Implementation Analyst

Implementation Analyst

NYC – hybrid , 3 days p/w in the office

Position Summary

The Implementation Analyst works with an energetic professional services team and will be responsible for designing and configuring the DealCloud platform for our clients in response to their specific business requirements. This position is a mix of client-facing consultative work and behind-the-scenes platform design, configuration, data analysis, and data manipulation. The Implementation Analyst should demonstrate passion in and a desire to become skilled in four broad areas:

Technology: As a market-leading Software as a Service (SaaS) company, the Implementation Analyst will be working with cutting edge technology solutions. 

Client-facing skills: Day-to-day responsibilities involve communicating with clients, both on the phone or via email. 

Private Capital Markets: To speak confidently and authoritatively to our clients, the Implementation Analyst must either have knowledge in, or be willing to learn about private equity and investment banking front office business operations.

Data: Analyzing and understanding client data is an important factor that influences a client's system design; as such, the Implementation Analyst must be eager to understand data relationships and the interplay between data and business requirements.

Essential Functions:

Manage and lead multiple client implementations concurrently with accountability for client communications, weekly status reports and escalation mitigation updates

Participate in requirement gathering sessions onsite at client offices or virtually via web conferencing (potential travel up to 30%)

Configuration of the platform based on client requirements gathered during client sessions

Analyze client legacy data sets to understand the impact of the data on system design

Utilize Microsoft Excel to map, collate, and normalize and import disparate data sets

Properly utilize escalation process and provide consistent communication on escalations internally

Responsible for internal project management task completion, including but not limited to:

o Keeping internal systems updated

o Accurate and timely entry of utilization hours

o Project Timelines

o Ensure all in-scope requirements are met during implementation

o Budget

· Providing consultative system design and industry best practice recommendations to our clients throughout an implementation

· Serve in supporting capacity on more complex projects led by more tenured implementation consultants

Required Experience & Skills

· 1-3 years of experience in software implementation delivery or professional services

· Understanding of basic database design and structure

A background/interest in private equity and investment banking front office business operations

· Organization, effective time management, and ability to multi-task

· Passion for delivering high quality outcomes

· Strong analytical and creative problem-solving abilities

· Comfort with Microsoft Excel, familiarity with basic Excel functions

· Ability to adapt to rapidly evolving situations

· Ability to work under tight deadlines

· Experience working as part of a team

· Strong sense of personal responsibility and ownership over your work

· Willingness and love of learning new technology, new processes and procedures, and new business models to create value for our clients
 

Preferred Experience & Skills

· Broad understanding of private capital and/or investment banking markets

· Ability to provide entry level consultative skills

Bachelors degree in Management Information Systems, Business Admin or related

Demonstrated leadership experience

· General CRM knowledge

What you will 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:

• Competitive base salary plus variable compensation and equity
• Generous paid parental leave, including adoptive leave
• Traditional comprehensive benefits, plus:
  • Generous Paid Time Off
  • Tuition reimbursement plan
  • Family Formation benefit offered by Carrot
  • Wellness programs and benefits provided by Modern Health
  • Paid volunteer time off and donation matching for the causes you care about
• Opportunities for personal growth and professional development supported by a community of talented professionals
• An open, collaborative environment where your background and contributions are valued
• Experience at a growing public company where you can make an impact and achieve your goals
• Open offices and kitchens stocked with beverages and snacks

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Your actual base salary will be determined by factors such as relevant experience, geographic location, and internal equity. In addition to base salary, variable compensation and equity may also be included.

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.