ERP Success Specialist

About us

mazeed is a financial management platform that helps businesses automate accounting, simplify tax compliance, and stay ready for e-invoicing through a combination of localized software (SaaS) and Finance-as-a-Service (FaaS). We work with SMEs and growing companies across the GCC, enabling them to operate with clarity, control, and confidence.

We are building the infrastructure for the next phase of financial compliance and digital transformation in the region, with a strong focus on e-invoicing and scalable financial operations

Job Purpose

The ERP Success Specialist is responsible for ensuring a smooth client journey from onboarding to long-term success. This role focuses on driving system adoption, optimizing client processes, and delivering continuous value through financial insight and strong relationship management. The specialist acts as a key point of contact, aligning client needs with ERP capabilities to maximize satisfaction and retention.

Primary Responsibilities

Client Onboarding & Data Migration

• Lead client onboarding, ensuring accurate system setup and successful data migration.

Financial Analysis & Advisory

• Understand client business models, financial structures, and objectives.

• Provide tailored recommendations to improve financial processes and system usage.

Client Success & Partnership

• Act as a trusted partner to clients, supporting their ongoing success.

• Guide clients on best practices to maximize system value and efficiency.

Implementation & Process Optimization

• Translate client workflows and financial data into effective system configurations.

Cross-Functional Collaboration

• Collaborate with commercial, product, operations, and support teams to align on client needs and deliver solutions.

Performance Monitoring & Retention

• Track client performance, system adoption, and engagement levels.

• Drive retention and client satisfaction through continuous follow-up and improvement.

Risk Identification & Problem Solving

• Identify potential risks or inefficiencies and provide proactive, data-driven solutions.

Support & Issue Resolution

• Manage client support tickets and ensure timely resolution.

• Maintain clear communication between clients and internal teams.

Presales Support

• Support the commercial team during demos as an ERP subject matter expert.

• Analyze client needs and translate them into practical ERP use cases.

• Handle functional and technical questions during demos.

• Evaluate customization requests and advise on feasibility and product fit.

• Map client requirements to ERP features and modules.

• Document requirements to ensure smooth handover to onboarding teams.

Core Values

Being a mazeeder, our promise to customers, internal teams, HR and Leadership is to demonstrate our core values in our daily interactions and quality of work:

1. Integrity

2. Customer Obsession

3. Simplicity

4. Growth Mindset

5. Innovation

6. Empowerment

Essential Skills and Qualifications

• 1-3 years of experience in a customer facing role, capitalising on ERP experience

• Finance or Accounting background.

• 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.

• Basic understanding of data migration processes and ERP configuration steps.

Desirable Skills and Qualifications

• Proficient in Excel or knowledge of data visualization tools (Power BI, Tableau) is a plus.

• HubSpot Knowledge is a plus.