Senior Technical Lead

Title: SFDC Apex Sr. Technical Lead

Locations: Michigan, USA

REMOTE (Portsmouth, New Hampshire)

Job Description:

Job Title:PSA Analyst

No. of Positions:1

Hiring Mode:Contract -TP

Location: REMOTE (Portsmouth, New Hampshire)

Customer: Loftware, INC.

Job Description:

Responsibilities:

• Serve as the primary administrator for Certinia PSA within Salesforce for Professional Services organization.
• Administer and configure PSA objects (projects, resources, assignments, time entry, milestones, billing events, etc.) on the Salesforce platform and align with business needs.
• Analyze data within PSA to provide insights on resource utilization, project performance, and financial forecasting.
• Serve as the subject matter expert (SME) for PSA workflows, ensuring alignment with business operations and requirements.
• Collaborate with stakeholders across Professional Services, Finance, and IT to gather requirements and implement process improvements.
• Support integrations between PSA and other enterprise systems (e.g., ERP, HRIS, CRM).
• Implement and maintain process workflows, validation rules, page layouts, user guides and approval processes.
• Identify process gaps and propose solutions leveraging Salesforce and Certinia PSA features 
• Configures & create dashboards, reports, and KPIs to enable effective decision-making and performance tracking.
• Train users on PSA functionality, process changes, and new features/releases.
• Assist in system upgrades, testing, and user acceptance testing (UAT).
• Guides the PS teams on strategies, processes and insights to achieve the Forecast, Utilization and Billing targets. Also provide recommendations on PSA Enhancements. This is a proactive role, not reactive.
• Ability to multi-task multiple priorities and adjust to changing priorities with a low level of productivity impact.
• Develop and update policies and procedures to improve performance.
• Work closely with PS management to achieve outcomes based on company goals.

Required Qualifications:

• Bachelor’s degree in information systems, Business Administration, Finance, or related field (or equivalent experience).
• Minimum of 5 plus years of experience as a PSA Analyst, Business Systems Analyst or similar experience working in a large, cross functional organization.
• Hands-on experience with Certinia PSA (FinancialForce PSA)—project setup, resource management, billing, reporting and Salesforce administration.
• Experience with reporting & analytics (Salesforce Reports & Dashboard, CRM, BI, QLik).
• Excellent problem-solving and analytical skills.
• Excellent Business analytical skills with an ability to translate data into actionable insights. 
• Proficiency in financial modelling and forecasting.
• A strategic thinker with a detail-oriented approach and a strong focus on results. 
• Exceptional verbal and written communication skills.
• Excellent interpersonal skills, including mentoring, collaborating, conflict management, and negotiation. With the ability to work collaboratively across teams and different management levels.
• Must be able to work with minimal supervision.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency in Business Process Management and OPEX.
• Strong understanding of professional services operations (project accounting, time tracking, billing, resource planning).
• Experience in IT Service Delivery and or Supply Chain industries.

Employee Group

Business Line FT

Entity

CSW

Auto req ID

1611551BR

Pay Range Minimum

88000

Pay Range Maximum

134000

Skill (Primary)

SFDC(Apps)-Salesforce Development-Salesforce Apex

Skill Level 3 (Secondary Skill 1)

Domain Competencies (ERS)-Service Sector - CRM-Salesforce Next Gen Commerce Cloud(NGCC)

Skill Level 3 (Secondary Skill 2)

Domain Competencies (ERS)-Service Sector - CRM-Salesforce Commerce Cloud (SFCC)

Skill Level 3 (Secondary Skill 3)

Domain Competencies (ERS)-Service Sector - CRM-Salesforce Apex

Skill Level 3 (Secondary Skill 4)

Domain Competencies (ERS)-Service Sector - CRM-SFDC-Lightning Web Component

Skill Level 3 (Secondary Skill 5)

Domain Competencies (ERS)-Service Sector - CRM-Salesforce