Senior Professional Services Operations Analyst

Loftware

. Serve as the primary administrator and subject matter expert for Certinia PSA and associated Salesforce Professional Services processes .

Posted 10/5/2026full-timeRemote • New Hampshire • United StatesSenior💰 $127,000 - $160,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates advanced knowledge of Certinia PSA Administration and Salesforce platform, with expertise in project financial management, billing processes, and operational governance. Capable of driving continuous improvement initiatives and providing operational analytics to enhance project performance and revenue realization.

Highest-signal resume keywords

Certinia PSA AdministrationSalesforce Platform ExpertiseProject Financial ManagementBilling ProcessesOperational Governance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Project AccountingResource ManagementCapacity PlanningUtilization ManagementData Quality ManagementReporting and AnalyticsProcess DocumentationOperational WorkflowsChange ManagementFinancial Hygiene

Soft Skills

Problem SolvingCollaborationCommunicationStakeholder EngagementContinuous Improvement

Industry Keywords

Professional Services OperationsRevenue RecognitionOperational Best PracticesAudit-Ready RecordsService Transformation

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

Serve as the primary administrator and subject matter expert for Certinia PSA and associated Salesforce Professional Services processes
Own system configuration, user support, process governance, and operational best practices across Professional Services
Maintain project templates, work breakdown structures, utilization models, milestone frameworks, billing configurations, and operational workflows
Support system enhancements, change requests, release management, testing, validation, and user adoption initiatives
Partner with IT and business stakeholders on process automation, workflow improvements, and system optimization
Own project financial hygiene across the PSA platform
Monitor and validate billable hours, time entry compliance, milestone completion, project status accuracy, revenue schedules, POP/POC exceptions, and billing readiness
Prepare and review weekly billing packages for Finance and maintain audit-ready project records
Investigate and resolve project financial discrepancies, billing exceptions, and operational issues impacting revenue realization
Establish and maintain data quality standards across PSA and Salesforce
Develop and maintain governance processes, controls, SOPs, process documentation, and audit-ready records
Serve as escalation point for PSA-related operational issues and cross-functional system concerns
Partner with Project Managers, Technical Consultants, Finance, Cloud Operations, Sales Operations, and IT
Support resource management, staffing workflows, infrastructure allocation, and project setup
Participate in service transformation, migration, and systems enhancement initiatives
Drive continuous improvement focused on scalability, efficiency, adoption, and operational excellence
Provide operational analytics, reporting, and business insights on utilization, capacity, project performance, revenue realization, and organizational effectiveness

Requirements

What you’ll need

Bachelor's degree in Business Administration or related field, or Information Technology or related field
2–5 years in Professional Services Operations, PSA systems, project financials, or a comparable operational role
Advanced knowledge of Certinia (FinancialForce) PSA Administration
Advanced knowledge of Salesforce platform and services-delivery objects
Advanced knowledge of Professional Services operations and delivery methodologies
Advanced knowledge of project accounting and project financial management
Advanced knowledge of billing and revenue recognition processes
Advanced knowledge of utilization and resource management
Advanced knowledge of capacity planning and forecasting
Advanced knowledge of operational governance and data quality management
Advanced knowledge of reporting, analytics, and business intelligence
Strong systems administration expertise
Deep understanding of how Professional Services organizations operate and generate revenue
Visa sponsorship is not available for this role

Benefits

Comp & perks

Comprehensive benefits package
Comprehensive training for all employees
Employee development opportunities
Inclusion, diversity, and belonging initiatives