Customer Master Data Specialist

Oversee the end-to-end new account setup lifecycle, ensuring seamless coordination between Sales, Warehouse, Credit, Finance, Tax, and Legal teams.

Documentation Verification: Verify, collect, and validate all required onboarding documentation (e.g., credit applications, W-9 / tax exemption certificates, bank details, legal agreements) prior to system entry.

Enforce strict compliance with internal control policies, regulatory standards (e.g., GDPR, SOX), and risk mitigation protocols.

Standard Operating Procedures (SOPs): Author, regularly update, and enforce SOPs and work instructions for Customer Master Data workflows.

Identify operational bottlenecks and implement continuous process improvements to streamline account setup and data maintenance.

Provide training, guidance, and support to cross-functional stakeholders on master data policies, workflows, and documentation requirements.

Act as the key liaison between Sales, Customer Service, Billing, Credit & Collections, and IT to align data structures with business needs.

Partner with IT and SAP deployment teams during system upgrades, migrations, or testing (UAT) related to customer master data architecture.

Monitor key performance indicators (KPIs) such as request turn-around times, data accuracy rates, and document completion metrics.

Education: Bachelor’s degree in Business, Information Systems, Finance, Supply Chain, or a related field (or equivalent work experience).

Experience: 3–5+ years of hands-on experience managing Master Data (specifically Customer Master) in SAP (ECC or S/4HANA).

Process Focus: Proven experience writing, maintaining, and training teams on Standard Operating Procedures (SOPs).

Attention to Detail: Deep experience reviewing legal, financial, and tax documentation for onboarding compliance.

Communication: Strong verbal and written communication skills to effectively collaborate with stakeholders across Sales, Finance, and IT.

Familiarity with SAP partner functions, customer hierarchies, and SD/FI integration points.

Experience with master data management (MDM) tools, workflow engines, or SAP MDG (Master Data Governance).

Strong working knowledge of Microsoft Excel (VLOOKUPs, Pivot Tables) for data analysis and mass uploads.

SLA Adherence: Turnaround time for new customer account creation and updates.

Data Accuracy: Error rates in customer records impacting downstream sales orders or invoices.

Audit & Compliance: Percentage of active accounts with 100% complete, verified documentation on file.

SOP Currency: Timely execution of annual SOP reviews and process updates.

Positive - Ability to view all situations with a positive attitude.

Accountable – takes ownership for responsibilities, acknowledges and learns from mistakes

Innovative - Ability to look beyond the standard solutions and "think outside the box".

Independent – Must be self-motivated and able to manage obligations without direct supervision

Assertiveness - Ability to act in a self-confident manner to facilitate completion of a work assignment or to defend a position or idea.

Communication - Ability to communicate effectively with others using spoken and written word clearly and concisely.

Customer Oriented - Ability to take care of the customers’ needs while following company procedures.

Enthusiastic - Ability to bring energy to the performance of a task.

Self Motivated - Ability to be internally inspired to perform a task to the best of ones ability using his or her own drive or initiative.