Salesforce/Certinia Administrator

Caylent is an AI-first cloud services company that helps organizations turn ambitious ideas into meaningful business impact. As an AWS Premier Tier Services Partner and a charter member of Anthropic’s Claude Partner Network, we combine deep expertise in AWS, artificial intelligence, and Anthropic’s Claude platform to help customers modernize their technology, build intelligent products, and move AI from experimentation into production.

Our capabilities span generative and agentic AI, cloud migration and modernization, cloud-native application development, data and analytics, DevOps, managed services, security and compliance, and customer experience transformation. At Caylent, our people always come first.

We are a fully remote global company with employees in Canada, the United States and Latin America. We celebrate the culture of each of our team members and foster a community of technological curiosity. Come talk to us to learn more about what it means to be a Caylien!

The Mission

We are seeking an experienced Salesforce & Certinia System Administrator to support the strategic design, implementation, and optimization of our internal Salesforce and Certinia environments.

Your Assignment

This role will be instrumental in ensuring the scalability, stability, and alignment of our CRM, PSA and ERP systems with business objectives. You will serve as a key support administrator for both platforms and collaborate cross-functionally to develop solutions that enhance productivity, data integrity, and business performance.

Key Responsibilities:

User Management: Create and manage user records, permissions, and access levels

Proficiency in tailoring Salesforce and Certinia for Sales and Service Delivery teams, including creating custom objects, fields, workflows, and process automation tailored to end to end Professional Services processes.

Data Maintenance: Experience with platform data maintenance including, data queries and updates

Upgrades and Maintenance: Stay current with Salesforce and Certinia major release updates, test features, and perform necessary system upgrades and maintenance.

Training and Support: Provide guidance to relevant Business teams on Salesforce and Certinia new major release features and functionality

Documentation: Maintain documentation on system configurations, processes, and best practices for platform usage.

Vendor Relations: Communicate with Salesforce and Certinia to report issues, request support, and stay informed about new features and updates.

Continuous Improvement: Identify opportunities for improving processes and utilization of the Salesforce/Certinia platform to enhance the organization's operations.

Evaluate and implement AppExchange and Certinia packages that support business functions

Problem-Solving and Communication:

Partner with business stakeholders to translate requirements into scalable and secure technical solutions.

Strong problem-solving skills to troubleshoot issues and provide timely solutions for users of Salesforce and Certinia PSA.

Qualifications:

3+ years of direct experience with Salesforce Sales Cloud, Certinia, including PSA, Accounting, and Revenue Management modules, as well as Analytics Studio and Financial Report Builder.

Experience integrating Salesforce and Certinia processes with Slack is a plus

Salesforce Certified Administrator or Salesforce Certified Platform App Builder

Experience with configuration and testing of new PSA and Salesforce functionality

Ability to work cross-functionally with various stakeholders including Service Delivery, Sales, Finance, IT and Operations

Comfort dealing with ambiguity and excitement around building something new

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 using AI tools to opti