ERP Success Specialist at McLedger

Giza, Giza, Egypt -

Full Time

Start Date

Immediate

Expiry Date

28 Feb, 26

Salary

0.0

Posted On

30 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

ERP Experience, Financial Analysis, Client Onboarding, Data Migration, Problem Solving, Cross-Functional Collaboration, Customer Support, Data Visualization, Financial Reporting, Excel Proficiency, Client Success, Implementation, Process Optimization, Risk Identification, Communication Skills, Adaptability

Industry

Financial Services

Description

Company Description Are you ready to join a dynamic team that's transforming the way small businesses manage their finances? At mazeed, we're not just offering a service; we're providing a lifeline to micro and small-sized enterprises. Our multi-faceted platform is the key to helping these businesses keep their financial records in check, issuing invoices promptly, and making informed decisions. We're the trusted extension of their team, their Finance & Accounting Department. Our core values of Integrity, People Growth, Customer Centric, Global Mindset, Innovation, and Adaptability are the foundation upon which we've built our success. We're not just looking for someone who can fill a role, but someone who can align with these values, adding their unique perspective to our team. Job Description Job Purpose: ERP Success Specialist ensures that clients achieve maximum value from mazeed’s 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 client’s 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 you're excited to embark on this journey with us, to be part of an innovative team that's changing the game for small businesses, we encourage you to apply. At mazeed, we don't 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, we'll 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.

Responsibilities

The ERP Success Specialist ensures clients achieve maximum value from the financial management platform by leading onboarding, data migration, and ongoing success management. This role involves collaborating with internal teams to optimize financial operations and drive client satisfaction.