Overview
The Systems Administrator drives continuous improvement of platforms supporting Professional Services and Client Success. This role designs and builds scalable solutions according to best practices manages the Salesforce Service Cloud and PSA roadmap and ensures data integrity through effective administration and governance of these systems.
Responsibilities
- Owns system build and configuration changes in Salesforce Service Cloud and Certinia (FKA FinancialForce) PSA including (but not limited to): Flows fields page layouts record types custom settings dashboards reports and more
- Serves as a subject-matter expert on Certinia (FKA FinancialForce) PSA and Service Cloud
- Owns and executes the project creation process in Certinia PSA
- Owns and executes data maintenance activities within Certinia PSA and other systems to ensure accuracy and compliance with organizational standards
- Manages all aspects of user and license management including new user setup/deactivation roles profiles permissions installed package licenses public groups and more across systems utilized by Professional Services and Client Success teams
- Performs database maintenance tasks including diagnostic tests and duplicate entry cleansing
- Evaluates and installs new releases as well as providing training and support
- Improves existing Salesforce Service Cloud and Certinia PSA instances and oversees ongoing
performance maintenance customization and improvements of the Salesforce environment - Configures and administers complex Salesforce environments and ensures smooth integration with other systems
- Documents processes including error reports and changes to field history tables.
- Identifies and gathers requirements from users and stakeholders and translates them into custom workable solutions within the tool
- Effectively communicates prioritizes and manages all aspects of a project that impacts service team systems
- Partners with stakeholders at all levels with the ability to translate technical information clearly explaining design options and their potential impact
- Stays current on all system releases and works with the appropriate developer(s) to ensure system maintenance is up to date and best practices are being properly followed
- Monitors user adoption and identifies new ways to engage end users and support end-user continued education
- Partners with the Enablement team to develop training and create supporting training materials
- Stays up to date on Salesforce Sales Cloud Service Cloud Certinia PSA and other relevant tools and integrations and assists in implementing and documenting necessary process improvements
Qualifications
- Bachelors Degree in Computer Science or a business-related field
- Salesforce certified Administrator
- Experience in performing system upgrades (i.e. Salesforce & Certinia PSA) and ensuring successful integration
- Knowledge of Salesforce products and their functionalities
- Proficiency in creating and managing user profiles allocating roles and managing access
- Knowledge of importing data and generating reports
- Ability to provide Salesforce training and end-user support
- Base understanding of CPQ and Quote-to-Cash processes
- Base understanding of Service Cloud
- Certinia PSA certifications (highly preferred)
- Deep understanding of the Salesforce ecosystem including data model platform capabilities and integrations
- Experience partnering with a Services organization to support delivery enablement and process optimization
- Experience designing implementing and supporting large-scale complex Salesforce PSA Service Cloud solutions in a production environment
- Familiarity with PSA capabilities including Project Management Resource Management Time & Expense Billing and Revenue Recognition
- Familiarity with Service Cloud capabilities includes case management and customer success management
Benefits
- Medical and Dental coverage available for employees dependents domestic partners and spouses
- Paid Time Off Flexible options plus 10 paid company holidays where available**
- All full-time positions are hybrid with many eligible to be completely remote
- Fully Paid by Origami Risk Vision insurance Short & Long-Term Disability Insurance and Basic Life Insurance
- Generous family leave optionsincluding adoption and foster care placements
- Pre-Tax Savings Accounts Flexible Spending Account Health Savings Account Commuter Benefits Dependent Care Savings Account
- Retirement Savings 401(k) with company match up to 4%
- Employee Assistance Program (EAP) Confidential & Free support offered to colleagues facing personal or work-related complications
- Education Assistance Program to help colleagues pursue industry/role-specific certifications
- Wellness Benefits reimbursement program to invest in healthy habits as well as support better colleague productivity and stress management
- Additional coverages available Pet Insurance Critical Illness Insurance and Voluntary Life & AD&D coverage
**Flexible PTO not available in California or the UK
Who We Are
Origami Risk delivers single-platform SaaS solutions that help organizations best navigate the complexities of risk insurance compliance and safety management.
Founded by industry veterans who recognized the need for risk management technology that was more configurable intuitive and scalable Origami continues to add to its innovative product offerings for managing both insurable and uninsurable risk; facilitating compliance; improving safety; and helping insurers MGAs TPAs and brokers provide enhanced services that drive results.
A singular focus on client success underlies Origamis approach to developing implementing and supporting our award-winning software solutions.
Origami Risk is proud to be an equal opportunity employer. We thrive and benefit from diversity and are committed to creating an inclusive and equitable environment for all employees. We do not discriminate against any individual based upon race religion gender (including pregnancy childbirth or related medical conditions) sexual orientation gender identity gender expression color sex national origin age marital status military or veteran status disability or any other characteristic protected by applicable law.
Caution: Be alert to recruiting scams. We have received reports of individuals impersonating Origami Risk recruiters to deceive candidates into disclosing personal information. These impostors use fake Origami Risk domain names and email addresses. Please double-check that any email address from an Origami Risk recruiter ends with. And to confirm the legitimacy of any recruiting communication feel free to email .
