Partner Technical Manager
Remote US
WHO WE ARE
Certinia delivers a Services-as-a-Business platform that powers and connects all aspects of services operations, from services estimation and delivery to customer success management and financial planning and accounting. The company’s Professional Services Automation (PSA), Customer Success (CS), and Financial Management (FM) solutions—delivered on Salesforce’s leading cloud platform—provide the ability to run a connected services business, deliver with intelligence, and achieve business agility. Headquartered in Austin, Texas with presence around the world, Certinia is backed by Haveli Investments, TA Associates, General Atlantic and Salesforce Ventures. For more information, visit www.certinia.com.
THE ROLE
The Partner Technical Manager (PTM) at the P3 level is a technical practitioner responsible for driving partner success and delivery excellence. In this role, you are the primary technical liaison for our strategic partners, serving as the trusted expert for all implementation, integration, and platform-related queries.You will manage the implementation lifecycle of partner-led projects, ensuring that Partners are aware of, and leveraging, Certinia’s “Leading Practices for every engagement and adheres to high standards of architectural integrity.You will actively facilitate partner (organizations and consultants) onboarding, provide expert guidance on Certinia solutions implementations, and act as the first line of project escalation to resolve complex delivery blockers.
WHAT YOU WILL DO IN THIS ROLE
- Onboarding & Enablement:
- Execute structured onboarding plans for new partners.
- Conduct technical deep-dive workshops, assess partner readiness, and shepherd their consultants through certification paths to ensure they meet the minimum bar for project delivery.
- Provide partner feedback on key KPIs on their delivery practice and assist with actions to correct
- Assist partners in building strategy to maximize and expand their consulting practice from a delivery perspective
- Leading Practices:
- Act as the primary advocate for our "Leading Practices."
- Ensure partners are utilizing standard implementation templates, configuration blueprints, and methodology playbooks across all active projects.
- Implementation Escalation:
- Serve as the primary point of contact for resolving complex implementation blockers.
- Triage and resolve technical disputes between partners and customers during the delivery lifecycle.
- System Optimization and Technical Communications
- Author and maintain leading practices collateral for partner audience
- Create and maintain workflows for key internal systems to ensure partner KPIs are tracked and managed
- Consulting Practice:
- Provide detailed guidance for PSA/CS/FM focused implementations.
- Review project designs for technical viability, integration architecture (APIs, data migration), and adherence to business logic best practices.
- Serve as the subject matter expert on Professional Services Automation (PSA), Customer Success (CS) Software, and Financial management solutions guiding partners on how to map our product features to core services business requirements (e.g., project financials, resource allocation, utilization metrics, and billing).
- Consult with partners on complex implementation scopes, helping them design solutions that optimize billable efficiency and delivery velocity.
WHAT YOU NEED TO BE SUCCESSFUL IN THIS ROLE
- 5+ years of experience in technical consulting, solution architecture, or partner enablement.
- Demonstrated expertise in PSA software implementations (e.g., Certinia, Rocketlane, NetSuite OpenAir, Kantata)
- Strong communication skills; able to translate complex technical concepts for non-technical stakeholders.
- Experience working globally with cross-functional management
- Strong business acumen, problem solving ability, and business analysis skills
- Curiosity, a demonstrated bias towards action, and the appetite to innovate
- Demonstrated ability with project management to drive results without direct authority
- Excellent written and oral communications skills, with the ability to proactively communicate status and identify risks
- Ability to work cross-functionally, with multiple teams and stakeholders
- Ability to thrive in high-intensity, rapidly changing environment, and to successfully manage multiple projects simultaneously with a sense of urgency
- Demonstrated ability to be productive and self-motivating with minimal supervision
- Flexible with the ability to adjust on the fly to new demands with a strong sense of urgency.
- Ability to occasionally travel to strategic partner and Certinia GTM events (Certinia Live, RKO, TSIA)
WHAT ELSE WOULD BE GREAT
- CS Cloud Certification
- Gainsight Certification
- FM Cloud Certification
- Claude AI experience
- Google Gemini and Gem experience
5+ years in technical consulting, solution architecture, or partner enablement; expertise in PSA software implementations; strong communication and project management skills; ability to travel occasionally to partner and Certinia events.
Key Responsibilities
- onboarding partners
- providing technical guidance
- resolving implementation escalations
Skills & Tools
Certinia, Rocketlane, NetSuite OpenAir, Kantata, Claude AI, Google Gemini
Job Details
- Category: Information Technology
- Seniority: Senior Level
- Commitment: Full Time
- Workplace: Remote — United States
- Languages: English
About Certinia
A provider of a Services-as-a-Business platform that powers and connects all aspects of services operations. — Industry: Information Technology