Remote Salesforce Administrator, Business Analyst

Summary

Join our team at 3Cloud as a dynamic Salesforce Administrator/Business Analyst and take on the challenge of managing and supporting Salesforce and Certinia, while acting as a key liaison between stakeholders to ensure effective technology solutions.

Requirements

• Experience with additional Salesforce certifications (Advanced Administrator, Platform App Builder, etc.)
• Strong understanding of Salesforce integration with third-party tools and financial systems
• Excellent organizational, analytical, and problem-solving skills
• Strong communication and interpersonal skills, with the ability to engage with stakeholders at all levels
• Ability to work independently and prioritize multiple tasks in a fast-paced environment

Responsibilities

• Manage and maintain Salesforce instances, ensuring optimal performance, security, and data integrity
• Configure and customize Salesforce to meet business needs, including creating workflows, process builders, flows, and reports
• Implement and support third-party applications integrated with Salesforce
• Monitor system performance, troubleshoot issues, and implement improvements
• Stay updated on Salesforce best practices and new features through continuous learning and certifications
• Administer and optimize Certinia (formerly FinancialForce) to support financial and professional services processes
• Configure and manage key Certinia modules, such as PSA (Professional Services Automation) and FFA
• Collaborate with finance and operational teams to ensure seamless data flow between Salesforce and Certinia
• Gather and document business requirements from stakeholders and translate them into functional specifications
• Conduct gap analysis and propose system enhancements or process improvements
• Collaborate with cross-functional teams to implement and test system changes
• Facilitate communication between technical teams and business users to ensure alignment
• Train and support end-users, providing documentation and guidance on system usage

Preferred Qualifications

• Hands-on experience with Certinia (FinancialForce) or similar financial management systems
• Experience working in finance, professional services, or similar industries
• Familiarity with project management tools and methodologies (Agile, Scrum, etc.)