PSA Tool Administrator

PSA Tool Administrator

Position Overview

We are seeking an experienced PSA (Professional Services Automation) SaaS Tool Consultant based in India to lead the implementation and consulting of leading PSA platforms for our mid-market clients. This role requires a proven professional with deep expertise in any one of the PSA solutions including Rocketlane, Asana, Monday.com, NetSuite OpenAir, FinancialForce, Mavenlink, and Smartsheet. The successful candidate will manage 10-15 concurrent PSA implementations for mid-market customers, ensuring adherence to best practices, quality standards, on-time delivery, and achieving customer satisfaction scores of 4.5+ out of 5.

Key Responsibilities

PSA Implementation Expertise

Lead end-to-end PSA tool implementations for mid-market clients (500-5,000 employees) across 4-12 week project cycles

Design and implement project management workflows, resource planning, time tracking, and financial management processes

Oversee data migration from legacy systems and ensure data integrity throughout the implementation

Conduct system integration planning and execution with existing CRM, ERP, and financial systems

Customer Consulting & Advisory

Serve as trusted advisor to mid-market clients on PSA best practices and industry standards

Conduct comprehensive business requirement analysis and gap assessments

Design optimized business processes for project management, resource allocation, and financial tracking

Provide strategic guidance on PSA tool selection and configuration options

Lead business process workshops and requirement gathering sessions with key stakeholders

Project Management & Delivery Excellence

Manage multiple concurrent PSA implementations (10-15 projects) simultaneously

Develop detailed project plans, timelines, and resource allocation strategies

Ensure all implementations adhere to established methodologies and quality gates

Monitor project progress, identify risks, and implement mitigation strategies proactively

Coordinate with cross-functional teams including technical architects, data specialists, and project managers

Customer Success & Satisfaction

Drive customer satisfaction initiatives to achieve and maintain CSAT scores of 4.5+ out of 5

Conduct regular customer check-ins and feedback sessions throughout implementation lifecycle

Address customer concerns promptly and implement solutions to exceed expectations

Lead user training sessions and knowledge transfer activities

Ensure smooth go-live transitions and post-implementation support handoffs

Technical Configuration & Customization

Configure PSA modules including project management, resource planning, time & expense tracking, and financial management

Set up automated workflows, approval processes, and business rules within PSA platforms

Design and implement custom reports, dashboards, and analytics for client-specific requirements

Manage user roles, permissions, and security configurations

Coordinate system testing including UAT (User Acceptance Testing) and integration testing

Quality Assurance & Process Adherence

Follow established implementation methodologies and quality standards consistently

Conduct thorough testing and validation of all PSA configurations before go-live

Maintain comprehensive project documentation including requirements, configurations, and training materials

Participate in quality reviews and process improvement initiatives

Ensure compliance with industry standards and client-specific requirements

Required Qualifications

PSA Platform Expertise

4-7 years of hands-on experience implementing PSA SaaS solutions

Proven expertise with at least 1 of the following platforms : NetSuite OpenAir, FinancialForce, Mavenlink, Rocketlane, Smartsheet

Minimum 15-20 successful PSA implementations for mid-market clients

Deep understanding of PSA modules : project management, resource planning, time tracking, expense management, and financial reporting

Experience with PSA integrations to CRM, ERP, and accounting systems

Professional Services Domain Knowledge

Strong understanding of professional services business models and operations

Knowledge of project lifecycle management, resource optimization, and financial planning

Familiarity with professional services KPIs : utilization rates, project profitability, billing efficiency

Understanding of professional services industry challenges and best practices

Experience with consulting, IT services, marketing agencies, or similar service-based organizations

Technical Skills

Proficiency in PSA platform administration and configuration

Experience with data migration tools and methodologies

Knowledge of API integrations and third-party connectors

Familiarity with business intelligence and reporting tools

Understanding of project accounting principles and financial management

Implementation & Consulting Experience

Proven track record of managing multiple concurrent implementations

Experience working with senior stakeholders

Strong business analysis and requirements gathering capabilities

Change management experience for software implementations

Training and knowledge transfer expertise

Soft Skills & Competencies

Exceptional communication and presentation skills for executive-level audiences

Strong analytical and problem-solving abilities

Customer-focused mindset with consultative approach

Ability to manage competing priorities and tight deadlines

Cultural sensitivity for working with North American mid-market clients

Preferred Qualifications

Bachelor's degree in Business, Engineering, Information Technology, or related field

Professional certifications in relevant PSA platforms

PMP, PRINCE2, or equivalent project management certification

Previous consulting or professional services experience

Experience with North American business practices and mid-market requirements

Industry-specific experience in IT services, consulting, or marketing agencies

Performance Metrics & Success Criteria

Achieve 4.5+ average CSAT scores across all client implementations

Maintain 95%+ on-time delivery rate for project milestones and go-live dates

Successfully manage 10-15 concurrent implementations without quality compromise

Achieve 90%+ customer retention rate for implemented solutions

Complete implementations within approved budget parameters

Maintain process compliance score of 98%+ across all projects

Working Arrangements

Location : India-based with flexible remote work options

Hours : Overlap with North American business hours (EST / PST) for client interactions

Client Interaction : Regular video conferences with mid-market clients across North America

Travel : Minimal domestic travel may be required for team meetings or training

Reporting : Reports to Delivery Head, Professional Services

Compensation & Benefits

Competitive salary commensurate with experience and expertise

Performance bonuses tied to CSAT scores and delivery excellence

Comprehensive health and wellness benefits package

Professional development budget for platform certifications and training

Opportunity to work with cutting-edge PSA technologies and innovative clients

Career advancement opportunities within growing professional services practice

Growth Opportunities

Path to Practice Lead roles

Opportunity to specialize in specific PSA platforms or industry verticals

Potential for customer-facing thought leadership and speaking opportunities

Cross-training opportunities in adjacent SaaS platforms and technologies