Certinia ERP Consultant

Position Title: Certinia Consultant

Objective

To sell, scope, and deliver Certinia (formerly FinancialForce) Accounting solutions and integration projects for clients across a range of industries.

Key Responsibilities

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  Act as a financial subject matter expert during client engagements.
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  Lead pre-sales scoping workshops and support the sales process through to closure.
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  Manage sales and contract negotiations in collaboration with internal teams.
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  Deliver full lifecycle implementation projects for Certinia and Salesforce.com, including:
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    Business process analysis and requirements gathering
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    Solution design, configuration, and validation
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    Project management and data migration
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    Development and delivery of training courses
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  Provide post-implementation support and maintain ongoing client relationships.

Skills, Knowledge & Experience

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  Hands-on experience with Certinia Accounting or other Salesforce-based accounting solutions.
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  Professional background in accounting and Salesforce consulting.
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  Strong knowledge of implementation and customisation of mid-market accounting systems.
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  Proven ability to present and negotiate effectively at C-suite level.
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  Demonstrated solution-selling expertise.
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  Comprehensive understanding of the capabilities and limitations of accounting software.

Behaviours & Attributes

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  Analytical, methodical, and creative problem-solver.
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  High attention to detail and accuracy.
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  Able to work independently and remotely, while collaborating toward shared goals.
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  Self-motivated with strong multitasking and prioritisation skills.
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  Customer-focused yet commercially aware.

Qualifications

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  Degree-level education or equivalent experience.
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  Preferred: Part-qualified accountant (e.g., ACCA, CIMA).