Business Systems Administrator

The Mission

We are seeking a talented Business Systems Administrator to join our growing Service Delivery team. The right candidate is someone who is an experienced administrator of Certinia PSA, FFA, and Salesforce CRM solutions, preferably in a fast-growing services business....Your mission will be to join our ongoing implementation of Certinia PSA/FFA, quickly get up to speed on our design and business processes, and help drive the remainder of the implementation and testing. Once live, your role will be to act as administrator of both PSA/FFA, as well as our existing Salesforce system. As Business System Administrator, you will manage day-to-day operations of user and security access and maintenance, new project/record setup and maintenance, training & support, and requests for new reports or functionality. This is an opportunity to join a newly created and fast-growing team within a dynamic organization with amazing culture!

Your Assignment

• System Configuration: Configure and maintain PSA software, ensuring it aligns with the organization's needs and processes.
• User Management:Create and manage user accounts, permissions, and access levels within the PSA system.
• Data Maintenance: Ensure data integrity by regularly reviewing and cleaning up records, such as projects, clients, and resources.
• Integration: Integrate the PSA system with other software tools used by the organization, such as Rippling, Expensify, and other platforms and tools.Workflow
• Automation: Develop and implement automated workflows and processes within the PSA system to improve efficiency and accuracy.
• Reporting: Generate and customize reports to provide insights into project performance, resource allocation, and financial data.
• Training and Support: Provide training to users on how to use the PSA system effectively and offer ongoing support and troubleshooting.
• Customization: Customize forms, templates, and fields in the PSA system to meet specific project and reporting requirements.
• Security: Ensure the security of sensitive data within the PSA system through access controls, encryption, and regular security audits.
• Upgrades and Maintenance:Stay current with PSA software updates, test them, and perform necessary system upgrades and maintenance.
• Documentation: Maintain documentation on system configurations, processes, and best practices for PSA system usage.
• Vendor Relations: Communicate with the PSA software vendor to report issues, request support, and stay informed about new features and updates.
• Continuous Improvement: Identify opportunities for improving processes and utilization of the PSA system to enhance the organization's operations.
• Proficiency in customizing Salesforce for sales teams, including setting up custom objects, fields, workflows, and process automation tailored to sales processes.
• Knowledge of Salesforce security model and user management to ensure data integrity and access controls specific to sales operations.
• Integration and API Skills: 
  • Understanding of integration concepts and the ability to integrate Salesforce with other systems used by the sales organization (e.g., accounting software, marketing automation tools).
  • Proficiency in working with APIs to facilitate data exchange between different software applications.
• Problem-Solving and Communication:
  • Strong problem-solving skills to troubleshoot issues and provide timely solutions for users of Salesforce and Certinia PSA.
  • Effective communication skills to collaborate with different teams and gather requirements for system enhancements.
• Desired Certifications and Experience(Optional):
  • Salesforce Certified Administrator or Salesforce Certified Platform App Builder a plus
  • Experience managing Salesforce for service organizations
  • Experience managing integrations with HubSpot

Your Qualifications

• Experienced in FinancialForce (Certinia) and Salesforce
• Experience with configuration and testing of new PSA and SF functionality
• Ability to work cross-functionally with various stakeholders including Sales, Finance, and Service Delivery
• Comfort dealing with ambiguity and excitement around building something new
• Experience and success with process reengineering 

Preferred Qualifications

• Bachelor's or Master's degree in business, Information Technology or related field 
• Experienced in using Google Sheets, slides, and Docs and leveraging these tools for reporting and executive communications
• Experience with Tableau or similar reporting toolsExperience working in a client-facing environment
• Experience working in consulting or professional services

• Medical Insurance for you and eligible dependents 
• 100% remote work
• 401k plan with company match up to 4% and immediate vesting
• Competitive phantom equity
• Company issued laptop
• Dental and Vision insurance
• Term Disability Insurance
• Term Life Insurance
• Flexible Spending Account
• Equipment & Office Stipend
• Annual stipend for Learning and Development
• Unlimited Paid Time Off, following a 90-day probationary period
• 10 Paid Holidays

The base salary range for this position is $60,000 - $80,000. If you are hired at Caylent, your base salary is determined on factors such as skills, experience, geographic location, and other market conditions. While it's not typical for offers to be made at the top of the range, please keep in mind that the base salary range is only one component of your overall compensation. Additionally, you are eligible for the benefits, bonuses, and incentives as listed above in the job description!

NOTE: We are unable to provide sponsorship for this position.

Caylent is a place where everyone belongs.  We celebrate diversity and are committed to creating an inclusive environment for all employees. Our approach helps us to build a winning team that represents a variety of backgrounds, perspectives, and abilities. So, regardless of how your diversity expresses itself, you can find a home here at Caylent.   

We are proud to be an equal opportunity employer. We prohibit discrimination and harassment of any kind based on race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, gender expression, age, veteran status, genetic information, disability, or other applicable legally protected characteristics. If you would like to request an accommodation due to a disability, please contact us at [email protected].