At Inetum you have space to grow and boost your talent!
Step into a key frontline role supporting users a major CLM/CRM platform used across an international banking environment. You’ll be the go‑to expert for diagnosing issues, guiding users, and ensuring smooth integration between the platform and the core banking system.
Location: Lisbon
What You’ll Do:
- Serve as the primary contact for users encountering functional or technical issues on the CLM/CRM tool.
- Investigate incidents to identify whether they stem from user actions, system behavior, or data exchanges with the core banking platform.
- Analyze integration messages and perform queries within MS Dynamics.
- Collaborate directly with users, including screen‑sharing sessions to pinpoint problems.
- Escalate complex cases to Level 2 support and follow-up until resolution.
- Coordinate with internal teams and external providers to drive timely fixes.
- Document incidents and contribute to continuous improvement of support processes.
Qualifications
What You Bring:
- Minimum 5 years in a similar functional support or client‑facing role (preferably in a Banking environment and related to KYC processes).
- Understanding of KYC and onboarding processes (mandatory).
- Experience in financial services or CRM/CLM environments is a strong advantage.
- Solid experience with Jira and Confluence (user level).
- Strong command of O365 tools.
- Fluency in English and French (mandatory).
Personal Strengths:
- Curiosity for both functional and technical topics.
- Customer‑oriented mindset.
- Autonomous, reliable, and methodical.
Additional Information
(Hybrid work, with 2/3 days of work in the office in LISBON per week)
Are you the one?!
Send your CV & Join our team!
About the Company
Inetum is a global leader in IT services, dedicated to providing innovative solutions to our clients. We are committed to fostering a dynamic, inclusive workplace that values diversity, where creativity and collaboration thrive. We operate in 19 countries with more than 28,000 employees worldwide.
If you are looking for a dynamic, innovative, and technology-driven company, Inetum is the place for you! Come be Inetum!
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