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Position: Salesforce & Kantata SX Consultant
What you’ll do:
* Own the stability, configuration, and continuous improvement of the Kantata SX implementation.
* Partner with Finance, Delivery, Resource Management, and Operations to translate business requirements into effective system solutions.
* Evaluate enhancement requests, recommend best-fit configurations, and clearly communicate implications and limitations.
* Troubleshoot functional, data, and configuration issues across Kantata SX and Salesforce.
* Support onboarding of new teams, business units, and acquisitions into the implementation.
* Maintain and enhance reporting and dashboards covering utilization, financial performance, and delivery health.
* Ensure data quality, consistency, and governance across the solution.
* Support user adoption through documentation, guidance, and targeted enablement.
* Coordinate with Kantata (vendor) for advanced support, issue resolution, and platform changes as required.
What you bring:
* 5+ years of hands-on experience with Salesforce and Kantata SX, including full-cycle implementations and post-go-live ownership.
* Proven experience delivering post-implementation support, optimization, and enhancements.
* Strong Salesforce expertise, including:
* Data model and object configuration
* Salesforce Flows and automation
* Validation rules and governance controls
* Solid understanding of PSA processes, including:
* Resource planning and utilization
* Project financials (revenue, cost, margin)
* Time and expense management
* Experience building and maintaining reports and dashboards in Salesforce and Kantata SX.
* Ability to work effectively with stakeholders at all levels and operate as a trusted system advisor.
* Strong analytical, problem-solving, and communication skills.
* Salesforce certifications (Administrator, App Builder, Consultant) preferred.