The posting
Spaulding Ridge is an advisory and IT implementation firm. We help global organizations get financial clarity into the complex, daily sales, and operational decisions that impact profitable revenue generations, efficient operational performance, and reliable financial management.
At Spaulding Ridge, we believe all business is personal. Core to our values is our relationships with our clients, our business partners, our team, and the global community. Our employees dedicate their time to helping our clients transform their business, from strategy through implementation and business transformation.
We are looking for a Certinia PSA Solution Architect to join our Revenue Excellence team in the UK. In this role, you will serve as a trusted advisor to clients and internal stakeholders, helping organisations improve how they manage professional services delivery, resource planning, project financials, forecasting, and operational reporting through Certinia Professional Services Automation (PSA) and Salesforce.
This is an exciting opportunity for someone who enjoys combining hands-on solution delivery with strategic consulting. You will lead customer engagements from discovery through deployment, identify operational challenges, document current-state and future-state processes, and design scalable Certinia PSA solutions that support efficient project delivery, accurate resource utilisation, improved financial visibility, and consistent adoption across teams.
Responsibilities:
- Lead end-to-end Certinia PSA implementation, enhancement, and optimisation projects, ensuring solutions align with client goals, delivery best practices, and long-term scalability.
- Manage customer engagements from discovery and requirements gathering through solution design, configuration, testing, deployment, adoption, and post-go-live support.
- Facilitate workshops, stakeholder interviews, process reviews, and design sessions to understand business needs across resource management, project delivery, time and expense, billing, forecasting, and revenue recognition.
- Translate business requirements into functional and technical solution designs, including process flows, data models, configuration decisions, integration considerations, reporting needs, and documentation.
- Design scalable service operations solutions using Certinia PSA and Salesforce, leveraging standard platform capabilities wherever possible and identifying when customisation or integration is required.
- Partner with technical teams to support integrations between Certinia PSA, Salesforce, ERP, finance, billing, data warehouse, and reporting platforms.
- Own project budgets, profitability, schedules, risks, issues, quality standards, and delivery governance while maintaining strong client relationships.
- Lead and mentor teams of consultants, analysts, and technical resources, providing guidance on solution design, delivery methodology, stakeholder communication, and Certinia PSA best practices.
- Support testing activities, including test strategy, user acceptance testing, defect triage, deployment readiness, and cutover planning.
- Develop and maintain clear project deliverables such as requirements documentation, solution design materials, configuration workbooks, decision logs, training materials, and knowledge transfer assets.
- Support pre-sales activities by contributing subject matter expertise, solution recommendations, scoping input, proposal content, estimates, and client demonstrations.
- Identify opportunities to expand client value through process improvement, platform optimisation, reporting enhancements, automation, and ongoing advisory services.
Qualifications:
- Significant experience delivering Certinia PSA, Salesforce Professional Services, or related enterprise service operations solutions in a consulting, implementation, or internal transformation environment.
- Strong understanding of professional services business processes, including resource planning, project management, time and expense, utilisation, forecasting, backlog, billing, revenue recognition, and project profitability.
- Experience in a Solution Architect, Delivery Manager, Lead Consultant, Senior Consultant, or similar client-facing role with responsibility for solution design and delivery outcomes.
- Hands-on knowledge of Salesforce configuration, automation, security, data model design, reporting, dashboards, and platform governance.
- Ability to gather complex requirements, facilitate executive and operational stakeholder discussions, and convert business needs into practical, scalable system solutions.
- Experience working with Agile, hybrid, or phased delivery methodologies, including sprint planning, backlog management, design reviews, testing, deployment, and adoption planning.
- Salesforce Administrator certification preferred; Salesforce Platform App Builder, Application Architect, or System Architect certifications are beneficial.
- Certinia PSA certifications, including PSA System Administrator or PSA Implementation Consultant, are highly desirable.
- Strong consulting presence, communication skills, analytical thinking, documentation discipline, problem-solving ability, and confidence working with both business and technical audiences.
Preferred Experience:
- Experience integrating Certinia PSA with ERP, billing, CPQ, data warehouse, finance, or enterprise reporting systems.
- Exposure to Certinia modules or adjacent capabilities such as Services CPQ, PSA Analytics, Customer Success, Accounting, or Revenue Management.
- Experience supporting change management, user enablement, training, and adoption across professional services, finance, operations, and leadership teams.
- Ability to identify process improvement opportunities and advise clients on operating model, governance, reporting, and platform roadmap decisions.
What Success Looks Like:
The successful candidate will be able to build trust quickly, simplify complex business requirements, and deliver practical Certinia PSA solutions that improve visibility, consistency, and control across professional services operations. They will balance strategic advisory with hands-on execution, communicate clearly with stakeholders at all levels, and help clients adopt solutions that support measurable operational and financial outcomes.
Spaulding Ridge’s Commitment to an Inclusive Workplace
When we engage the expertise, insights, and creativity of people from all walks of life, we become a better organization, we deliver superior services to clients, and we transform our communities and world for the better.
At Spaulding Ridge, we believe our team should reflect the rich diversity of society and we take seriously the responsibility to cultivate a workplace where every bandmate feels accepted, respected, and valued for who they are. We do this by creating a culture of trust and belonging, through practices and policies that support inclusion, and through our employee led Employee Resource Groups (ERGs): CRE (Cultural Race and Ethnicity), Women Elevate, PROUD and Mental Wellness Alliance.
The company is committed to offering Equal Employment Opportunity and to providing reasonable accommodation to applicants with physical and/or mental disabilities. If you are interested in applying for employment with Spaulding Ridge and are in need of accommodation or special assistance to navigate our website or to complete your application, please send an e-mail with your request to our VP of Human Resources, Cara Halladay ([email protected]). Requests for reasonable accommodation will be considered on a case-by-case basis.
Qualified applicants will receive consideration for employment without regard to their age, race, religion, national origin, gender, sexual orientation, gender identity, protected veteran status or disability.
