Salesforce/ Certinia System Administrator

POSITION SUMMARY

The Salesforce System Administrator serves as the primary owner of all internal Salesforce and Certinia environments. This role is responsible for day-to-day administration, system configuration, security governance, data integrity, and platform optimization across internal teams.

ESSENTIAL FUNCTIONS
• Administer and maintain internal Salesforce environments, including Sales Cloud, Service Cloud, and integrated Certinia applications.
• Configure and manage objects, fields, page layouts, record types, validation rules, and Lightning pages.
• Build and maintain Flows, automation, reports, and dashboards to support internal business processes.
• Own Salesforce and Certinia security administration, including Profiles, Roles, Permission Sets, and Permission Set Groups.
• Ensure access aligns with Ferrillis least-privilege security framework and Workforce Classification Model.
• Review and implement access changes for new users, role changes, and new functionality in a controlled and auditable manner.
• Manage data imports, updates, and exports using tools such as Data Loader.
• Monitor data quality and integrity across Salesforce and Certinia.
• Support internal audits, reporting needs, and data governance initiatives.
• Serve as the primary escalation point for internal Salesforce and Certinia issues.
• Partner with internal stakeholders to gather requirements and deliver system enhancements.
• Create and maintain system documentation, standards, and internal training materials.
• Identify opportunities to streamline workflows and improve system usability across departments.
• Coordinate with Finance, Sales Operations, Professional Services, HR, and IT on cross-functional initiatives.
• Evaluate AppExchange tools and system enhancements for internal use and scalability.

QUALIFICATIONS
• Bachelors degree or higher in accounting or related field.
• Salesforce Advance Administrator Certification (required).
• Salesforce Platform Developer I and II Certification strongly preferred.
• 3+ years of hands-on Salesforce administration experience in an internal enterprise environment.
• Strong experience with Salesforce Flows, reporting, dashboards, and data management tools.
• Demonstrated experience administering security models, roles, and permission structures.
• Experience administering Certinia (Financial Management, PSA, or related modules).
• Prior experience supporting finance, resource management, or professional services operations.
• Familiarity with governance models, change management, and audit-ready system administration.
• Experience in consulting, SaaS, or higher education environments.