Administer, configure, and optimise Salesforce and Certinia (FinancialForce) applications. Provide user support and training, manage data integrity and large-scale data operations, enforce security and compliance, support integrations and CI/CD deployments, perform system health checks, assist with releases and UAT, and produce documentation, reports, and dashboards while collaborating with cross-functional teams to improve processes and user experience.
As a Salesforce Administrator within our Enterprise IT Applications team, you will play a critical role in maintaining, optimising, and extending our Salesforce platform and integrated Certinia (FinancialForce) applications. You will ensure the platform runs smoothly, securely, and supports scalable business operations across our global organisation. This hands‑on role requires strong technical capability, attention to detail, and a proactive, user‑centred mindset. You will support teams across the business by resolving user issues, ensuring data integrity, and enhancing system capabilities aligned with business needs.
Responsibilities
System Administration
- Administer, configure, and maintain Salesforce (Sales Cloud, CPQ) and Certinia applications.
- Manage Certinia objects, permissions, PSA workflows, and financial processes within the platform.
- Ensure system stability, performance, and adherence to architectural standards.
User Support & Training
- Provide high‑quality support for Salesforce and Certinia users, addressing functional and technical issues.
- Deliver training, guidance, and documentation to empower users and promote adoption.
Data Management & Integrity
- Perform regular data audits and cleansing.
- Utilise tools such as Data Loader and Certinia data utilities to manage large‑scale data operations.
- Ensure data consistency across Salesforce and Certinia applications.
Certinia (FinancialForce) Administration
- Support and configure Certinia modules such as PSA, Billing, Revenue Management, and ERP.
- Assist business teams with financial processes supported by Certinia, including project management, revenue recognition, invoicing, and time & expense.
- Support integrations between Certinia and Salesforce core objects.
Security & Compliance
- Maintain and enforce Salesforce and Certinia security best practices.
- Manage roles, profiles, permission sets, and data access models.
- Ensure compliance with internal governance, audit requirements, and regulatory standards.
Performance Optimisation
- Conduct regular system health checks and platform audits.
- Support performance monitoring and contribute to optimisation initiatives.
Change Management & Release Delivery
- Assist with change requests, functional refinement, UAT, and release cycles.
- Support CI/CD and deployment pipelines using tools such as Gearset.
Documentation & Reporting
- Create and maintain system documentation, configuration guides, and training materials.
- Prepare reports and dashboards to support business insight and operational excellence.
Collaboration & Stakeholder Management
- Work closely with cross‑functional teams including Finance, Professional Services, Sales, Operations, and IT.
- Support ongoing enhancement programmes and contribute to continuous improvement.
Innovation & Continuous Improvement
- Keep abreast of the latest Salesforce and Certinia product updates.
- Recommend improvements to processes, user experience, and technical architecture.
Skills, Knowledge & Expertise
Must Have Skills & Experience
- Proven experience administering and configuring Salesforce.
- Hands‑on experience with Certinia (FinancialForce) modules such as PSA, Billing, or Revenue Management.
- Strong understanding of Salesforce data models, security, automation (Flows), and best practices.
- Experience with Salesforce data management tools (Data Loader, Import Wizard).
- Familiarity with Git‑based version control and CI/CD tools (Gearset, Copado, Jenkins).
- Excellent communication and stakeholder‑engagement skills.
- Strong analytical and problem‑solving mindset.
- Ability to manage change requests and support system upgrades.
- Adaptability in a fast‑moving business environment.
Nice-to-Have / Preferred
- Experience with Marketing Cloud, Pardot, CPQ, MuleSoft, or ERP integration.
- Knowledge of Agile/Scrum methodologies and tools (Jira, Confluence, Lucidchart).
- Experience with sandbox management and release‑management best practices.
- Understanding of financial or professional services processes.
About
Forterro is a federation of ERP software and services companies serving small to mid market companies around the globe, with offices in UK, Germany, Sweden, Switzerland, France, Poland, Bulgaria, India, Morocco and USA. At Forterro, we invest in and help to fortify both local and niche ERP software businesses.Our product line businesses are local, not localized and vertical, not verticalized.
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