Professional Services Automation Administrator – Kimble/Kantata
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Job Description
Temp Consultant for 13 weeks managing Kimble/Kantata platform operations alongside Auxo teams. Focused on daily operational continuity and process improvements while supporting external clients.
Responsibilities:
- Manage user roles and permission sets within the Salesforce-based environment.
- Act as the day-to-day point of contact for organization - wide Kimble inquiries and troubleshooting: resolve daily requests related to time/expense entries, billing errors, and period-close processes.
- Monitor and maintain data integrity, accurate reporting and compliance between Kimble and other integrated corporate systems (e.g., Salesforce CRM, ERP).
- Assist in aligning legacy workflows with the organization’s global Kimble blueprints.
- Facilitate the loading and validation of historical project and resource data.
- Manage User Acceptance Testing (UAT) for new features and organizational entities being onboarded.
- Review current automation, workflows, and lifecycle coverage within Kimble/Kantata, while also identifying gaps, redundancies, and optimization opportunities.
- Suggest additional workflows and configurations where necessary.
- Partner with the team to align project billing/utilization lifecycle to business objectives.
- Provide ongoing maintenance and support as needed, potentially on a per-diem basis.
Requirements:
- A Bachelors' Degree in a related field and at least 3 years' experience working in Salesforce Lightning.
- Professional experience overseeing/administering a Professional Services Automation (PSA) platform, including the Kimble/Kantata PSA platform.
- Ability to collaborate with cross-functional teams to ensure PSA strategies are feasible, aligned, and supported by current technology capabilities.
- Ability to support discussions and working sessions by clearly communicating PSA considerations, dependencies, and rationale behind recommendations.
- Experience with Agile project management methodologies and tools.
- Strong proficiency in Salesforce Lightning, Reports/Dashboards, and Flow Builder.
- Understanding of billable utilization, revenue recognition, and resource management within a professional services context.
- Must be able to work Monday - Friday and pass thorough background checks, including physical location verifications.
- Must be legally authorized to work in the US at time of application.
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