SaaS PSA Implementation Specialist

Job Overview

We are seeking a seasoned SaaS implementation expert based in India to lead the delivery of leading Professional Services Automation (PSA) platforms for mid-market clients across North America.

This role requires a proven professional with extensive expertise in implementing and configuring top PSA solutions including NetSuite OpenAir, FinancialForce, Mavenlink, Rocketlane, and Smartsheet.

Key Responsibilities

• Oversee 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 within PSA platforms.
• Lead data migration from legacy systems and ensure data integrity throughout the implementation process.
• Conduct system integration planning and execution with existing CRM, ERP, and financial systems.
• Act as trusted advisor to mid-market clients on PSA best practices and industry standards.
• Conduct comprehensive business requirement analysis and gap assessments to design optimized business processes.
• Provide strategic guidance on PSA tool selection and configuration options to meet client-specific needs.
• Lead business process workshops and requirement gathering sessions with key stakeholders.
• Manage multiple concurrent PSA implementations (10-15 projects) simultaneously without compromising quality.
• Develop detailed project plans, timelines, and resource allocation strategies to ensure timely delivery.
• Ensure all implementations adhere to established methodologies and quality gates.
• Monitor project progress, identify risks, and implement mitigation strategies proactively.
• 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 the implementation lifecycle.
• Address customer concerns promptly and implement solutions to exceed expectations.
• Lead user training sessions and knowledge transfer activities to ensure seamless adoption.
• 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 to ensure access control.
• 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.

Requirements

Preferred Qualifications

Performance Metrics & Success Criteria

Working Arrangements

Compensation & Benefits

Growth Opportunities