Certinia Architect

We're supporting a Salesforce consulting partner that is kicking off a new project and looking for a Senior Certinia (FinancialForce) Architect. This role will lead the end-to-end architecture and delivery of Certinia ERP/PSA solutions built natively on the Salesforce platform, with a focus on scalable design, clean integrations, and strong financial and services process alignment.

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  Engagement: 6-month contract (expected extension)
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  Location: 100% Remote

Key Responsibilities

Solution & Architecture Leadership

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  Lead solution architecture across Certinia ERP/PSA (Financials, Projects, Billing, Revenue, Resource Management, Time & Expense).
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  Translate complex finance and professional services processes into scalable Salesforce-native designs.
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  Define target architecture, data models, integrations, and best-practice implementation standards.

Implementation & Configuration

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  Own configuration strategy for financials and PSA, including chart of accounts, project structures, billing rules, revenue schedules, approvals, and workflows.
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  Guide functional and technical teams through requirement interpretation, solution options, and design decisions.
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  Support backlog refinement, sprint planning, and delivery governance.

Integrations & Data

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  Architect integrations between Certinia, Salesforce core clouds, and external systems (HRIS, ERP, data warehouses, etc.).
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  Define data migration strategy for financial and PSA data, including mapping, cleansing, and validation.
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  Establish data governance and reporting frameworks across the engagement.

Stakeholder Management & Advisory

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  Facilitate workshops, design sessions, and solution walkthroughs with finance, operations, and IT stakeholders.
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  Provide clear solution recommendations and guide process alignment during implementation.
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  Collaborate closely with PMs and delivery leads to manage scope, risks, and timelines.

Quality & Best Practices

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  Establish and enforce Certinia/Salesforce best practices across configuration, customization, testing, and deployment.
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  Review solution components to ensure architectural consistency.
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  Mentor consultants and client-side resources throughout the project lifecycle.

Required Experience

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  8+ years ERP/PSA implementation experience, with 3-5+ years of hands-on Certinia (FinancialForce).
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  Experience as a Solution Architect or Lead Consultant on multiple full-lifecycle implementations.
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  Deep understanding of:
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    General Ledger, AP/AR, Billing, Revenue Recognition
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    Project Management, Resource Planning, Time & Expense, Utilization
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  Strong Salesforce background (Sales/Service Cloud, declarative config, data model, security).
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  Experience designing integrations (APIs, middleware such as MuleSoft/Boomi).
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  Strong client-facing communication and workshop leadership skills.

Nice-to-Have

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  Additional Certinia modules (e.g., Customer Success Cloud).
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  Industry experience in SaaS, professional services, consulting, or technology.
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  Experience with adjacent Salesforce products (CPQ, Billing, RevRec, Analytics, Data Cloud).