Agicap is hiring a

Customer Success Tech, Bank & Data Integration - US Launch

Lisbon, Portugal
Full-Time
šŸŒž What you will do :

Our success story is based on a unique customer-centric culture, an innovative product and excellence of our teams. You will join the Customer Success team, which is responsible for training, platform customization, and ongoing support for our clients throughout their time with Agicap!

As a member of the Customer Success Tech team, you are the link between our two largest departments: Sales (negotiation and contract signing) and Customer Success. Moreover, you will be the first CS Tech at Agicap to work for the US Market and support our rapidly growing customer base! This is a great opportunity to participate in the creation of the International CS Tech team in Lisbon.

Your missions:
In collaboration with the Customer Success, Sales, Product, and Tech teams, your mission will be to enable the client to access all the necessary information for their cash flow management on the platform in the shortest possible time.
You will be in charge of:

1. Integrating customer data:
For our new clients, you are the technical expert responsible for helping them define the data to be integrated into the tool and the best method to do so. Your intervention is therefore key for customer satisfaction and long-term retention.

To best support them, it is important to:
- Understand the technical and financial needs of B2B clients in all sectors
- Master the tools that allow for a good connection between our clients' information systems and Agicap (EDITRAN, Excel matrices, API, EBICS, bank connectors, SFTP)
- Be proactive in proposing solutions to our clients that best meet their needs, considering technical constraints
- Communicate with stakeholders (internal and external) to ensure the rapid implementation of Agicap

2. Participate in team development and process construction
- You will contribute to the creation of the first US CS Tech team in Lisbon
- You will contribute to the continuous improvement of our processes and tools
- You will set up the necessary documentation to enable knowledge transfer within the team
- As a true internal representative of the client, you will be responsible for reporting needs to the product teams to help them prioritize new features.

In addition, you will have opportunities for specialization depending on your interests:
- Expert in bank connectivity (PSD2, EBICS, SWIFT, SFTP Server)
- Expert in third-party software connectivity (accounting, invoicing)What makes our job beautiful: the diversity of interlocutors (experts, CEOs...) and interactions we have internally and externally, as well as our key positioning within the Customer Success department, which allows us to position ourselves as experts serving our clients and colleagues.

The position may also lead to numerous career opportunities within Agicap and is an excellent gateway to the fast-growing fintech world.

What we are looking for:

  • You have successfully completed your university degree (Bachelor's or Master's) in business or engineering
  • You speak English fluently
  • You are versatile and enjoy: project management, customer relations, teamwork
  • You know how to: prioritize, organize, and communicate
  • You are curious, ambitious, and attracted to the start-up mindset
  • You enjoy facing new challenges and understanding technical aspects to better address them
  • You have a good command of Excel
  • Previous experience in software implementation is a plus

What we offer:

  • A key moment to join a fast-growing startup and participate in the creation of our new International Hub in Lisbon (opening in April 2023)
  • An entrepreneurial, empowering, and highly educational environment with a lot of autonomy
  • A daily challenge working with SME leaders and CEOs
  • A supportive and passionate work atmosphere with a true team spirit to propel Agicap internationally
  • Regular after-work event with the team

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