Salesforce/Certinia Administrator

Caylent; United States; A distancia; MXN 1.662.000 - 2.400.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

100% remote work

Medical Insurance for you and eligible

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

Annual stipend for Learning and Dev

Descripción de la vacante

Caylent is seeking an experienced Salesforce & Certinia System Administrator to design, implement, and optimize internal Salesforce and Certinia environments. You will ensure CRM, PSA and ERP alignment with business objectives and collaborate across teams to deliver scalable solutions that improve productivity and data integrity.

Join a fully remote global team and help advance professional services processes while continuously upgrading platform capabilities and adopting new features.

Formación

• Experience with Salesforce Sales Cloud and Certinia PSA including PSA, Accounting, and Revenue Management modules.
• Experience integrating Salesforce/Certinia with Slack is a plus.
• Salesforce Certified Administrator or Salesforce Certified Platform App Builder certification preferred.
• Experience configuring and testing new PSA and Salesforce functionality.
• Ability to collaborate with Service Delivery, Sales, Finance, IT and Operations.

Responsabilidades

• User Management: Create and manage user records, permissions, and access levels.
• Tailor Salesforce and Certinia for Sales and Service Delivery teams with custom objects, fields, workflows, and automation for end-to-end processes.
• Data maintenance with queries and updates.
• Stay current with major releases and perform upgrades and maintenance.
• Provide guidance on new features and functionality to business teams.
• Maintain documentation on system configurations, processes, and best practices.
• Communicate with Salesforce and Certinia to report issues and stay informed about updates.
• Identify opportunities to improve processes and platform utilization.
• Evaluate AppExchange and Certinia packages to support business functions.
• Partner with stakeholders to translate requirements into scalable, secure technical solutions.

Conocimientos

Salesforce Sales Cloud

Certinia PSA

Analytics

Financial Reporting

Cross-functional collaboration

Educación

Bachelor's or Master's degree in Business, Information Technology or related field

Herramientas

Salesforce

Certinia PSA

Analytics Studio

Financial Report Builder

Slack integration

Descripción del empleo

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 optimize internal processes
• Experience working in a Consulting or Professional Services organization

Required Attributes

• 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.

Benefits

• 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

NOTE: This position requires current legal authorization to work in the country where this position is located. Caylent is not able to sponsor visa or work permit applications at this time.

At Caylent, we are committed to fair, transparent, and inclusive hiring practices. As part of our recruitment process, we may use artificial intelligence (AI) tools or automated systems to assist with the screening and evaluation of applications to help match candidate qualifications with job requirements.

These tools are designed to support — not replace — human decision-making. Final hiring decisions are always made by our trained recruitment professionals.

If an AI or automated tool is used during your application process, it will only be in accordance with applicable laws and regulations, and your information will be handled in a secure and confidential manner.

If you have any questions, please contact [e-mail]

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 [e-mail].