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About the Role

Serve as a trusted advisor to clients and internal stakeholders, helping organizations improve how they manage professional services delivery, resource planning, project financials, forecasting, and operational reporting through Certinia Professional Services Automation (PSA) and Salesforce. This role combines hands-on solution delivery with strategic consulting, leading customer engagements from discovery through deployment.

Responsibilities

Lead end-to-end Certinia PSA implementation, enhancement, and optimisation projects, ensuring solutions align with client goals, delivery best practices, and long-term scalability.
Manage customer engagements from discovery and requirements gathering through solution design, configuration, testing, deployment, adoption, and post-go-live support.
Facilitate workshops, stakeholder interviews, process reviews, and design sessions to understand business needs across resource management, project delivery, time and expense, billing, forecasting, and revenue recognition.
Translate business requirements into functional and technical solution designs, including process flows, data models, configuration decisions, integration considerations, reporting needs, and documentation.
Design scalable service operations solutions using Certinia PSA and Salesforce, leveraging standard platform capabilities wherever possible and identifying when customisation or integration is required.
Partner with technical teams to support integrations between Certinia PSA, Salesforce, ERP, finance, billing, data warehouse, and reporting platforms.
Own project budgets, profitability, schedules, risks, issues, quality standards, and delivery governance while maintaining strong client relationships.
Lead and mentor teams of consultants, analysts, and technical resources, providing guidance on solution design, delivery methodology, stakeholder communication, and Certinia PSA best practices.
Support testing activities, including test strategy, user acceptance testing, defect triage, deployment readiness, and cutover planning.
Develop and maintain clear project deliverables such as requirements documentation, solution design materials, configuration workbooks, decision logs, training materials, and knowledge transfer assets.
Support pre-sales activities by contributing subject matter expertise, solution recommendations, scoping input, proposal content, estimates, and client demonstrations.
Identify opportunities to expand client value through process improvement, platform optimisation, reporting enhancements, automation, and ongoing advisory services.

Requirements

Significant experience delivering Certinia PSA, Salesforce Professional Services, or related enterprise service operations solutions in a consulting, implementation, or internal transformation environment.
Strong understanding of professional services business processes, including resource planning, project management, time and expense, utilisation, forecasting, backlog, billing, revenue recognition, and project profitability.
Experience in a Solution Architect, Delivery Manager, Lead Consultant, Senior Consultant, or similar client-facing role with responsibility for solution design and delivery outcomes.
Hands-on knowledge of Salesforce configuration, automation, security, data model design, reporting, dashboards, and platform governance.
Ability to gather complex requirements, facilitate executive and operational stakeholder discussions, and convert business needs into practical, scalable system solutions.
Experience working with Agile, hybrid, or phased delivery methodologies, including sprint planning, backlog management, design reviews, testing, deployment, and adoption planning.
Strong consulting presence, communication skills, analytical thinking, documentation discipline, problem-solving ability, and confidence working with both business and technical audiences.

Skills

Certinia PSA
Salesforce Professional Services
Salesforce configuration
Salesforce automation
Salesforce security
Salesforce data model design
Salesforce reporting
Salesforce dashboards
Salesforce platform governance
Agile methodologies
Hybrid methodologies
Phased delivery methodologies
ERP integration
Billing system integration
CPQ integration
Data warehouse integration
Finance system integration
Enterprise reporting system integration
Certinia modules
Services CPQ
PSA Analytics
Customer Success
Accounting
Revenue Management
Change management
User enablement
Training
Adoption strategies
Operating model advisory
Governance advisory
Reporting advisory
Platform roadmap advisory

Location

Work Type

Full-time

Experience Level

Senior
Lead

Education Level

Salesforce Administrator certification preferred
Salesforce Platform App Builder certification beneficial
Salesforce Application Architect certification beneficial
Salesforce System Architect certification beneficial
Certinia PSA certifications highly desirable
PSA System Administrator certification highly desirable
PSA Implementation Consultant certification highly desirable

About the Company

Spaulding Ridge is an advisory and IT implementation firm that helps global organizations gain financial clarity into complex sales and operational decisions impacting profitable revenue generation, efficient operational performance, and reliable financial management.
Core values include strong relationships with clients, business partners, the team, and the global community.
Employees dedicate their time to helping clients transform their business from strategy through implementation and business transformation.

Equal Opportunity

The company is committed to offering Equal Employment Opportunity and to providing reasonable accommodation to applicants with physical and/or mental disabilities.
Qualified applicants will receive consideration for employment without regard to their age, race, religion, national origin, gender, sexual orientation, gender identity, protected veteran status or disability.