We are seeking an experienced Salesforce & Kantata SX Consultant to own the ongoing support, enhancement, and optimization of our Kantata SX implementation. The core implementation is complete; this role is focused on ensuring the solution continues to reliably support operations as business needs evolve.
This position serves as the primary Kantata SX and Salesforce subject-matter expert, working closely with stakeholders across Finance, Delivery, Resource Management, and Operations. The consultant will evaluate business requests, design sustainable system solutions, advise on impacts and trade-offs, resolve issues, and ensure the implementation delivers accurate, decision-ready data and reporting for operational and executive leadership.
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.
