Working together with the Onboarding team and the CS Ops team, you will have a direct relationship with clients and you will provide regular feedback to the Product team. Your mission will consist of assisting clients in their implementation of Agicap solution’s key features (banking and data integration).For that purpose, you will be responsible for :

Integrate customer data (70%):

Collect and integrate client’s data from various sources (banks, accounting tools)

Connect client’s banks

Arrange the data into a format that can be imported into Agicap

Build the team (15%):

Contribute to the creation of the Customer Success Technical team

Train new Customer Success Managers on customer data integration processes

Build a library of i to process customer data in a scalable way

Contribute to build Agicap’s knowledge management on banking aggregation

Build a wiki of best practices and key processes

Contribute to scale the processes by defining, improving and automating the way we collect and transform customer data for import

Contribute to the product development (15%):

Become the reference within the Customer Success department for customer data import, banking aggregation and act as the point of contact for the Product team

Provide structured and quantitative product feedbacks to help prioritise customer data integration features and banking aggregations

This position is also the gateway to many opportunities within the Customer Success department, the Product department, and Agicap in general.

• You graduated from an engineering or business school

• You are at minimum an intermediaire speaker in Spanish and fluent in English

• You have an excellent command of Excel (incl. VBA) ;

• You have experience in automating data processing via VBA or other languages

• You are a team player and want to share your knowledge

• You are willing to develop your customer interactions skills

• You are curious and a fast-learner

• You have developed excellent oral and written communication skills

• You are ambitious and the start-up mindset appeals to you

• You are ready to give it your all for a project you fully adhere to

HOW DO YOU BECOME PART OF THE TEAM?

Our interview process takes an average of 2 weeks and generally consists of

∙ First meeting with the Talent Acquisition team

∙ A role play or case study with the respective department

∙ Final round with management (and sometimes C-level decision-maker)

A transparent and fast process is a top priority for us - we therefore endeavour to respond to all applications within 48 hours.

At Agicap, we believe that true innovation thrives in an environment where everyone feels valued and included. We’re committed to building a diverse team that reflects the variety of perspectives in our world. If you’re excited about this role but don’t meet every requirement, don’t let that stop you from applying—we want to hear from you! We welcome applications from all backgrounds. Join us in creating a workplace of inclusiveness.

See you soon, your Agicap Lisbon team!