Fenergo CLM Test Analyst / Test Lead

PROGRAMME CONTEXT

Capitex is sourcing specialist resource into the Testing workstream of a live Fenergo (Fenx) CLM implementation. The programme is delivering client lifecycle management, KYC/CDD and onboarding capability for a regulated financial institution, with the Testing workstream responsible for validating the configured solution end-to-end ahead of release.

This role provides hands-on testing depth across functional, integration and user acceptance testing, working alongside the configuration and data workstreams to assure a compliant, high-quality delivery.

ROLE OVERVIEW

The Test Analyst / Lead owns functional testing and UAT of the configured Fenergo solution — validating rules, workflows, data and integrations against requirements. The role defines the test approach, builds and executes test cases, manages defects, and supports business users through acceptance and Go/No-Go.

KEY RESPONSIBILITIES

• Develop test strategy, test plans, test cases and scripts from requirements, functional specifications and configured design.
• Execute functional, system, integration and regression testing of the Fenergo configuration — rules engine, workflow / lifecycle journeys and screens.
• Validate migrated and integrated data (source-to-target) in partnership with the Data workstream.
• Plan, coordinate and support User Acceptance Testing (UAT) with business users; prepare test data and provide hands-on support.
• Own defect management end-to-end — logging, triage, root-cause analysis and retest — to resolution.
• Produce test evidence, coverage metrics and acceptance notes; contribute to Go/No-Go decisions and final sign-off.
• Where relevant, support test automation and shift-left practices to improve coverage and efficiency.

ESSENTIAL EXPERIENCE

• Hands-on testing experience on a Fenergo (CLM) implementation.
• Strong functional testing and UAT across the full STLC on enterprise platform delivery.
• Experience validating configured rules engines, workflows and lifecycle journeys.
• KYC / CDD / AML domain knowledge — able to test business logic and controls, not just screens.
• Confident with test management / defect tooling (e.g. JIRA / Xray, HP ALM, Azure DevOps).

DESIRABLE

• Data migration / ETL testing and SQL for source-to-target validation.
• Test automation experience (e.g. TOSCA, Selenium / Specflow) and CI/CD pipelines.
• Banking / Corporate & Institutional or Private/Wealth experience.
• SC clearance (or eligibility).
• Test lead experience — defining approach, estimation and managing QA resources.

TOOLS & TECHNICAL ENVIRONMENT

Fenergo CLM, JIRA / Xray / Confluence, HP ALM, Azure DevOps; SQL (Oracle / SQL Server) for data validation; Agile (Scrum / Kanban) delivery environment.