ERP Success Specialist

Job Purpose:
ERP Success Specialist ensures that clients achieve maximum value from mazeeds financial management platform by leading seamless onboarding data migration and ongoing success management. This role bridges financial expertise with technology enabling clients to optimize their financial operations drive adoption and achieve measurable outcomes through proactive support and cross-functional collaboration with internal teams while also attending pre-sales activities.

 

Client Onboarding & Data Migration (20%)

• Lead and manage client onboarding ensuring smooth setup accurate configuration and successful data migration of client accounts.

Financial Analysis & Advisory (10%)

• Utilize financial expertise to understand each clients Business and financial model goals and challenges providing tailored insights and recommendation

Client Success & Partnership (10%)

• Serve as a financial advisor and success partner guiding clients on best practices to ensure long-term satisfaction and retention.

Implementation & Process Optimization (10%)

• Translate financial data and client workflows into actionable implementation plans that align with business objectives.

Cross-Functional Collaboration (10%)

• Collaborate closely with commercial Product Operations and Support departments to ensure seamless execution and alignment on client needs.

Performance Monitoring & Retention (10%)

• Monitor account performance adoption and financial outcomes to drive retention engagement and satisfaction.

Risk Identification & Problem Solving (10%)

• Identify risks or areas for improvement and proactively offer effective data-driven solutions.

Support & Issue Resolution (10%)

• Manage and follow up on client support tickets ensuring first call/chat resolution and clear communication between clients and internal departments.

Presales Support (10%)

• Attend sales demos as the ERP subject matter expert to support the commercial team.
• Analyze client business needs in real time during demos and translate them into ERP use cases.
• Handle customer functional and technical questions live during sales meetings and demos.
• Assess and validate customer customization requests and advise on feasibility effort and product fit.
• Support solution positioning by mapping customer requirements to Mazeed ERP modules and features.
• Document presales findings and requirements to ensure smooth handover to onboarding and implementation teams.

Qualifications :

• 1-3 years of experience in a customer facing role capitalising on ERP experience
• ERP experience
• Finance or Accounting background
• This is an international client interfacing role advanced English communication skills (C1) is a must
• Familiarity with ERP platforms (e.g. Odoo SAP Oracle or Microsoft Dynamics).
• Understanding of financial reporting data analysis and ERP workflows.
• Proficient in Excel or knowledge of data visualization tools (Power BI Tableau) is a plus.
• Basic understanding of data migration processes and ERP configuration steps.

Additional Information :

If youre excited to embark on this journey with us to be part of an innovative team thats changing the game for small businesses we encourage you to apply. At mazeed we dont just hire employees; we welcome team members who share our values and vision. Join us in making a real impact on the financial well-being of small enterprises while advancing your own career. Your success is our success and together well reach new heights in the world of finance and accounting.

Join our mazeed Family and enjoy a comprehensive benefits package that includes competitive compensation comprehensive health coverage professional development opportunities work-life balance initiatives an inclusive company culture and performance bonuses and incentives. We prioritize the well-being and growth of our employees and strive to create a supportive and rewarding work environment.

Remote Work :

No

Employment Type :

Full-time