Finance ERP Lead
On-siteScholarion, Central Macedonia, Hellenic Republic
Job Summary
Conduct end-to-end school ERP onboarding engagements, managing discovery, configuration, UAT, and go-live for SIS and finance modules. Translate operational requirements into deployment frameworks while partnering with Product to pressure-test functionality against real workflows. Design and stand up the Customer Success operating model, including health scoring, adoption tracking, and renewal signals, alongside establishing post-go-live handover processes. Build foundational tools and reporting to support scale, while representing the voice of schools internally to feed configuration friction and feature requests back into product planning. Support pre-sales demonstrations and maintain demo-ready environments to strengthen confidence with prospective institutions.
Required Qualifications
- fully or partially qualified as a CA or CPA
- Demonstrated experience in customer success, implementation consulting or onboarding delivery within higher education or K–12 SIS/ERP SaaS environments
- Strong cross-module ERP knowledge spanning student/SIS administration, finance, HR or payroll, gained through hands-on consulting, business analysis or customer success roles
- Direct experience with CRM-based recruitment, admissions or enrolment solutions, and the ability to translate that experience into other platform contexts
- Track record of running structured success planning, executive business reviews and value-realisation conversations with senior institutional stakeholders
- Experience facilitating discovery workshops, capturing business requirements, and translating them into functional documentation, gap analysis and change requests
- Comfortable operating with significant autonomy in a role still being shaped — able to build process and structure rather than simply follow it
- Excellent written and verbal communication, with the ability to move fluently between technical configuration detail and executive-level conversation
Desired Qualifications
- Prior exposure to Microsoft Dynamics 365, Dataverse or comparable ERP platforms
- Familiarity with Australian K–12 schooling structures, including independent schools and the broader education SaaS landscape
- Experience designing or refining a customer success function from an early stage, rather than operating within an already mature one
- Background managing commercial portfolios with accountability for retention, expansion or net revenue retention outcomes
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