Hybrid role in Palo Alto
Principal CRM Business Systems Analyst
As a Principal Business Systems Analyst, you will serve as a strategic partner and thought leader across business and technology teams, leading the design and delivery of transformative solutions that directly enable revenue growth and operational scale. You will drive enterprise-level initiatives, influence cross-functional strategy, and act as a trusted advisor to executive stakeholders, product management, and engineering.
What You Will Do:
As a senior-most analyst and systems strategist, you will:
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Serve as a strategic liaison between business stakeholders and technical teams, shaping the long-term roadmap for CRM and adjacent platforms.
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Lead high-impact programs from concept to delivery, owning the end-to-end solution lifecycle while ensuring alignment with business goals.
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Drive enterprise-wide digital transformation initiatives across CRM, CPQ, and Partner Portal domains.
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Champion scalable business process reengineering by evaluating emerging trends, assessing current-state workflows, and recommending innovative, tech-enabled solutions.
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Lead the design and implementation of partner portals, with a focus on improving partner experience, accelerating time-to-revenue, and integrating seamlessly with internal systems.
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Define and evangelize best-in-class business architecture for CRM, CPQ, and Partner Management ecosystems, driving consistency, maintainability, and extensibility across the application landscape.
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Facilitate executive-level discussions, aligning business outcomes with platform capabilities and prioritizing initiatives based on ROI and business value.
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Translate complex business requirements into scalable, agile user stories with measurable success criteria; ensure continuous refinement in collaboration with product owners.
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Evaluate and influence enterprise architecture decisions by identifying technical and functional interdependencies across platforms.
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Define KPIs and operational metrics; ensure instrumentation, monitoring, and visibility into outcomes and system performance.
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Proactively assess risks, identify opportunities for innovation, and ensure delivery excellence through hands-on leadership and solution design oversight.
What You Need:
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10+ years of experience in Business Systems Analysis, Product Ownership, or IT Strategy within a high-growth SaaS or enterprise software environment.
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Proven experience designing and delivering Partner Portal solutions, with deep understanding of partner onboarding, enablement, and channel management processes.
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Expert-level knowledge of Salesforce.com (Sales Cloud), Salesforce CPQ, NetSuite, and related enterprise SaaS applications.
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Demonstrated ability to lead large-scale digital transformation initiatives and complex CRM program portfolios.
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Strong understanding of agile delivery frameworks and enterprise integration patterns.
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Exceptional analytical, facilitation, and communication skills with the ability to influence at all levels, including C-suite stakeholders.
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Strategic thinker with a hands-on, execution-oriented mindset and a passion for solving challenging business problems through technology.
Preferred Qualifications:
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Bachelor’s degree in Computer Science, Engineering, or Business; MBA or Master’s degree strongly preferred.
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
For California/New York based roles, Base Pay Range is $170,000/yr - $200,000/yr. 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
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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.
Top Skills
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.
