Jobs at Intapp

Manages and grows a portfolio of mid-market private capital and investment banking clients using Intapp solutions. Responsibilities include retention and expansion, executive relationship management, strategic account planning, quarterly business reviews, client health monitoring, issue resolution, and cross-functional collaboration with Sales, Product, Services, and Customer Success.

Develop and enhance client-ready software products using C#, .NET, web technologies, and cloud solutions. Collaborate with product and engineering teams to deliver high-quality, performant, highly available features. Participate in code reviews, testing, quality initiatives, and agile development while mentoring less experienced engineers.

Own NetSuite requirements gathering, process design, fit-gap analysis, UAT, backlog prioritization, and stakeholder sign-off. Build and deploy routine customizations, workflows, saved searches, and SuiteScript 2.x scripts through a CI/CD pipeline. Support financial processes including Q2C, R2R, ARM, ASC 606, reporting, OneWorld consolidations, multi-currency, and intercompany operations. Manage permissions, documentation, governance monitoring, and configuration changes while escalating complex integrations and custom development.

Owns the strategy, roadmap, and execution for DealCloud workflow automation and integration capabilities. Partners with Engineering, Design, Sales, Support, and Product Marketing to translate customer needs into shipped products, define requirements, make trade-offs, launch capabilities, and drive adoption. The role also involves customer research, requirements gathering, platform understanding, and tracking product metrics to guide prioritization.

Implement and configure Intapp solutions in client environments, develop integrations using Boomi, Intapp Integrate, and SQL Server, translate requirements into workflows, troubleshoot APIs and system issues, manage concurrent implementation projects, conduct client workshops and training, and maintain technical documentation and quality standards.

Owns brand intelligence by designing brand health research, managing media and social listening, analyzing competitive and category trends, maintaining measurement dashboards, and translating quantitative and qualitative findings into recommendations. Partners with Creative, Communications, Product Marketing, Campaigns, and Marketing Operations to inform brand, storytelling, and go-to-market decisions. Builds research infrastructure and analytical practices within a newly established function.

Leads marketing’s AI transformation strategy and delivery, identifying high-value use cases, prioritizing investments, managing the AI roadmap and budget, and guiding solutions from intake through adoption. Defines requirements, evaluates vendors, makes build-versus-buy decisions, oversees pilots and rollouts, and establishes scalable governance, change management, and adoption practices. Partners with marketing teams, analytics, leadership, and the AI Council to ensure solutions deliver measurable business value and comply with enterprise governance standards.

Owns the administration, configuration, optimization, and integration of the company’s incentive compensation platform. Translates compensation plans into auditable system logic, manages crediting rules and payouts, develops reporting, troubleshoots data and calculation issues, and supports monthly accounting close. Partners with Sales Operations, IT, FP&A, Payroll, and HR while administering access controls under ITGC and SOX requirements. The role also contributes to system enhancements, Agile ceremonies, automation, documentation, and data integrity initiatives.

Leads enterprise Intapp software implementations as a functional consultant, analyzing business processes, designing and configuring solutions, documenting requirements, supporting technical implementation, training customers, and serving as a trusted subject matter expert. The role also supports related customer-facing operations and requires experience in risk, compliance, business analysis, consulting, practice management, or IT within professional firms.

Leads Client Services strategy and transformation initiatives, partnering with executive leadership to build roadmaps, manage cross-functional programs, and track risks, milestones, dependencies, and outcomes. Creates executive and Board presentations, conducts strategic research and competitive benchmarking, synthesizes data into recommendations, and facilitates alignment across Finance, Legal, Marketing, IT, Sales, and Product teams. Supports the SVP Client Services with high-priority initiatives and organizational transformation.

Generates and qualifies sales opportunities, follows up on inbound and marketing-generated leads, builds pipeline, researches prospects, and maintains accurate CRM data. Supports sales campaigns, events, reporting, and coordination between field sales and marketing teams. Conducts early-stage sales conversations, secures meetings and demos, and helps improve targeting and lead-generation quality.

Own partner ecosystem analytics and operations across 145+ partnerships. Define data architecture, metrics, reporting, dashboards, pipeline rollups, and performance insights. Manage data and technology partner processes, usage reporting, monetization analysis, and cross-functional alignment. Develop AI-powered reporting and operational workflows, predictive partner-performance signals, and automation that supports strategic decisions and revenue growth.

Build and operate production data pipelines and governed AI services using Python, dbt, Docker, Kubernetes, and AWS. Develop MCP servers and agentic workflows with secure access controls, evaluation, observability, and guardrails. Partner with stakeholders to deliver business solutions, review code, mentor engineers, and improve engineering standards. The role requires strong data engineering, SQL, cloud, infrastructure, and applied AI expertise.

Leads and grows Intapp’s partner ecosystem through co-selling, co-marketing, enablement, partner recruitment, and client satisfaction initiatives. Builds relationships with partners and internal stakeholders, manages program metrics and certifications, develops training and incentives, supports strategic services and license sales growth, and ensures partners follow deployment methodologies. The role requires substantial enterprise software partner-management experience, strategic selling ability, strong communication, negotiation, and cross-functional leadership skills.

Provide consultative technical support to Intapp DealCloud clients, resolve high-priority issues, educate users on training, configuration, workflows, and new processes, and deliver high-quality solutions. The role requires troubleshooting, communication, organization, and collaboration with clients. Experience with client success or technical/product support is required, while Zendesk and SQL experience is preferred.

Drive consultative prospect engagements and technical evaluations for enterprise software solutions. Demonstrate Intapp Celeste and AI capabilities, architect solutions across the Intapp portfolio, coordinate trials, RFIs, and RFPs, and support account strategy. Maintain product expertise, demo environments, and enablement materials while partnering with sales, product, consulting, and implementation teams to ensure successful customer outcomes.

Operate and evolve a Kubernetes platform supporting AI workloads, including model gateways, agent runtimes, and GPU-based inference. Manage cloud model access, routing, quotas, cost controls, tenant isolation, infrastructure as code, GitOps, observability, security, and audit logging. Support product teams through documentation, onboarding, and troubleshooting while prototyping self-hosted model serving.

Advises financial services clients on cloud, data integration, enterprise architecture, and AI adoption. Leads thought leadership, digital transformation workshops, technical demonstrations, architecture planning, AI-informed value propositions, RFP responses, and executive-level technology discussions. Serves as a technical subject matter expert for sales teams while gathering customer feedback and influencing product strategy. Requires extensive technology leadership, enterprise solution architecture, AI fluency, consulting ability, and strong communication skills.

Lead client data migrations into DealCloud, including requirements gathering, ETL, data mapping, transformation, loading, validation, reconciliation, QA, and go-live support. The role also supports platform configuration, technical solution design, project documentation, status reporting, escalations, and post-launch client assistance. Success requires strong data integration, analytical, communication, and prioritization skills, along with familiarity with SaaS, CRM, cloud platforms, APIs, and financial services workflows.

Leads IT portfolio strategy, annual investment planning, prioritization, operating-model governance, capacity allocation, vendor management, and program delivery. Partners with the CIO, FP&A, and business leaders to sequence investments, manage resources, govern delivery, track dependencies, and measure benefits realization. Oversees technical program managers and establishes standardized intake, status reporting, change control, release readiness, and executive reporting processes.