OverviewThe Systems Administrator drives continuous improvement of platforms supporting Professional Services and Client Success. This role designs and builds scalable solutions according to best practices manages the Salesforce Service Cloud and PSA roadmap and ensures data integrity through effect...
Overview
The Systems Administrator drives continuous improvement of platforms supporting Professional Services and Client Success. This role designs and builds scalable solutions according to best practices manages the Salesforce Service Cloud and PSA roadmap and ensures data integrity through effective administration and governance of these systems.
Responsibilities
- Owns system build and configuration changes in Salesforce Service Cloud and Certinia (FKA FinancialForce) PSA including (but not limited to): Flows fields page layouts record types custom settings dashboards reports and more
- Serves as a subject-matter expert on Certinia (FKA FinancialForce) PSA and Service Cloud
- Owns and executes the project creation process in Certinia PSA
- Owns and executes data maintenance activities within Certinia PSA and other systems to ensure accuracy and compliance with organizational standards
- Manages all aspects of user and license management including new user setup/deactivation roles profiles permissions installed package licenses public groups and more across systems utilized by Professional Services and Client Success teams
- Performs database maintenance tasks including diagnostic tests and duplicate entry cleansing
- Evaluates and installs new releases as well as providing training and support
- Improves existing Salesforce Service Cloud and Certinia PSA instances and oversees ongoing
performance maintenance customization and improvements of the Salesforce environment - Configures and administers complex Salesforce environments and ensures smooth integration with other systems
- Documents processes including error reports and changes to field history tables.
- Identifies and gathers requirements from users and stakeholders and translates them into custom workable solutions within the tool
- Effectively communicates prioritizes and manages all aspects of a project that impacts service team systems
- Partners with stakeholders at all levels with the ability to translate technical information clearly explaining design options and their potential impact
- Stays current on all system releases and works with the appropriate developer(s) to ensure system maintenance is up to date and best practices are being properly followed
- Monitors user adoption and identifies new ways to engage end users and support end-user continued education
- Partners with the Enablement team to develop training and create supporting training materials
- Stays up to date on Salesforce Sales Cloud Service Cloud Certinia PSA and other relevant tools and integrations and assists in implementing and documenting necessary process improvements
Qualifications
- Bachelors Degree in Computer Science or a business-related field
- Salesforce certified Administrator
- Experience in performing system upgrades (i.e. Salesforce & Certinia PSA) and ensuring successful integration
- Knowledge of Salesforce products and their functionalities
- Proficiency in creating and managing user profiles allocating roles and managing access
- Knowledge of importing data and generating reports
- Ability to provide Salesforce training and end-user support
- Base understanding of CPQ and Quote-to-Cash processes
- Base understanding of Service Cloud
- Certinia PSA certifications (highly preferred)
- Deep understanding of the Salesforce ecosystem including data model platform capabilities and integrations
- Experience partnering with a Services organization to support delivery enablement and process optimization
- Experience designing implementing and supporting large-scale complex Salesforce PSA Service Cloud solutions in a production environment
- Familiarity with PSA capabilities including Project Management Resource Management Time & Expense Billing and Revenue Recognition
- Familiarity with Service Cloud capabilities includes case management and customer success management
Benefits
- Medical and Dental coverage available for employees dependents domestic partners and spouses
- Paid Time Off Flexible options plus 10 paid company holidays where available**
- All full-time positions are hybrid with many eligible to be completely remote
- Fully Paid by Origami Risk Vision insurance Short & Long-Term Disability Insurance and Basic Life Insurance
- Generous family leave optionsincluding adoption and foster care placements
- Pre-Tax Savings Accounts Flexible Spending Account Health Savings Account Commuter Benefits Dependent Care Savings Account
- Retirement Savings 401(k) with company match up to 4%
- Employee Assistance Program (EAP) Confidential & Free support offered to colleagues facing personal or work-related complications
- Education Assistance Program to help colleagues pursue industry/role-specific certifications
- Wellness Benefits reimbursement program to invest in healthy habits as well as support better colleague productivity and stress management
- Additional coverages available Pet Insurance Critical Illness Insurance and Voluntary Life & AD&D coverage
**Flexible PTO not available in California or the UK
Who We Are
Origami Risk delivers single-platform SaaS solutions that help organizations best navigate the complexities of risk insurance compliance and safety management.
Founded by industry veterans who recognized the need for risk management technology that was more configurable intuitive and scalable Origami continues to add to its innovative product offerings for managing both insurable and uninsurable risk; facilitating compliance; improving safety; and helping insurers MGAs TPAs and brokers provide enhanced services that drive results.
A singular focus on client success underlies Origamis approach to developing implementing and supporting our award-winning software solutions.
Origami Risk is proud to be an equal opportunity employer. We thrive and benefit from diversity and are committed to creating an inclusive and equitable environment for all employees. We do not discriminate against any individual based upon race religion gender (including pregnancy childbirth or related medical conditions) sexual orientation gender identity gender expression color sex national origin age marital status military or veteran status disability or any other characteristic protected by applicable law.
Caution: Be alert to recruiting scams. We have received reports of individuals impersonating Origami Risk recruiters to deceive candidates into disclosing personal information. These impostors use fake Origami Risk domain names and email addresses. Please double-check that any email address from an Origami Risk recruiter ends with. And to confirm the legitimacy of any recruiting communication feel free to email .
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