Client Services Operations Analyst

Posted:
12/4/2024, 7:14:24 AM

Location(s):
Lisbon, Portugal

Experience Level(s):
Junior ⋅ Mid Level ⋅ Senior

Field(s):
Operations & Logistics

Workplace Type:
Hybrid

About Intapp:

Intapp, based in Silicon Valley, is a leader in Vertical AI SaaS solutions, collaborating with the world’s top firms globally across accounting, consulting, investment banking, legal, private capital, and real assets. With 20+ years of industry expertise, Intapp's "Intelligence Applied" approach is transforming how businesses operate and leverages a strategic partnership with Microsoft in delivering industry cloud solutions. The company culture promotes accountability, responsibility, and growth in a diverse, inclusive, and collaborative environment. Since going public in 2021 and trading on the NASDAQ, Intapp has expanded to over 1,200 employees globally with development centers in Palo Alto, Charlotte, Belfast, Berlin and Lisbon.

About Lisbon:

Intapp is excited to expand its Research & Development center in Lisbon, aiming to add 50 new team members in the next year. Lisbon’s tech ecosystem and vibrant community make it an ideal destination for engineers and tech professionals from around the world. The city's reputation for innovation aligns perfectly with Intapp’s mission to leverage AI and cloud-based solutions. Lisbon offers an ideal work-life balance and quality of life, making it an attractive city for top talent. Joining Intapp in Lisbon provides a unique opportunity to help shape the new flagship development center and contribute to high-impact projects in a thriving tech environment.

What you will do:

  • Daily responsibility for setting up Client Services projects in our Professional Services Automation tool, OpenAir.
  • Providing first line technical support to the Client Services organization by responding to issues and requests reported in our ticketing system. Ticket Types you will be asked to support may include, but are not limited to:
    • System user setup and deactivation across various tools
    • Services project issues
    • Project budget adjustments
    • Timecard adjustments
    • General system inquiries
  • Efficiently triaging and escalating issues to other internal teams as needed. Adjacent teams include IT, Business Applications, Finance, Product and other individuals in the extended Services Operations team.
  • Developing system expertise and familiarity with business processes to proactively identify systems/process enhancements to drive productivity and efficiency.
  • Creating basic reports as the business needs.

What you will need:

  • Bachelor’s degree or equivalent work experience. Preference given to Client Services, Operations Management, and Information Systems studies and experience.
  • Experience working with systems like: Salesforce, OpenAir, FreshService, JIRA, Sharepoint and/or system integrations is a plus.
  • Customer-focused, with a sense of urgency and an aptitude to make things as effortless as possible for the customer and services delivery team.
  • Comfortable with analyzing data and working in Excel.
  • Strong attention to detail to ensure accurate and high-quality service delivery.
  • Good interpersonal and communications skills. 
  • Ability to work in fast-paced environment, multi-task and meet agreed upon SLAs.

What you'll gain at Intapp:

Our culture at Intapp emphasizes accountability, responsibility, and growth. We support each other in a positive, open atmosphere that fosters creativity, approachability, and teamwork. We’re committed to creating a modern work environment that’s connected yet flexible, supporting both professional success and work-life balance. In return for your passion, commitment, and collaborative approach, we offer:

  • A state-of-the-art facility with fully stocked kitchen – only 2-minute walk to/from Gare do Oriente
  • A hybrid work system supporting agile and flexible hours.
  • Attractive compensation – including competitive base pay and performance based variable pay
  • Equity/Stock in Intapp
  • Opportunity to travel to other development centers for product training and cross-site collaboration.
  • One time home office stipend
  • Generous paid parental leave (including adoptive leave), marriage leave, bereavement leave, carer's leave and paid sick days.
  • Meal allowance.
  • Reimbursement for training towards continuing education

#Li-MT1

Intapp provides equal employment opportunities to all qualified applicants and will make hiring decisions without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, political affiliation, or any other characteristic protected by federal, state or local laws. All offers are contingent upon passing a criminal history and other background checks if applicable to the position.

Please note: Intapp will not hire through text message, social media, or email alone. We will never extend a job offer unless you have been contacted directly by an Intapp recruiter and have participated in the interview process which will generally consist of 3 or more virtual or in person meetings. Please note that Intapp only uses company email addresses, which contain “@intapp.com” or “@dealcloud.com” to communicate with candidates via email. Intapp will never ask for financial information of any kind or for any payment during the job application process. We post all legitimate job openings on the Intapp Career Site at https://www.intapp.com/working-at-intapp/. If you believe you were a victim of such a scam, you may contact your local authorities. Intapp is not responsible for any claims, losses, damages, or expenses resulting from scammers.

Intapp

Website: http://www.intapp.com/

Headquarter Location: Palo Alto, California, United States

Employee Count: 501-1000

Year Founded: 2000

IPO Status: Public

Last Funding Type: Private Equity

Industries: Business Development ⋅ Consulting ⋅ Data Integration ⋅ Financial Services ⋅ Legal ⋅ Professional Services ⋅ Risk Management ⋅ Software