Systems Admin, Certinia

The Systems Administrator drives continuous improvement of platforms supporting Professional Services and Client Success. This role designs and builds scalable solutions according to best practices, manages the Salesforce Service Cloud and PSA roadmap, and ensures data integrity through effective administration and governance of these systems.

Responsibilities

• Owns system build and configuration changes in Salesforce Service Cloud and Certinia (FKA FinancialForce) PSA, including (but not limited to): Flows, fields, page layouts, record types, custom settings, dashboards, reports, and more
• Serves as a subject-matter expert on Certinia (FKA FinancialForce) PSA and Service Cloud
• Owns and executes the project creation process in Certinia PSA
• Owns and executes data maintenance activities within Certinia PSA and other systems to ensure accuracy and compliance with organizational standards
• Manages all aspects of user and license management, including new user setup/deactivation, roles, profiles, permissions, installed package licenses, public groups, and more across systems utilized by Professional Services and Client Success teams
• Performs database maintenance tasks, including diagnostic tests and duplicate entry cleansing
• Evaluates and installs new releases, as well as providing training and support
• Improves existing Salesforce Service Cloud and Certinia PSA instances and oversees ongoing performance, maintenance, customization, and improvements of the Salesforce environment
• Configures and administers complex Salesforce environments and ensures smooth integration with other systems
• Documents processes, including error reports and changes to field history tables.
• Identifies and gathers requirements from users and stakeholders and translates them into custom workable solutions within the tool
• Effectively communicates, prioritizes, and manages all aspects of a project that impacts service team systems
• Partners with stakeholders at all levels, with the ability to translate technical information, clearly explaining design options and their potential impact
• Stays current on all system releases and works with the appropriate developer(s) to ensure system maintenance is up to date, and best practices are being properly followed
• Monitors user adoption and identifies new ways to engage end users and support end-user continued education
• Partners with the Enablement team to develop training and create supporting training materials
• Stays up to date on Salesforce Sales Cloud, Service Cloud, Certinia PSA, and other relevant tools and integrations, and assists in implementing and documenting necessary process improvements
  
  

Qualifications

• Bachelor’s Degree in Computer Science or a business-related field
• Salesforce certified Administrator
• Experience in performing system upgrades (i.e., Salesforce & Certinia PSA) and ensuring successful integration
• Knowledge of Salesforce products and their functionalities
• Proficiency in creating and managing user profiles, allocating roles, and managing access
• Knowledge of importing data and generating reports
• Ability to provide Salesforce training and end-user support
• Base understanding of CPQ and Quote-to-Cash processes
• Base understanding of Service Cloud
• Certinia PSA certifications (highly preferred)
• Deep understanding of the Salesforce ecosystem, including data model, platform capabilities, and integrations
• Experience partnering with a Services organization to support delivery, enablement, and process optimization
• Experience designing, implementing, and supporting large-scale, complex Salesforce PSA Service Cloud solutions in a production environment
• Familiarity with PSA capabilities, including Project Management, Resource Management, Time & Expense, Billing, and Revenue Recognition
• Familiarity with Service Cloud capabilities includes case management and customer success management
  
  

Benefits

• Medical and Dental coverage available for employees, dependents, domestic partners, and spouses
• Paid Time Off – Flexible options plus 10 paid company holidays where available**
• All full-time positions are hybrid, with many eligible to be completely remote
• Fully Paid by Origami Risk – Vision insurance, Short & Long-Term Disability Insurance, and Basic Life Insurance
• Generous family leave options—including adoption and foster care placements
• Pre-Tax Savings Accounts – Flexible Spending Account, Health Savings Account, Commuter Benefits, Dependent Care Savings Account
• Retirement Savings – 401(k) with company match up to 4%
• Employee Assistance Program (EAP) – Confidential & Free support offered to colleagues facing personal or work-related complications
• Education Assistance Program – to help colleagues pursue industry/role-specific certifications
• Wellness Benefits – reimbursement program to invest in healthy habits as well as support better colleague productivity and stress management
• Additional coverages available – Pet Insurance, Critical Illness Insurance, and Voluntary Life & AD&D coverage
• Flexible PTO not available in California or the UK
  
  

Who We Are

Origami Risk delivers single-platform SaaS solutions that help organizations best navigate the complexities of risk, insurance, compliance, and safety management.

Founded by industry veterans who recognized the need for risk management technology that was more configurable, intuitive, and scalable, Origami continues to add to its innovative product offerings for managing both insurable and uninsurable risk; facilitating compliance; improving safety; and helping insurers, MGAs, TPAs, and brokers provide enhanced services that drive results.

A singular focus on client success underlies Origami’s approach to developing, implementing, and supporting our award-winning software solutions.

Origami Risk is proud to be an equal opportunity employer. We thrive and benefit from diversity and are committed to creating an inclusive and equitable environment for all employees. We do not discriminate against any individual based upon race, religion, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, color, sex, national origin, age, marital status, military or veteran status, disability, or any other characteristic protected by applicable law.

Caution : Be alert to recruiting scams. We have received reports of individuals impersonating Origami Risk recruiters to deceive candidates into disclosing personal information. These impostors use fake Origami Risk domain names and email addresses. Please double-check that any email address from an Origami Risk recruiter ends with origamirisk.com or talent.icims.com . And to confirm the legitimacy of any recruiting communication, feel free to email transparencycheck@origamirisk.com .