ERP Success Lead

mazeed · Philippines · posted today ago

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About this role

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 Lead is responsible for leading, coaching, and supporting the ERP Success function while also managing key enterprise accounts. In addition to overseeing complex onboarding, data migration, and technical support activities, this role provides subject matter expertise across ERP processes and implementations.

You remain hands-on, ensuring high-quality onboarding delivery, providing advanced technical support for complex cases, and acting as the escalation point for critical customer issues by diagnosing challenges and driving effective solutions. This role also plays an active part in the presales process by attending strategic sales demos, supporting the commercial team with ERP expertise, validating customer requirements, and advising on technical feasibility and solution design.

The ERP Success Lead plays a critical role in maximizing client value from the mazeed platform by combining strong financial acumen, deep technical knowledge, and leadership capabilities. The role works closely with Product, Sales, and Support teams to improve processes, support product feedback loops, and ensure the highest standards of delivery and team performance.

Primary Responsibilities

ERP Team Support

Support the ERP Success team in successful implementation SLA achievements, including daily operations, task allocation, and performance monitoring and client engagement

Client Onboarding & Data Migration

Lead and manage client onboarding, ensuring smooth setup, accurate configuration, and successful data migration of client accounts.
Prepare solution design documentation, a process map and implementation plans.
Attend Presales activities and manage any customization request

Financial Analysis & Advisory

Utilize financial expertise to understand each client’s business and financial model, goals, and challenges, providing tailored insights and recommendations.

Client Success & Partnership

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

Implementation & Process Optimization

Translate financial data and client workflows into actionable implementation plans that align with business objectives.
Support knowledge sharing within the team and contribute to internal documentation.

Cross-Functional Collaboration

Collaborate closely with product, operations, and support teams to ensure seamless execution and alignment on client needs.
Join the commercial team to identify client needs and deliver tailored product demos based on the industry and business model.

Performance Monitoring & Retention

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

Risk Identification & Problem Solving

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

Support & Issue Resolution

Manage and follow up on client support tickets, ensuring first call/chat resolution and clear communication between clients and internal departments.
Act as the voice of the customer—bring real-world insights to help shape roadmap and feature delivery.

Presales Support

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 to 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.

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:

Integrity
Customer Obsession
Simplicity
Growth Mindset
Innovation
Empowerment

Essential Skills and Qualifications

Bacherlors Degree in a relevant field, preferrably Accounting and Commerce
5 to 7 years' of experience in ERP implementation in customer-facing role
Hands-on onboarding expertise
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.
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