Principal Solution Engineer

Austin, TX
Full-time

About the Role

At Certinia in the Computer Software space, Empower your services business with connected cloud solutions on Salesforce.

The Principal Solution Engineer is a senior individual contributor and the solution expert on Certinia's most complex opportunities, with a focus on the industry's leading solution for Professional Services Automation and the AI capabilities that now extend it. You will co-own strategic opportunities with Account Executives from first discovery through value realization, lead executive-level demonstrations and value narratives, and set the standard for how the Solution Engineering team sells. You will also help shape how AI is used inside the presales motion itself — building, piloting, and sharing the agents, assets, and practices that make the whole team faster and more effective. Ideal candidates bring deep services-industry credibility, strong executive presence, and genuine curiosity about how AI is changing both what we sell and how we sell it.

Want to learn more about what it's like to work at Certinia? View our full profile.

Requirements

  • 5–7 years of experience as a pre-sales professional supporting enterprise applications, or equivalent years in professional services or customer success leadership, demonstrating deep domain expertise.
  • Strong presentation skills and executive-level customer-facing acumen.
  • Demonstrated ability to build and deliver quantified value narratives, not just product demonstrations.
  • Comfort evaluating and positioning AI agent and agentic workflow capabilities to enterprise buyers, including where human oversight matters.
  • Experience and/or desire to work with rapidly changing technology.
  • Ability to multi-task, communicate priorities, and manage time effectively.
  • Up to 50% travel.
  • Experience with Professional Services Automation solutions (Nice to have).
  • Experience with Salesforce CRM and the Salesforce platform (Nice to have).
  • Domain expertise in professional services or customer success organizations (Nice to have).
  • Previous experience in a sales organization at a software company (Nice to have).
  • Hands-on experience demoing, configuring, or building with an AI agent, copilot, or automation platform (no coding required) (Nice to have).
  • Experience with competing or adjacent ERP and PSA applications such as NetSuite OpenAir, Kantata, Rocketlane, Workday, Oracle Fusion, SAP, or similar (Nice to have).

Benefits

  • A flexible work environment, with remote, hybrid, and flexible scheduling options for many roles.
  • A wellness program with a monthly stipend toward gym memberships, mental health resources, or fitness equipment, plus access to wellness apps.
  • The chance to shape how a leading Salesforce-native PSA platform is sold in the age of agentic AI.

What It's Like to Work at Certinia

What It's Like to Work Here

users Genuine Collaboration
lightbulb Ownership Mentality
target Customer-First Thinking
trending-up Continuous Improvement
heart Inclusive Community

Frequently Asked Questions About Working at Certinia

Common questions candidates ask about this role and Certinia's workplace

Certinia (formerly FinancialForce) 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, and ERP 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 San Jose, California with offices around the world, Certinia is backed by Haveli Investments and Salesforce Ventures. For more information, visit www.certinia.com.

Please review the specific job listing or contact Certinia's recruiting team for details on remote or hybrid work options for this role.

Salary information may vary by role and location. Please check the specific job listing or discuss compensation during the interview process.

Certinia is an established organization in its industry. The company focuses on maintaining a supportive workplace culture for all employees.

Key benefit categories include: Insurance, Health & Wellness, Financial & Retirement, Family & Parenting, Vacation & Time Off, Professional Development, Perks & Discounts. For this role specifically, benefits include: A flexible work environment, with remote, hybrid, and flexible scheduling options for many roles., A wellness program with a monthly stipend toward gym memberships, mental health resources, or fitness equipment, plus access to wellness apps., The chance to shape how a leading Salesforce-native PSA platform is sold in the age of agentic AI.. You can view more details on their CertCheck profile.

The day-to-day environment is guided by core values such as Genuine Collaboration and Ownership Mentality and Customer-First Thinking.

The company has committed to inclusive practices including: Customer-Centric Excellence and Inclusive and Empowering Workplace.

Certinia has a supportive and collaborative culture, recognized as a loved place to work by its team members.

Certinia currently has 5 open positions. You can view all current openings at certcheck.mostlovedworkplace.com/companies/certinia/jobs.

The interview process typically involves an initial recruiter screen followed by team interviews. Please contact Certinia's recruiting team for specific details on this role's process.

Apply for Principal Solution Engineer

Submit your application directly to the Certinia team. Let them know why you'd be a strong addition to their team.

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