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.
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