Client Technology Strategist (CTS)

INTEGRATION APPLIANCE, INC.; New York (NY); On-site; USD 180,000 - 260,000; Full time

Benefits offered by this job

Wellness program

Flexible time off

Paid volunteer time off

Donation matching

Job summary

Intapp in New York is seeking a Client Technology Strategist to lead advisory efforts, drive AI-enabled transformations, and articulate Intapp Celeste value to prospects. You will partner with sales, product, and implementation teams to shape strategies and deliver compelling demonstrations.

You will advocate for enterprise architecture across cloud, data integration, and AI, guiding clients on AI roadmaps and translating technical concepts into measurable business value for executives and

Qualifications

• Leadership experience guiding technology strategy in a large financial services firm.
• Hands-on experience architecting and implementing enterprise cloud software solutions including AI-enabled offerings.
• Ability to translate AI concepts into clear business value for executives and technical audiences.

Responsibilities

• Advising clients with thought leadership on technology trends, AI adoption, and value realization.
• Act as primary subject matter expert for cloud, data integration, and AI within the sales team; support demos and governance considerations.
• Model enterprise architectures and AI roadmaps across client environments with implementation teams.
• Support RFPs/RFIs and maintain knowledge of product strategy and competitive landscape.

Skills

Technology leadership

Enterprise architecture

AI fluency

Cloud security

Data integration

Education

Technical degree from a top university

Tools

TOGAF

Job description

Intapp 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.

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.

• 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.

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.

Intapp created Celeste, an agentic AI platform for professional firms that combines firm-specific context, workflow automation, and built-in compliance. Using prebuilt or custom agents, Celeste helps professionals execute critical workflows faster and more consistently while respecting proprietary knowledge, access controls, and regulatory requirements. It is designed to work within a firm’s data, terminology, playbooks, and governance framework.

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.