AI Transformation Lead

INTEGRATION APPLIANCE, INC.; Charlotte (NC); On-site; USD 140,000 - 200,000; Full time

Job summary

Intapp is seeking an AI Transformation Lead to own the full path from concept to production for high-value agentic workflows. You will scope business problems, design integrations, ship live workflows in systems like OP4i, and measure impact with real usage data.

This is a hands-on delivery role working within a governance framework and partnering with multiple business and IT teams. You will lead end-to-end delivery of AI-driven workflows, embed with Sales, Services, and Support to identify

Qualifications

• Proven experience deploying AI/ML systems into production.
• Ability to translate business needs into technical deliverables and drive adoption.
• Experience scoping complex programs in fast-moving environments.

Responsibilities

• Lead end-to-end delivery of AI-driven workflows from intake to production rollout.
• Embed with Sales, Services, Success & Support to scope real workflow friction.
• Collaborate with Applied AI to align Celeste roadmap and share learnings with the AI Advisory Council.
• Design and build integrations across OP4I, M365, Celeste, Claude and agentic workflows.
• Translate ambiguous business requests into production-ready solutions with clear owners and success metrics.
• Codify patterns into reusable playbooks and frameworks for future deployments.
• Provide feedback on real-world usage and performance data to IT and governance bodies.

Skills

AI/ML deployment

Stakeholder comms

Strategic thinking

Risk prioritization

Team collaboration

Tools

Celeste

Claude

OP4i

M365

Job description

AI Transformation Lead

AI Transformation Lead Intapp's Enterprise Transformation and AI Center of Excellence is responsible for turning frontier AI capabilities, Celeste and Claude, into production workflows that our own GTM and Finance teams rely on every day. The AI Transformation Lead leads that work end to end: scoping the business problem, designing the agent or integration, shipping it into a live system such as OP4i, and proving out the impact with real usage data. This is a hands‑on delivery role, not an evangelism or training function. You will own the full path from concept to production for our highest‑value agentic workflows, working inside a defined governance model that includes structured prioritization, UAT, and change management. You will also be responsible for turning what you learn into reusable playbooks and frameworks that make the next deployment faster than the last. You'll work closely with Business Transformation Managers, Data Quality Manager, Operations, G&A, IT, and Applied AI and you'll have a direct role on the AI Advisory Council that sets investment and prioritization decisions for the enterprise AI program.

Key Outcomes

• Adoption: Consistent weekly active usage of deployed workflows across the target function, measured against licensed seats.


• New workflows reach broad usage within 90 days of general availability.


• Impact: Measurable time savings per workflow against a documented baseline, not an estimate.


• Clear improvement in data quality, cycle time, forecast accuracy, client NPS, etc. tied directly to your deployment.


• Maturity: A growing portfolio of agentic workflows moved from concept to production each quarter.


• Deployment patterns codified into playbooks and frameworks that other teams can reuse.


• A shrinking concept‑to‑production cycle time as your patterns mature.

What You Will Do

• Lead end‑to‑end delivery of AI‑driven workflows, from intake and prioritization through build, UAT, and production rollout.


• Embed directly with Sales, Services, Success & Support, etc. to identify and scope real workflow friction.


• Work directly with Applied AI team to bring client successes and learnings to inform the internal Celeste workflow roadmap; additionally, share internal successes with the Applied AI team.


• Design and build integrations & workflows across OP4I, M365, Celeste, Claude, etc., including new Celeste Playbooks, Claude Skills/Plug‑ins, and agentic workflows.


• Balance trade‑offs across scope, speed, and quality to protect delivery timelines and outcomes.


• Translate ambiguous business requests into scoped, governed, production‑ready solutions with a clear owner and success metric.


• Codify successful patterns into reusable playbooks, templates, and frameworks that scale beyond a single deployment.


• Provide structured feedback on real‑world usage and performance data to IT and the AI Advisory Council.


• Identify and flag data governance risks, including access control gaps and write‑back conflicts, before they become production issues.


• Develop an operating model to scale playbooks and agents across Business Transformation Managers and Operations teams (e.g., workflow ownership, change management, adoption, etc.).

What You Will Need

• Proven experience deploying AI/ML systems into production, including LLM‑based applications, with a strong understanding of how model behavior affects real business workflows.


• Experience working directly with senior stakeholders, able to translate technical concepts into business value and drive adoption.


• Demonstrated ability to scope and deliver complex systems in fast‑moving, ambiguous environments, with strong judgment on risk and prioritization.


• A combination of engineering, consulting, and product thinking, with strong systems and architectural judgment and an ownership mentality.


• Excellent communication skills across technical and non‑technical audiences, with the ability to simplify complexity and drive alignment.


• Comfort operating inside a structured governance model, balancing speed with the discipline required at enterprise scale.

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.


• Support What Matters Most: Our complimentary lunches and fully stocked kitchens ensure you have everything you need to stay energized throughout the day.


• 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.


• 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.

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.

Intapp will never 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.

We will only communicate with candidates via company email addresses, which contain “@intapp.com” or “@dealcloud.com”.

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/.

Intapp builds AI software to power the world’s top investment, legal, and consulting firms. Our clients face unique challenges: they must track and manage complex client relationships, navigate strict regulatory requirements, and manage sensitive deal information. We develop software specifically for these needs, helping firms find and win business, onboard clients safely and manage risk, deliver exceptional work, and capture full value. Today, more than 2,700 firms worldwide rely on Intapp, including 95 of the Am Law 100, 16 of the top 20 accounting firms, and more than 1,700 private capital, investment banking, and real assets firms. Intapp has helped firms achieve measurable impact — from 25% more pitch opportunities to 55% faster client onboarding — turning intelligence into competitive advantage. Founded in 2000 and headquartered in Palo Alto, California, Intapp completed a successful IPO on June 30, 2021 (NASDAQ: INTA). Alongside a global ecosystem of partners, Intapp accelerates innovation and integration, ensuring our clients are always at the forefront of transformation.