Technical Services Consultant

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Charlotte, NC
In-Office
Software
The Role

Technical Services Consultant

We are looking for Technical Services Consultants to join our growing team. Our Technical Services Consultants are responsible for working closely with our clients to provide strategic guidance on using our products and technologies, gather and understand the technical and functional requirements, and ensure transparency and cohesive handover with the technical services delivery teams that will be delivering the agreed-upon products and integrations. They deliver expert guidance to clients, our partners and the larger Intapp teams to help us improve processes to ensure we are delivering a first-class service across the board.

What you will do:

  • Lead technical scoping of Intapp solutions and integrations

  • Provide analysis of client needs and integration recommendations

  • Lead or assist in the review of requirements and business processes to understand business processes to confirm the solution

  • Conduct data management and data mapping workshops as related to the proposed solution, to best support level of effort scoping and expertise needs from delivery to support

  • Work cross functionally with several teams including the Technical Services teams, product teams, implementation teams, professional services teams to collaborate on improvements in delivering solutions to clients

  • Based on screening discussions, recommend the best technological solution for their business needs, as closely aligned to best practice as possible

  • Document clear scope details for statements of work, including level of effort that will then dictate the project resourcing forecast and revenue margin

  • Lead clients to utilize industry best practices

  • Collaborate closely with Technical Services managers to ensure scoping documentation is comprehensive and clear, obtaining and providing any feedback as necessary to ensure continual improvement

  • Collaborate with Services Segment Leads and Account Managers to identify and maximize revenue and work opportunities

  • Participate in Sales to Delivery handover with the Delivery team, ensuring transparency and insight into sales conversations, client needs, and core KPIs of the engagement, to best define the definition of success

  • Subject Matter Expert of one or many Intapp Products, including but not limited to DealCloud

What you will need:

  • Degree in Engineering, Computer Science or related technical field, or equivalent practical experience

  • Demonstrate 5+ years of professional experience working alongside software and API development

  • Project management experience

  • Pipeline management experience

  • Substantial technical experience in Saas environment

  • Experience with providing estimates on work effort

  • Experience with gathering technical and functional requirements, sizing, and scalability

  • Results-oriented, resourceful, and comfortable working under tight deadlines with a demanding set of internal and external customers

  • Self-starter with a demonstrated ability to multi-task and strong desire to learn

  • Excellent analytical and troubleshooting skills

  • Excellent interpersonal skills and ability to explain software to non-technical users

  • Excellent written and verbal communication skills are a must; this position involves direct customer interaction

  • Proven ability to manage multiple priorities simultaneously while ensuring effective time management and timely delivery

  • Demonstrated experience in leading business process reviews, design reviews, and change management

  • Awareness of software development life cycle with an understanding of software logic and development methodologies

  • Web technology awareness and understanding:

    • Web based Request/Response cycles

    • Consuming RESTful and SOAP API’s

    • JSON, XML, JavaScript, Groovy

    • Synchronous and Asynchronous communications

  • Excellent hands-on skills with office productivity tools

  • Data management and mapping

  • Enterprise software such as ERP, PMS, Financial, CRM, HR

  • Dell Boomi or other ETL based development platform

  • Cloud & SaaS

  • Amazon Web Services (AWS), Azure

  • SQL Server, SSRS, SharePoint, Oracle, Exchange, Active Directory, Regular Expressions.

  • Issue tracking systems

  • Product development and software engineering experience.

  • Experience delivering training sessions

What you will gain:

At Intapp, you’ll get the opportunity to bring your talents and intellectual curiosity to create better outcomes for our people and our clients. You’ll be part of a growing public company, with a modern work environment that’s connected yet flexible and where your professional growth and well-being are top priorities.  We’ll collaborate and grow together, supporting each other in a positive, open atmosphere that fosters creativity, innovation, and teamwork. 

Here, you will have the opportunity to:

  • 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.

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The Company
Atlanta, GA
600 Employees
Year Founded: 2000

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.

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