PSA Analyst (Salesforce & Certinia Psa)

A career at Loftware is more than just a job - it's an opportunity to help shape the supply chain of the future.

Role Description:

We are seeking a detail-oriented and tech-savvy PSA Analyst with experience in Salesforce and Certinia (formerly FinancialForce) PSA to support, optimize and enhance our professional services Automation platform. The PSA Analyst will act as a liaison between business stakeholders and technical teams to ensure that our professional services operations-including project management, resource management, time tracking, billing, forecasting and reporting-are running efficiently. This role involves configuration, data analysis, troubleshooting, process improvement, generating actionable insights and ongoing support of PSA applications. The ideal candidate has hands-on experience managing PSA tools within the Salesforce ecosystem and can translate operational requirements into scalable solutions.

The PSA Analyst is a position that requires proactive leadership to determine areas of improvement, areas of concern and then proactively propose solutions to resolve those areas.

Location: Portsmouth, New Hampshire (Hybrid), or Remote (U.S.-based candidates working EST hours)

Please note: Visa sponsorship is not available for this role.

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.

Preferred:

• Salesforce Administrator Certification (ADM-201 or higher).
• Certinia PSA certification or equivalent hands-on experience.
• Project Management certification (PMP, Agile or Prince 2).

Soft Skills:

• A natural tenacious and confident mindset with proven experience of influencing across all levels towards information led decisions.
• Analytical, planning, and organizational skills.
• Resilient, empowering, persistent, and inductive reasoning.
• Curious and investigative mindset to delve into the Business operations accompanied with critical thinking to review, recommend and or make information led decisions.
• Pragmatic problem-solver, with a strategic and practical approach to business planning.
• Flexible and adaptable approach to pivot when priorities change.
• Able to facilitate large group interactions to drive positive outcomes.
• Communication and coalition building skills with an ability to balance, negotiate and work with a variety of internal and external stakeholders to build strategic partnerships.
• Maintain high standards of honesty and integrity.
• Proven negotiation and mediation skills.

Why Join Us?

• Working for the undisputed global leader in a business-critical industry offers unparalleled possibilities.
• Our team is made up of the most talented, curious, and inspiring people in their fields, each bringing something unique to the table.
• We use the power of the global team.
• We set you up for success. We offer comprehensive training to all employees and place an emphasis on employee development.

We win with inclusion

At Loftware, inclusion, diversity, and belonging are paramount to our success and our culture. We are an equal opportunities employer. This means we are committed to recruiting qualified applicants regardless of race, color, religion, age, sex, gender, national origin, disability, or protected veteran status. We believe we are made stronger by the unique capabilities and qualities that each person brings to our company, and we invest in our employees to inspire confidence and help everyone realize their full potential.

About us

We make the Supply Chain work

At Loftware, our end-to-end cloud-based labeling platform helps businesses of all sizes manage labeling across their operations and supply chain and our solutions are used to print over 51 billion labels every year. With over 500 industry experts and 1,000 global partners, Loftware maintains a global presence with offices in the US, UK, Germany, Slovenia, China, and Singapore making us a trusted partner for companies in automotive, chemicals, clinical trials, consumer products, electronics, food & beverage, manufacturing, medical device, pharmaceuticals, retail/apparel, and more.

More about us: https://www.loftware.com/about-us/company

#Makeyourmark with Loftware and apply today!