Fenergo CLM Configurator

Job#: 3021360

Job Description:
Role: Fenergo CLM Consultant (Configuration & Techno-Functional)
Overview

We're seeking a hands-on Fenergo CLM Consultant to lead configuration and delivery within a large, enterprise-scale Client Lifecycle Management (CLM) transformation. You will translate complex onboarding, KYC/AML, and regulatory requirements into configurable workflows, rules, UI models, and integrations on the Fenergo platform. This role is onsite/hybrid for deep collaboration with product owners and business stakeholders during critical design and delivery phases, and it includes knowledge-transfer to internal and offshore teams as the operating model scales.

This is a consulting engagement requiring a practitioner who is equally comfortable gathering requirements with business SMEs and implementing those requirements in Fenergo-rapidly, iteratively, and with high quality. You will operate within an Agile framework, provide clear estimations, and demo working configurations every sprint to drive adoption and accelerate time-to-value.
What You'll Do (High Impact Areas)

• Own end-to-end Fenergo configuration: Convert epics and user stories into platform configurations-workflows, data models, rules, UI components, and document templates-aligned to CLM outcomes (digital onboarding, customer due diligence, periodic refresh, reviews).
• Design resilient client journeys: Use Fenergo's modular capabilities (e.g., Flow Studio, External Adapters, Access Layers, Journey Launchpads) to model business processes with a focus on straight-through processing, exception handling, and auditability.
• Drive functional demos & adoption: Lead sprint demos for business stakeholders, gather structured feedback, and close the loop by updating user stories, rules, and UI to meet acceptance criteria.
• Guide integration patterns: Partner with API and data teams on upstream/downstream flows (KYC/AML providers, CRM, MDM/party data, document repositories). Support mapping, test data, and non-functional requirements (latency, retries, idempotency).
• Harden compliance outcomes: Ensure configurations and controls support regulatory obligations (e.g., CDD, EDD, FATCA, CRS) and institutional policy, with traceability from requirement rule evidence.
• Ship in sprints: Participate in standups, planning, grooming, and retros. Provide estimates, surface dependencies/risks early, and maintain a predictable delivery cadence.
• Quality & SDLC discipline: Author configuration design docs, mapping specs, and test cases; support unit/integration testing; assist with release readiness, deployment activities, and post-deployment validation.
• Scale knowledge: Create playbooks, standards, and reusable patterns; mentor internal and offshore teammates to raise overall platform velocity and consistency.

Day-to-Day (What Work Actually Looks Like)

• Refining user stories with product owners and compliance partners; aligning acceptance criteria to measurable outcomes (e.g., onboarding cycle time, pass-rate of automated checks).
• Configuring Fenergo workflows and UI models for specific client journeys (e.g., onboarding for entity types, refresh triggers, remediation flows).
• Implementing rules and validations to reflect KYC/AML policies; maintaining version-controlled configuration with clear documentation.
• Collaborating with API teams to test integrations (REST/JSON/XML), reviewing response contracts, error handling, and retries.
• Preparing sprint demos that show business value (end-to-end flow), gathering feedback, and translating it into actionable configuration updates.
• Supporting non-prod environments for SIT/UAT; triaging defects; working with QA on test data, boundary cases, and regression coverage.
• Contributing to release notes, change requests, and KT artifacts for broader enablement across onshore/offshore teams.

Required Background (What We'll Look For)

• Fenergo CLM Platform: 3-4+ years hands-on configuration and customization across modules (onboarding, KYC/AML, outreach, document management, periodic review).
• Core Fenergo Components: 1-2+ years with Flow Studio, External Adapters, Access Layers, Journey Launchpads-and a practical understanding of how these interact across the CLM ecosystem.
• API & Integration Experience: 3+ years with RESTful patterns; ability to read/author specs and collaborate with engineers on Spring Boot (or equivalent) implementations; fluency in JSON/YAML/XML.
• Software Engineering & SDLC: 3+ years working through full lifecycle (requirements technical design build test deploy), with strong version control and modularization discipline.
• Business/Regulatory Acumen: Ability to map onboarding, KYC/AML policy, and operational workflows into configurable rules and journeys; comfort discussing CDD/EDD concepts with compliance.
• Agile Delivery: 2+ years collaborating in Agile/Scrum, providing estimates, managing dependencies, and delivering increments reliably each sprint.
• Problem Solving: Strong diagnostics across configuration, data, and integration boundaries; capable of breaking down complex flows into testable units.

Preferred (Nice-to-Have)

• Familiarity with KYC/AML frameworks (CDD, EDD, FATCA, CRS) and evidence/audit expectations.
• Experience with DevOps toolchains (Git, Jenkins, Azure DevOps), work management (Jira/Confluence), and basic scripting for utilities (JavaScript for UI logic, simple XML transforms).
• Working knowledge of relational databases (SQL Server/Oracle/PostgreSQL) for data mapping, lookups, and validation.
• Exposure to non-functional design (performance, resiliency patterns, timeouts/retries, idempotency) in integration-heavy platforms.

EEO Employer

Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at or .

Apex Systems is a world-class IT services company that serves thousands of clients across the globe. When you join Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRated's Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico. Apex uses a virtual recruiter as part of the application process. Click for more details.

Apex Benefits Overview: Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Apex team member can provide.