- Lead enterprise engagements — serve as the primary lead for PE and IB clients from scoping through delivery
- Design and implement solutions — architect scalable platform configurations that address complex business challenges
- Drive data strategy — analyze legacy data sets and lead migration planning to ensure long-term usability
- Own quality and escalations — lead QA efforts and manage client escalations to maintain delivery integrity
- Support pre-sales — contribute to scoping conversations and align proposed solutions with client needs
- Elevate the team — share expertise, mentor junior consultants, and model best practices across engagements
- 5–8+ yrs Client-facing enterprise SaaS implementation, with a track record of leading complex engagements
- 3–5 yrs Private equity, investment banking, or related financial services experience
- Familiarity with DealCloud platform best practices and enterprise SaaS implementation methodologies.
- Proven track record leading enterprise software implementations in high-stakes environments
- Strong analytical skills; able to translate complex requirements into scalable solutions
- Advanced Excel proficiency and familiarity with SaaS platforms and data architecture
- Exceptional communicator — equally effective in C-suite workshops and technical design reviews
- Self-directed, organized, and collaborative with experience supporting cross-functional teams
- Master’s degree in business, technology, or a related field.
- Experience with SQL or relational database concepts.
- Demonstrated success in elevating delivery quality through collaboration and knowledge sharing.
- Expand Your Skills: Unlock your potential with professional development opportunities supported by a community of experienced professionals. We offer reimbursement for training and continuing education to help you stay ahead in your career.
- Enjoy Where You Work: Thrive in our modern, open offices designed to inspire creativity and collaboration. Our complimentary lunches and fully stocked kitchens ensure you have everything you need to stay energized throughout the day.
- Support What Matters Most: Our comprehensive wellness and flexible time off programs and our benefits are designed to care for you and your family. Our family-formation benefits and support during your family-building journey ensure you have the resources you need when it matters most. We believe in giving back and supporting our communities with paid volunteer time off and a donation matching program for the causes you care about.
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.
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.
Skills Required
- 5-8+ years of client-facing, project-based software implementation experience, leading complex enterprise engagements.
- 3-5 years of experience in private equity, investment banking, or related financial services.
- Bachelor's degree in information systems, Business Administration, or equivalent experience.
- Proven ability to build trust and deliver strategic value in high-stakes client environments.
- Advanced proficiency in Microsoft Excel.
- Familiarity with SaaS platforms and data architecture.
- Strong analytical skills; translate complex requirements into scalable solutions.
- Exceptional communication and facilitation skills; lead client workshops and collaborate internally.
- Highly organized, adaptable, and able to manage multiple priorities under pressure.
- Collaborative mindset with experience supporting team development and cross-functional initiatives.
- Self-directed, proactive, with commitment to excellence and client success.
- Passion for continuous learning and innovation in technology and industry trends.
- Experience leading strategic enterprise engagements and solution design for complex clients.
- Master's degree in business, technology, or related field.
- Experience with SQL or relational database concepts.
- Familiarity with DealCloud platform best practices and enterprise SaaS implementation methodologies.
- Demonstrated success in elevating delivery quality through collaboration and knowledge sharing.
Intapp Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Intapp and has not been reviewed or approved by Intapp.
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Healthcare Strength — Medical coverage is described as comprehensive with multiple plan choices, including HMO, PPO, and HDHP options with company HSA funding. Employer-verified listings indicate strong healthcare offerings for employees and families.
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Parental & Family Support — Paid parental leave provides substantial time for primary and secondary caregivers, and fertility support (e.g., via Carrot) is highlighted. These family-focused benefits appear alongside broader flexibility.
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Leave & Time Off Breadth — Generous PTO, recognition of major regional holidays, and flexible or unlimited PTO on some teams indicate ample time away. The company also promotes a highly flexible work environment.
Intapp Insights
What We Do
Intapp powers connected firms. Trusted by 1,600 of the world’s top private capital, investment banking, legal, accounting, and consulting firms, Intapp offers end-to-end, cloud-based connected firm management software built for the unique needs of partner-led firms. Intapp helps enhance collaboration, unleash collective knowledge, transform decision-making, and fuel success. Our products and services span the entire relationship lifecycle — from strategy through origination and execution — to drive optimal outcomes. For more information, visit intapp.com.
