Senior Salesforce consultant leading RevOps strategy, client engagements, and technical delivery for Directive Consulting, a B2B performance marketing agency. Scaling Salesforce, Pardot, and HubSpot implementations while mentoring Revenue Operations engineers.
About the role
- Application Specialist managing Salesforce and Certinia at Fidus, a high-tech design firm in Ottawa. Bridging technology and process optimization in financial systems and automation.
Responsibilities
- Primary administrator for Salesforce and Certinia, overseeing configuration, upgrades, permissions and security.
- Support process improvement initiatives by implementing solutions within Salesforce and integrated platforms.
- Maintain and enhance data integrity, ensuring clean, consistent, and accurate data across leads, opportunities, projects, and financial records.
- Manage page layouts, calculated fields, and reporting tools to support functional teams (Sales, Project Management, Finance, HR).
- Oversee Certinia Professional Service Automation and Finance/Accounting updates, ensuring compatibility and feature adoption with each release.
- Support reporting and analytics through dashboards, integrations, and AI-driven insights.
- Coordinate system integrations between Salesforce, Microsoft 365, Certinia, ADP, IVO, Azure (EntraID & GraphAPI), and other business systems.
- Partner with Finance to streamline billing, expense, and collections automation within Certinia.
- Collaborate with HR and Operations on contract management, budget tracking, and employee/vendor record systems.
- Conduct permissions and security audits, maintaining compliance and ensuring least-privilege access.
- Provide training, support, and documentation for users to ensure high adoption and efficient system usage.
- Any other related duties as assigned.
Requirements
- Bachelor’s degree in Business, Information Systems, Computer Science, or the equivalent.
- Minimum of five (5) years of experience as a Salesforce Administrator or Application Specialist in a business systems environment.
- Salesforce certifications (e.g., Salesforce Administrator, Advanced Administrator, etc.).
- Experience with Certinia (FinancialForce) Professional Services and Financial Management modules strongly preferred.
- Solid understanding of Salesforce Flows, security model, and data relationships.
- Proven track record in business process optimization and automation.
- Familiarity with data integrations (APIs, middleware, or iPaaS solutions like Tray.io, MuleSoft, Boomi, or Zapier).
- Experience creating and maintaining custom reports and dashboards (Salesforce Reports, Tableau, or similar BI tools).
- Excellent communication skills and ability to collaborate across departments.
- Strong analytical mindset with attention to detail and user experience.
- Background in project management systems, financial systems and/or reporting tools.
Job title
Job type
Experience level
Salary
Degree requirement
Tech skills
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Revenue Operations leader guiding consultants and client engagements for Directive Consulting, a B2B performance marketing agency. Configuring Salesforce, Pardot, and HubSpot to drive pipeline and revenue.
LP
Oracle FCCM CRR Consultant
LinkedIn Recruiter Post
Hiring an Oracle FCCM CRR Consultant for a banking contract in Toronto, ON. Requires 5+ years of hands - on implementation experience and AML/KYC expertise.
LP
Oracle FCCM / OFSAA Consultant
LinkedIn Recruiter Post
We're hiring an Oracle FCCM/OFSAA Consultant in Toronto for a contract role. Must have experience in AML, KYC, and Oracle FCCM implementations.
LP
(IAM) Consultant
LinkedIn Recruiter Post
Brunel is seeking an IAM Consultant for a remote contract to support a large - scale enterprise transformation program modernizing an HR and payroll platform.
Salesforce L2 consultant providing configuration and data support for luxury retail clients at VO2, a global tech and digital consulting firm. Coordinating North American users, Paris service teams, and L3 engineers without development work.
LP
Senior SOX & Internal Controls Consultant
LinkedIn Recruiter Post
Senior SOX & Internal Controls Consultant needed for a 6 - 12 month hybrid contract in Toronto. Must have 5+ years of SOX, ICFR, and internal controls experience.
LP
Archiving Functional Consultant
LinkedIn Recruiter Post
Hiring an Archiving Functional Consultant for a remote contract in Canada. Requires SAP Data Archiving and OpenText Archiving expertise.
LP
Murex ERM Consultant
LinkedIn Recruiter Post
About the job Job Title: Murex ERM Consultant Location: Toronto, ON (Hybrid) Type: Contract Job Description: Market Risk, Credit Risk, MLC xVA. 2 - 3 years’ exper
LP
Senior IBM Maximo Functional Consultant (IBM Maximo Manage)
LinkedIn Recruiter Post
Senior IBM Maximo Functional Consultant needed for a 12 - month contract with a Public Sector client. Hybrid role in GTA or remote across Canada.