Strategic Certinia PSA & Salesforce Systems Analyst

Elastic; United States; On-site; USD 94,000 - 149,000; Full time

Benefits offered by this job

Stock program

401k with company match

Flexible locations and schedules

Generous vacation days

Donations matching

Job summary

Elastic, the Search AI Company, seeks a Senior Business Systems Analyst to bridge IT and the business, specializing in Certinia PSA and Salesforce PS A architectures. You will translate needs into scalable requirements, design workflows, and lead end-to-end testing across PSA projects.

You will partner with Services and Education groups to optimize PSA configurations, maintain documentation, and craft roadmaps that balance current priorities with future scalability.

Qualifications

• 5+ years experience in Business Systems Analysis & design on the Salesforce platform.
• 3+ years hands-on experience with Certinia (FKA FinancialForce) PSA.
• Experience partnering with a Services organization to support delivery, enablement, and process optimization.
• Experience designing, implementing, and supporting large-scale, complex Salesforce + PSA solutions in a production environment.
• Hands-on expertise with PSA capabilities including Project Management, Resource Management, Time & Expense, Billing, and Revenue Recognition.
• Familiarity with CPQ and Quote-to-Cash processes, particularly how quoting and order data integrate into PSA project structures; ability to partner with CPQ stakeholders to support upstream workflows.
• Experience developing business processes and requirements for integrations with boundary systems (e.g., ERP such as NetSuite).
• Broad and deep understanding of the Salesforce ecosystem, including data model, platform capabilities, and integrations.
• Strong understanding of QA and UAT processes; able to define acceptance criteria, support functional validation, and partner with QA and business users to ensure successful testing outcomes.

Responsibilities

• Serve as a subject-matter expert on Certinia (FKA FinancialForce) PSA, with strong functional knowledge across core features and related integrations.
• Build and nurture strong relationships with key business stakeholders to establish a solid, trusted foundation for ongoing partnership and collaboration
• Translate complex business needs into clear functional requirements; own requirements gathering, feature design, documentation, and end-user testing across enhancement requests and projects.
• Apply a design-led mindset to partner with Services & Education Strategic Operations teams to optimize PSA; define enhancements and support ongoing maintenance.
• Maintain a holistic view of business processes, users, and data flows to anticipate functional impacts of configuration updates, workflow changes, and reporting requirements.
• Communicate complex system concepts in simple, approachable language through written materials, verbal communication, and visual presentations.
• Develop and maintain system documentation, including configuration, data mapping, functional designs, test cases, and enablement materials.
• Validate software quality by executing functional testing; collaborate with technical teams to identify and resolve defects and ensure solution aligns with business requirements.
• Prepare clear documentation and presentations outlining current-state and future-state PSA processes and architecture.
• Proactively identify opportunities to streamline processes, improve user experience, and deliver scalable automation; recommend solutions aligned with business goals and company strategy.
• Contribute to cross-functional initiatives and IT projects; coordinate with BSAs and partners to ensure alignment, knowledge sharing, and coordinated delivery across domains.

Skills

Salesforce PSA

Certinia PSA

Business systems analysis

CPQ/Quote-to-Cash

Integrations

QA/UAT

Project management

Documentation

Job description

Elastic, the Search AI Company, seeks a Senior Business Systems Analyst to bridge IT and the business, specializing in Certinia PSA and Salesforce PS A architectures. You will translate needs into scalable requirements, design workflows, and lead end-to-end testing across PSA projects.

You will partner with Services and Education groups to optimize PSA configurations, maintain documentation, and craft roadmaps that balance current priorities with future scalability.