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.
Engagement: 6-month contract (expected extension)
Location: 100% Remote
Key Responsibilities
Solution & Architecture Leadership
Lead solution architecture across Certinia ERP/PSA (Financials, Projects, Billing, Revenue, Resource Management, Time & Expense).
Translate complex finance and professional services processes into scalable Salesforce-native designs.
Define target architecture, data models, integrations, and best-practice implementation standards.
Implementation & Configuration
Own configuration strategy for financials and PSA, including chart of accounts, project structures, billing rules, revenue schedules, approvals, and workflows.
Guide functional and technical teams through requirement interpretation, solution options, and design decisions.
Support backlog refinement, sprint planning, and delivery governance.
Integrations & Data
Architect integrations between Certinia, Salesforce core clouds, and external systems (HRIS, ERP, data warehouses, etc.).
Define data migration strategy for financial and PSA data, including mapping, cleansing, and validation.
Establish data governance and reporting frameworks across the engagement.
Stakeholder Management & Advisory
Facilitate workshops, design sessions, and solution walkthroughs with finance, operations, and IT stakeholders.
Provide clear solution recommendations and guide process alignment during implementation.
Collaborate closely with PMs and delivery leads to manage scope, risks, and timelines.
Quality & Best Practices
Establish and enforce Certinia/Salesforce best practices across configuration, customization, testing, and deployment.
Review solution components to ensure architectural consistency.
Mentor consultants and client-side resources throughout the project lifecycle.
Required Experience
8+ years ERP/PSA implementation experience, with 3-5+ years of hands-on Certinia (FinancialForce).
Experience as a Solution Architect or Lead Consultant on multiple full-lifecycle implementations.
Deep understanding of:
General Ledger, AP/AR, Billing, Revenue Recognition
Project Management, Resource Planning, Time & Expense, Utilization
Strong Salesforce background (Sales/Service Cloud, declarative config, data model, security).
Experience designing integrations (APIs, middleware such as MuleSoft/Boomi).
Strong client-facing communication and workshop leadership skills.
Nice-to-Have
Additional Certinia modules (e.g., Customer Success Cloud).
Industry experience in SaaS, professional services, consulting, or technology.
Experience with adjacent Salesforce products (CPQ, Billing, RevRec, Analytics, Data Cloud).