Implementation Associate

INTAPP LIMITED; London; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading Software as a Service provider in London is seeking an Implementation Associate to work with clients in designing and configuring the DealCloud platform. The ideal candidate has 3-6 years of experience in software implementation, a Bachelor's degree in Management Information Systems, and strong communication skills. The role offers opportunities for professional development and a collaborative work environment.

Benefits

Professional development reimbursement

Complimentary lunches

Comprehensive wellness programs

Flexible time off

Qualifications

• 3-6 years of experience in software implementation or Private Equity.
• Strong knowledge of business processes in investment banking.
• Success in client interaction and relationship building.

Responsibilities

• Lead multiple client implementations and manage communications.
• Analyze client legacy data and its impact on system design.
• Provide consultative system design and best practice recommendations.

Skills

Consultative skills

Analytical skills

Client communication

Leadership

Education

Bachelor’s degree in Management Information Systems or Business Administration

Tools

Microsoft Excel

DealCloud

Job description

The Implementation Associate 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 Associate 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 Associate 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 Associate 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 Associate must be eager to understand data relationships and the interplay between data and business requirements.

What you will do:

• Lead multiple client implementations concurrently with accountability for client communications, weekly status reports and escalation mitigation updates
• Lead requirement gathering sessions onsite at client offices or virtually via web conferencing and/or client offices; consult on documentation of client requirements
• Serve as Subject matter expert in configurating platforms based on client requirements
• Actively develop and execute global design concepts based on client requirements
• Lead and consult on complex QA for client sites
• 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
• Consult and develop mitigation strategies for client escalations as necessary
• Responsible for internal project management task completion, including but not limited to:
  • Keeping internal systems updated
  • Accurate and timely entry of utilization hours
  • Project Timelines
  • Ensure all in-scope requirements are met during implementation
  • Budget
• Actively develop and execute global design concepts based on client requirements
• Provide consultative system design and industry best practice recommendations
• Actively participate and in scoping and Order Form completion
• Support/Mentor new hire(s) and Associates
  • Participate and lead industry deep dives for onboarding new Implementation team members
  • Actively coach team members on understanding the impact of data on system design

What you will need:

• 3-6 years of demonstrated successful experience working within a software implementation project-based environment or within Private Equity or Investment banking industry with strong knowledge of business processes
• Bachelor’s degree in Management Information Systems, Business Administration, or equivalent related experience
• Understanding of Private Equity and Investment Banking use cases
• Subject matter expert for most verticals, e.g. Fund of Funds, Credit, Real Estate, Lending
• Demonstrated successful experience working within a software implementation project-based environment
• Successful experience with client interaction, building and maintaining relationships
• Deep understanding of specific use-cases
• Ability to provide sufficient level of consultative service
• Proven experience in leading client meetings and providing effective internal and external communications
• Highly proficient in Microsoft Excel
• Passion for delivering high quality outcomes using strong analytical and creative problem-solving abilities
• Ability to adapt to rapidly evolving situations and work under tight deadlines
• Strong sense of ownership over 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

• 2-4 years of experience with DealCloud product; understanding of DealCloud product best practices or Relational database knowledge
• Demonstrated experience in some type of leadership role within a team or project
• Proven ability to mentor and lead teams of analysts and associates to increase their knowledge and quality of delivery
• Master's degree preferred
• SQL preferred

What you will gain at Intapp:

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.

Join us and be a part of a collaborative and welcoming culture where your contributions are valued, and your professional growth is a priority. Together, we are building a company of long-term value that we can all be proud of.

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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.

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.

About Us

At Intapp we’re creating a welcoming environment that promotes teamwork, collaboration, and enhanced performance. We bring together the perspectives of individuals from all backgrounds, experiences, preferences, and beliefs to create better outcomes for our clients, our people, and our communities. We foster a culture of individuals who are dedicated to listening to our clients and our partners — and we’re focused on innovating our industry, one firm at a time.

Intapp software helps professionals unlock their teams’ knowledge, relationships, and operational insights to increase value for their firms. Using the power of Applied AI, we make firm and market intelligence easy to find, understand, and use. With Intapp’s portfolio of vertical SaaS solutions, professionals can apply their collective expertise to make smarter decisions, manage risk, and increase competitive advantage. The world's top firms — across accounting, consulting, investment banking, legal, private capital, and real assets — trust Intapp’s industry-specific platform and solutions to modernize and drive new growth.