What are the responsibilities and job description for the Salesforce Administrator position at KiZAN Technologies?
Salesforce Administrator
Location: Cincinnati, OH
Employment Type: Full-Time
About KiZAN:
We make technology personal!
KiZAN is an Industry leading Microsoft Professional Services and Managed Services Provider supporting Regional, National and Global clients. We personalize technology by sparking passion, fueling purpose, and building connections.
Here at KiZAN, we are one team, we support each other and take the initiative to solve problems. We are fully committed to the direction chosen and always support our mission. Being a part of KiZAN means that we win together, we create an inclusive atmosphere where everyone feels accepted, a sense of purpose, and we embrace collaboration.
About the Role:
Salesforce Administrator and System Analyst, responsible for managing all aspects of Salesforce and Certinia to support data-driven decision-making through reporting and analytics. This role will focus on system administration, process optimization, and cross-functional collaboration, while also supporting financial and operational reporting needs. The ideal candidate is systems-oriented with strong analytical skills and the ability to translate data into actionable insights.
Key Responsibilities:
System Administration
Location: Cincinnati, OH
Employment Type: Full-Time
About KiZAN:
We make technology personal!
KiZAN is an Industry leading Microsoft Professional Services and Managed Services Provider supporting Regional, National and Global clients. We personalize technology by sparking passion, fueling purpose, and building connections.
Here at KiZAN, we are one team, we support each other and take the initiative to solve problems. We are fully committed to the direction chosen and always support our mission. Being a part of KiZAN means that we win together, we create an inclusive atmosphere where everyone feels accepted, a sense of purpose, and we embrace collaboration.
About the Role:
Salesforce Administrator and System Analyst, responsible for managing all aspects of Salesforce and Certinia to support data-driven decision-making through reporting and analytics. This role will focus on system administration, process optimization, and cross-functional collaboration, while also supporting financial and operational reporting needs. The ideal candidate is systems-oriented with strong analytical skills and the ability to translate data into actionable insights.
Key Responsibilities:
System Administration
- Serve as administrator for Salesforce/Certinia (Salesforce CRM Certinia PSA, Revenue Management, and Financial Management modules).
- Maintain overall solution knowledge to support troubleshooting, configuration, customization and implantation of applications and 3rd party integrations.
- Develop and maintain system documentation, training materials, and change management processes.
- Monitor, maintain, and improve integrations (including ConnectWise inputs and reporting outputs for commissions).Partner with stakeholders to identify, design, implement process improvements, and best practices.
- Ensure data integrity and consistency across systems.
- Collaborate with end users to gather requirements and deliver system enhancements
Reporting & Analytics
- Support cross-functional teams with data analysis, dashboards, and reporting.
- Create and maintain KPI dashboards and reports to track operational and financial performance.
- Partner with leadership to deliver ad hoc analysis and insights.
- Translate complex system data into actionable recommendations for leadership.
- Explore opportunities to expand use of tools such as Power BI for advanced reporting.
This job description is not intended to be all-inclusive, and the employee will also perform other reasonably related business duties.
Required Qualifications:
- Bachelor’s degree in information systems, Computer Science, or equivalent field experience
- Salesforce Developer certification or Administrator certification
- Minimum 5 years in experience in development and administration of applications in Salesforce platform-based technologies
- Moderate to advanced Excel proficiency (pivot tables, lookups, scenario modeling, etc.).
- Strong analytical, problem-solving, and cross-functional communication skills.
- Ability to balance technical system ownership with reporting/analytics support.
- Authorization to work in the United States without sponsorship.
Preferred Qualifications:
- Experience with Certinia (formerly FinancialForce).
- Experience in a professional services or consulting environment.
- Power BI or similar data visualization tool experience.
- Salesforce Administrator or comparable certification(s).
- Prior exposure to PSA, ERP, or CRM systems (e.g., ConnectWise).
- Collaborative team player with a strong service mentality, curiosity, and flexibility.
- Exceptional communicator with the ability to translate complex system and technical concepts in clear business terms.
EEO/AA Employer
