76.25/hr

Contractor

Posted 17 hours ago


Job description

Job Title: Senior Salesforce Solution Architect 
Engagement Duration: 8 to 9 Weeks at 40 hours per week
Location: Remote but must be in the United States
Start Date:  June 8, 2026
End Date: The solution must be turned over to Customer no later than Aug 7, 2026 
Non-Negotiable Hard Requirements 
  1. You must have ten (10) years of provable Low Level Design, CPQ, Migration experience. 
  2. You must be certified Salesforce Architect level resource (this will be verified) 
 

Engagement Context

A FOCI-mitigated subsidiary is being stood up from a parent organization to comply with U.S. defense-industrial regulations.  A defense-relevant subset of the parent's Salesforce footprint must be migrated into a new Salesforce Government Cloud Plus (GC+) environment, with legacy Salesforce CPQ refactored into Revenue Cloud, by July 1, 2026 (firm). The contractor will own end-to-end delivery for an initial user base of approximately 20 internal users on a simplified, flat security model. This is not a portal build and not a customer-facing Experience Cloud engagement.
 

What You'll Own

You will perform all five delivery phases — Discovery, Design & Build, Migration & Validation, UAT & Cutover, and Closeout — as the single accountable architect.

  • Lead a Customer-approved discovery covering the parent org's objects, fields, metadata, automations, products, pricing, and CPQ logic; produce a defensible scope baseline and migration plan.
  • Stand up the target Salesforce GC+ environment (sandbox + production), including a flat security model using standard Profiles to the maximum extent practical, with two to three custom Permission Sets for Revenue Cloud, PSA, and other Customer-approved restricted access.
  • Refactor Customer-approved legacy CPQ data structures, logic, and supporting processes into Revenue Cloud, including Quote and Order document templates.
  • Migrate Customer-approved objects, fields, accounts, related records, product catalog, and Price Book Entries into the target org. Implementation is single-currency (USD), single-region (United States), Standard Price Book.
  • Identify, assess, migrate, and validate Customer-approved Apex, Flows, workflow rules, and validation rules. Automation migration is expected to be minimal.
  • Design and implement a custom data structure to store, manage, and associate license keys and license files with customer entitlements (the customer-facing portal that consumes these is a separate, third-party effort and is out of scope for this role).
  • Execute migration testing, reconciliation, and validation. Support Customer-led UAT (the Customer drives UAT; you remediate defects).
  • Plan and execute production cutover; provide week-one hypercare; deliver architecture documentation, configuration documentation, and admin handoff.
Mandatory Qualifications
  • Continental United States (CONUS) residency. All work performed within CONUS on compliant hardware.
  • Salesforce Government Cloud Plus hands-on experience. Direct experience with GC+ feature lag, AppExchange package gaps, and FedRAMP Moderate / GCC High data-plane constraints on tooling.
  • Revenue Cloud delivery experience — Product Selling Models, Pricing Procedures, Product Related Components, quote-to-order flow. Not legacy CPQ-only experience.
  • Legacy Salesforce CPQ working knowledge sufficient to refactor existing CPQ logic into Revenue Cloud. You must understand both sides of the line.
  • Salesforce data migration at production scale using compliance-acceptable tooling (sfdx / Salesforce CLI, direct REST/Bulk API approaches, Copado GovCloud or equivalent FedRAMP-Moderate-compliant deployment tools). Familiarity with what tools you cannot use in a GC+ data plane is as important as what you can.
  • Apex, Flow, and metadata management to a senior level.
  • End-to-end SOW delivery accountability as the lead architect on at least one prior engagement of comparable shape (multi-phase, fixed-deadline, single-architect-led).
  • Salesforce Certifications: Application Architect or System Architect required. Platform Developer II strongly preferred. Revenue Cloud Accredited Professional or equivalent demonstrable Revenue Cloud delivery experience required.
Strongly Preferred
  • M&A or divestiture-driven Salesforce migration experience (carve-outs, source-to-target object/data filtering against a parent org).
  • FOCI-mitigated subsidiary or NISPOM-adjacent program experience.
  • Familiarity with Salesforce PSA / FinancialForce / Certinia (referenced in the Permission Set scope).
  • Experience producing migration validation and reconciliation evidence acceptable to a defense-customer compliance reviewer.
Engagement Parameters
  • Engagement type: Fixed-scope SOW; estimated 320 hours total LOE across all five phases.
  • Duration: Approximately 9 weeks from kickoff to production cutover. Production readiness no later than July 1, 2026.
  • Allocation: Full-time across the engagement. 
  • Reporting: To the Arganteal engagement lead; primary client interface with the FOCI-mitigated Customer, with coordination touchpoints to the parent organization on source-system access and approvals.
  • Travel: None but you must be located within the United States.  
Hard Constraints (Non-Negotiable)
  • All personnel must be residing and performing work within the United States
  • All customer data, transactional data, migration extracts, staging data, and backups must remain within the United States and within Customer-approved environments at all times.
  • Migration tooling for live business data must operate within a FedRAMP Moderate or GCC High compliant data plane, or use Customer-approved temporary direct API access. No live customer or transactional data may be processed, transmitted, staged, or stored in a non-authorized environment.
  • SaaS-based metadata deployment tools are permitted for configuration migration (XML metadata, Apex, Flow definitions) provided they do not process or store live customer or transactional data.
How Success Is Measured
  • A production Salesforce GC+ environment containing the Customer-approved migrated data set, required product and pricing structures, approved security model, migrated and validated business functionality, and the operational capability to support assumed contracts and initiate new sales activities — operational on or before July 1, 2026.
  • Successful data reconciliation within agreed tolerance thresholds, validated security model, and Customer-signed acceptance of all eight contracted deliverables.

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