Client Technology Strategist (CTS)

Intapp; New York (NY); Hybrid; USD 140,000 - 200,000; Full time

Benefits offered by this job

Wellness program

Flexible time off

Family-building support

Volunteer time off

Donation matching

Job summary

Intapp seeks a Client Technology Strategist (CTS) to drive AI-enabled transformation for financial services clients. You will lead advisory engagements, articulate AI value, and showcase connected data demonstrations reflecting Intapp Celeste AI capabilities.

Expect collaboration with sales, product, and implementation teams to shape architectures and AI adoption roadmaps. The role requires a deep AI fluency, cloud security expertise, and the ability to communicate complex concepts to executives

Qualifications

• 10+ years of technology leadership in a large financial services firm.
• 10+ years architecting and implementing enterprise cloud software solutions, including AI-enabled solutions.
• Genuine fluency in AI and ability to translate AI concepts into business value for executives and technical teams.
• Strong knowledge of cloud security, data integration, REST/SOAP web services, SaaS deployments, and SQL databases.
• Consulting experience and excellent communication, facilitation, and leadership skills.

Responsibilities

• Lead client advisory and thought leadership efforts on AI and technology trends.
• Serve as primary SME within the sales team for cloud, data integration, and AI.
• Create and maintain connected data demonstration environments and deliver executive-level presentations.
• Advise on enterprise architecture and AI adoption roadmaps that align with client objectives.

Skills

Leadership

Enterprise architecture

AI fluency

Cloud security

REST & SOAP

Education

Technical degree

Tools

TOGAF

Cloud platforms

Job description

Client Technology Strategist (CTS)We use cookies to make the safest and most effective website possible.# Careers## Client Technology Strategist (CTS)Apply: Hybrid (Partially Remote): US NY New York: Full time: Posted Today: R2025421Intapp is expanding its pre-sales organization with a Client Technology Strategist (CTS). The CTS inspires clients to fully understand the possibilities of Intapp technology through thought leadership, digital transformation workshops, and other consultative engagements, including how AI is changing the way professional and financial services firms operate. Strategic partnerships with C-level technology executives will drive success for clients and Intapp. With deep industry knowledge, broad technology expertise, and strong business acumen, the CTS connects prospects’ business strategies, priorities, and application landscape to Intapp technologies, including Intapp Celeste, and builds well-grounded, AI-informed value propositions. Success requires deep collaboration with sales team members, including value engineering, product management, and implementation consultants. The ideal candidate brings genuine fluency in AI and can lead credible conversations about its business and technical impact at the most senior levels. **What you will do:*** **Client advisory and thought leadership:** Challenge prospects’ assumptions with constructive dialogue about their business and technology, and establish Intapp’s point of view on technology trends, including AI, collaborating with partners to deliver innovative solutions.* **Technical subject matter expertise:** Act as the primary subject matter expert within the sales team for cloud, data integration, and AI, including the data foundations and governance that AI-enabled solutions require.* **Demonstrations and presentations:** Own the creation, maintenance, and departmental use of a connected data demonstration environment showing integrations between Intapp (including Intapp Celeste AI capabilities) and external systems, and deliver presentations to audiences from technical administrators to executive management.* **Architecture and planning:** Advise clients on enterprise and solution architecture across Intapp, existing, and third-party solutions, and work with clients and implementation teams to model realization plans, including AI adoption roadmaps, that meet firm objectives within their constraints.* **Voice of the customer and market knowledge:** Gather industry data on assigned accounts, advocate for customer feedback with product and engineering teams (including AI feature needs), support RFP/RFI responses, and maintain thorough knowledge of Intapp’s products, the competitive landscape, and AI developments that shape product strategy. **What you will need:*** **Leadership experience:** 10+ years of technology leadership in a large financial services firm (investment banking or alternative assets preferred), with the ability to guide leaders through AI strategy, adoption, and risk considerations.* **Architecture and implementation:** 10+ years of hands-on experience architecting and implementing enterprise cloud software solutions, including AI-enabled solutions, plus strong knowledge of at least one major EA framework (such as TOGAF) and the ability to perform EA analysis and modeling across business, application, data, and technology domains.* **AI fluency:** Genuine fluency in AI, including the ability to explain credibly how tools like Intapp Celeste are reshaping firm operations, and to translate AI concepts into clear business value for both executive and technical audiences.* **Technical skills:** Strong knowledge of cloud security protocols, data integration, REST and SOAP web services, SaaS deployments, and SQL databases, with an understanding of the data quality, security, and governance needs of AI solutions.* **Consulting and communication:** A strong consultative approach (consulting experience a strong advantage), facilitation and leadership skills, and the ability to engage both firm leaders and technical staff, using simple graphical models to explain complex and AI-driven concepts. A technical degree from a top university is required. **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.* **Support what matters most:** Our comprehensive wellness and flexible time off programs and benefits are designed to care for you and your family, including family-formation benefits and support during your family-building journey.* **Give back:** We believe in supporting our communities with paid volunteer time off and a donation matching program for the causes you care about.Join us and be part of a collaborative and welcoming culture where your contributions are valued and your professional growth is a priority. #LI-AC1 *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.**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.*