Senior Solution Consultant PSA

As a Senior Solution Consultant at Certinia, your main responsibilities include leading the implementation of the PSA application in client environments, managing customer relationships, performing configurations, conducting training, and providing ongoing support. You will also document best practices, assist in scoping projects, and collaborate with various internal departments to ensure successful implementations.

To qualify for the Senior Solution Consultant role at Certinia, candidates need extensive experience in complex software implementations, preferably with Enterprise customers. A strong background in Professional Services Automation, proficiency with Salesforce, and a deep understanding of accounting or supply chain management processes are also essential. Professional Services qualifications or demonstrable experience with PSA solutions are highly valued.

The Senior Solution Consultant role at Certinia involves approximately 20% travel within the EMEA region to meet with customers for implementations and trainings. This travel is essential to build relationships and ensure the successful execution of projects directly within client environments.

In your position as a Senior Solution Consultant at Certinia, you will influence customer implementations significantly by providing expert insights regarding PSA applications, challenging project assumptions, and guiding clients in best practices. Your role requires you to engage in meaningful discussions that shape clients’ utilization of the Certinia solution, ensuring they get the most value out of their investment.

Key skills for a Senior Solution Consultant at Certinia include strong written and verbal communication abilities, a solid understanding of Professional Services Automation processes, effective consultancy experience, and strong computer proficiency, particularly with Salesforce and presentation tools. Moreover, the ability to work independently and adapt in a fast-paced environment is crucial.

As a Senior Solution Consultant at Certinia, you'll primarily engage with medium to large-sized organizations across various industries. These businesses may have average to high complexity in their operations and rely on the PSA application for streamlining their services. Your expertise will help them achieve operational excellence and elevate customer experiences.

Certinia values a collaborative and growth-driven culture, where Senior Solution Consultants are encouraged to share insights and mentor junior members. The environment is dynamic, focusing on innovation and continuous improvement, providing you with the opportunity to make a real impact while collaborating with a diverse range of specialists across departments.

When discussing your experience with PSA implementations, emphasize specific projects where you led or contributed significantly. Detail the required technology stack, the complexity of the client's needs, and the outcomes achieved. Highlight your role in configuring solutions, training users, and adapting processes to fit client requirements.

Managing client relationships involves clear communication and regular check-ins. Describe your strategy for anticipating customer concerns, providing timely updates on project progress, and being proactive in addressing issues that arise. Emphasize how you establish trust and a partnership mentality.

To determine configuration needs, I work closely with the client to understand their existing processes and expectations. I conduct workshops to gather detailed requirements and analyze their business models, allowing me to tailor the PSA application to align with their operational goals and streamline services effectively.

Leading a training session involves preparation and adaptability. I start with understanding the users' prior knowledge, followed by tailoring the training content to meet their specific needs. Utilizing engaging methods such as interactive demos and live Q&A sessions ensures users are comfortable with the application and can apply what they've learned back on the job.

Handling challenges requires a calm, methodical approach. I focus on identifying the root cause and involving relevant stakeholders for a collaborative solution. Documenting issues and outcomes also helps in preventing similar challenges in future implementations and demonstrates a commitment to continuous improvement.

Best practices include thorough planning, maintaining open lines of communication, building client relationships, and ensuring user buy-in throughout the process. Documenting lessons learned and continuously refining the approach based on successful outcomes also contribute to a sustainable implementation methodology.

Influencing a client’s decision involves providing evidence-based recommendations. Share an example where you presented data or best practices that helped the client see the potential benefits of using the PSA application differently, leading to a positive impact on their operations or growth.

Staying current involves ongoing education and engagement with industry resources. I attend webinars, follow relevant publications, enroll in training courses, and participate in professional networks. This proactive approach ensures I can offer clients the most innovative solutions and strategies.

My approach to documenting best practices involves capturing key decisions and common challenges throughout the implementation clearly and concisely. I maintain this documentation in a shareable format, ensuring it is accessible for future projects and contributes to the company's knowledge repository.

Balancing multiple projects requires effective time management and prioritization. I use project management tools to maintain oversight on timelines, tasks, and deliverables while ensuring regular touchpoints with each client. Flexibility and proactive communication with clients help manage expectations effectively.