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Salesforce Administrator

About the role

• Create and manage user records, permissions, and access levels
• Tailor Salesforce and Certinia for Sales and Service Delivery teams, including custom objects, fields, workflows, and process automation for end-to-end Professional Services processes
• Maintain platform data, including data queries and updates
• Stay current with Salesforce and Certinia major release updates, test features, and perform system upgrades and maintenance
• Provide guidance to business teams on Salesforce and Certinia release features and functionality
• Maintain documentation on system configurations, processes, and platform usage best practices
• Communicate with Salesforce and Certinia to report issues, request support, and stay informed about features and updates
• Identify process and platform utilization improvements to enhance organizational operations
• Evaluate and implement AppExchange and Certinia packages supporting business functions
• Partner with stakeholders to translate requirements into scalable and secure technical solutions
• Troubleshoot Salesforce and Certinia PSA issues and provide timely user solutions

• 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 optimize internal processes
• Experience working in a Consulting or Professional Services organization
• Team-first mindset with a collaborative approach to working across existing teams; able to build trust and alignment quickly.
• Strong business acumen and communication skills to interface with executive stakeholders.
• Ability to influence decision-making and promote adoption of scalable solutions.
• Self-starter with strong project management and organizational skills.
• Passion for continuous learning and keeping up with evolving Salesforce and Certinia ecosystems.
• Current legal authorization to work in Mexico; Caylent is not able to sponsor visa or work permit applications at this time.

• 100% remote work
• Medical Insurance for you and eligible dependents
• Generous holidays and flexible PTO
• Competitive phantom equity
• Paid for exams and certifications
• Peer bonus awards
• State of the art laptop and tools
• Equipment & Office Stipend
• Individual professional development plan
• Annual stipend for Learning and Development
• Work with an amazing worldwide team and in an incredible corporate culture