Workday PSA (Lead to Cash) Specialist
Core
Provide hands-on support for Workday PSA (Lead to Cash) including customer contracts, projects, billing, and project financials.
Role type
Workday PSA (Lead to Cash) Specialist
Builds
Workday PSA configurations and Contract-to-Cash processes
Domain
Fund administration / Middle office solutions
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Workday PSA (projects, contracts, billing), integration troubleshooting (Salesforce ↔ Workday), Contract-to-Cash processes, project-based billing models, root cause analysis, system reconciliation
Preferred skills
Process standardization, optimization, and simplification, impact assessment of new releases
Technologies
Workday, Salesforce
Responsibilities
Support end-to-end Contract-to-Cash processes within Workday, Ensure PSA configurations align with Finance, Revenue, and operational requirements, Perform root cause analysis for integration failures and data discrepancies, Troubleshoot integration issues related to Customer and contract data, Support reconciliation between Workday and upstream/downstream systems, Assess impact on Workday Lead to Cash and Projects/Billing Functional areas based on new releases
Seniority
Individual Contributor
