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Presidio

IT Administrator

Presidio

. Manage user access, roles, profiles, and permissions while ensuring platform stability and security .

Posted 10/2/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Salesforce and Certinia platform administration, focusing on user access management, data integrity, and workflow optimization. Proficient in creating reports and dashboards to support data-driven decision-making in finance and accounting contexts.

Highest-signal resume keywords
Salesforce AdministrationCertinia ERPReport CreationWorkflow OptimizationData Integrity Management

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
User Access ManagementPage Layout ConfigurationWorkflow ConfigurationApproval Process ConfigurationData Import/ExportRoutine AuditsDashboard BuildingAnalyticsProject AccountingRevenue Management
Soft Skills
Analytical SkillsProblem-Solving SkillsCommunication SkillsCollaboration AbilitiesPriority Management
Tools & Technologies
SalesforceCertinia PSACertinia ERPFinancialForce
Certifications & Qualifications
Salesforce Certified AdministratorCertinia PSA CertificationCertinia ERP Certification
Industry Keywords
FinanceAccountingProfessional ServicesData-Driven Decision-Making

Tech Stack

Tools & technologies
ERP

About the role

Key responsibilities & impact
  • Manage user access, roles, profiles, and permissions while ensuring platform stability and security
  • Support and maintain Certinia PSA, ERP, Accounting, and Revenue Management modules
  • Configure page layouts, workflows, and approval processes
  • Maintain data integrity, perform imports/exports, and conduct routine audits
  • Gather stakeholder requirements, design scalable solutions, and optimize workflows for project, financial, and operational needs
  • Build and maintain dashboards, reports, and analytics for data-driven decision-making
  • Monitor Salesforce and Certinia updates, recommend improvements, and coordinate customizations and integrations
  • Provide user support, develop documentation, and deliver training

Requirements

What you’ll need
  • Bachelor’s degree in information systems, Computer Science, Business, Finance, or a related field (preferred)
  • 3+ years of experience as a Salesforce or Certinia (FinancialForce) Administrator
  • Exposure to finance, accounting, or professional services industries is a plus
  • Strong knowledge of Salesforce platform administration
  • Experience with Certinia ERP and/or PSA modules
  • Proficiency in creating reports, dashboards, workflows, and approval processes
  • Experience with project accounting, billing, or revenue management systems
  • Strong analytical and problem-solving skills
  • Excellent communication and collaboration abilities
  • Ability to manage competing priorities in a fast-paced environment
  • Salesforce Certified Administrator (desired)
  • Certinia PSA or ERP certification (preferred)

Benefits

Comp & perks
  • Remote work arrangement
  • Associated travel limited to 5%
  • Equal opportunity employment
  • Reasonable accommodations for individuals with disabilities