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Our people at JLL and JLL Technologies are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward.
Salesforce Platform Manager
Working model: hybrid / remote
Contract type: contract of employment / full time
Position Overview
We are seeking a skilled Salesforce/Certinia Platform Manager to oversee enhancements, adoption and support for the EMEA PDS. In this role, you will serve as the essential bridge between business users, business management and the product team, ensuring optimal utilization of the platform throughout the project lifecycle. Your focus will be on Certinia but you also need to understand CRM process in Salesforce and financial process in PeopleSoft.
You will place significant emphasis on the financial governance aspects of the tool while working closely with Data Controllers to ensure process compliance and regional alignment.
Key Responsibilities
Serve as the primary point of contact for Certinia and SF platforms in-business support across EMEA, troubleshooting issues and providing resolution or seeking assistance from global support.
Maintain deep understanding of the Certinia platform's financial functionality, data structure, and integration points with PeopleSoft and Salesforce CRM
Support financial governance of the platform, cost tracking and invoicing processes adhere to the best practices ensuring good data quality.
Partner with Data Controllers across regions to enforce consistent financial data entry standards and processes.
Monitor latest Certinia and SF developments and enhancements, communicating changes proactively to stakeholders.
Partner with Training and Change Management lead to design and deliver role-specific on-going training sessions. Develop and implement training programs for Data Controllers focused on financial controls and best practices.
Develop and help maintain in-tool Certinia and Salesforce reports.
Identify and address local variations in platform operating processes and usage, driving toward standardized financial processes
Gather, document, and submit business requirements for platform enhancements providing detailed substantiation for change requests and manage follow-up through delivery.
Support adoption and work to ensure proper tracking of time, as well as scheduling, invoicing, and costs capturing in the system.
Participate in regular platform governance activities and contribute to strategic roadmap discussions
Desired Skills & Experience
Experience with Certinia (formerly FinancialForce), Salesforce or similar PSA platform.
Good understanding of project financial management processes and workflows
Experience working with Data Controllers or similar finance roles across multiple locations
Understanding of PeopleSoft financial system and Salesforce/Certinia as well as integrations between these systems.
Excellent communication skills with the ability to translate and simplify complex technical and financial concepts for varied audiences
Proven track record of supporting business users and managing stakeholder relationships
Proficiency in report building and data analysis
Problem-solving mindset
Preferred Qualifications
Salesforce and/or Certinia platform experience
Experience in professional services industry
Background in project management, finance or accounting, project management
Change management experience
Knowledge of EMEA PDS business operations
Personal Attributes
Good interpersonal skills with the ability to work across different business functions and regions
Proactive attitude toward identifying and implementing process improvements
Self-motivated and self-driven with the ability to work independently
Exceptional attention to detail, particularly regarding data integrity
Customer service oriented with patience and empathy for user concerns
Adaptable to changing priorities and platform updates
Goals
Own EMEA Salesforce and Certinia platforms, manage enhancements request backlog, align with other PDS regions and liaise with the Product Team
Identify critical financial workflows, document to align with other regions and deploy process trainings for Data Controllers.
Organise and drive monthly update meetings for Data Controllers.
Create and maintain baseline PDS countries reporting.
Train local teams on reporting to improve self-sufficiency.
Make yourself first point of contact for support questions for Data Controllers and Users.
This position plays a critical role in maximizing our investment in the Certinia platform while ensuring business users and Data Controllers have the support and guidance they need to effectively manage projects, maintain financial controls, and drive business outcomes consistently across all regions.
Location:
Remote –Warsaw, POLIf this job description resonates with you, we encourage you to apply even if you don’t meet all of the requirements. We’re interested in getting to know you and what you bring to the table!
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