Senior/Principal Implementation Consultant

Intapp; Charlotte (NC); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Professional development reimbursement

Complimentary lunches

Flexible time off programs

Job summary

Intapp is searching for a Principal Consultant in Charlotte, NC. In this hybrid role, you will lead strategic enterprise engagements while being a trusted advisor to clients, driving the design and implementation of the DealCloud platform.

The ideal candidate will have over 5 years of experience in project-based software implementations and a strong background in financial services. Enjoy a modern work environment, professional growth opportunities, and comprehensive wellness programs.

Qualifications

• 5-8+ years of experience in client-facing, project-based software implementation.
• 3–5 years in private equity, investment banking, or related financial services.
• Proven ability to build trust and deliver strategic value.

Responsibilities

• Lead Strategic Enterprise Engagements for enterprise clients.
• Conduct advanced analysis of client operations.
• Operate as a trusted advisor to senior client stakeholders.

Skills

Client-facing project management

Data strategy

Solution architecture

Communication skills

Education

Bachelor's degree in information systems or Business Administration

Tools

Microsoft Excel

SaaS platforms

SQL

Job description

## Principal ConsultantApplyremote type: Hybrid (Partially Remote)locations: Charlotte, NCtime type: Full timeposted on: Posted Todayjob requisition id: R2025060## The Principal Consultant is a senior leader within the Professional Services consulting team, responsible for driving the design and implementation of the DealCloud platform for complex, enterprise-level clients. This role blends strategic client advisory with advanced solution architecture, data strategy, and platform configuration. Principal Consultants lead high-impact engagements, influence product evolution, and collaborate across teams to ensure delivery excellence. They also play a key role in elevating team capability through knowledge sharing, collaboration, and modeling best practices.## ## **What you will do:*** ## Lead Strategic Enterprise Engagements Serve as the engagement lead for enterprise clients, applying deep industry expertise to architect tailored solutions that align with business goals and deliver measurable outcomes.* ## Solution Design & Implementation Conduct advanced analysis of client operations and data ecosystems to design scalable platform configurations that address complex business challenges.* ## Client Advisory & Relationship Management Operate as a trusted advisor to senior client stakeholders, guiding strategic conversations and ensuring alignment between platform capabilities and business objectives.* ## Technical Documentation & Enablement Collaborate with Technical Leads to produce clear, comprehensive design documentation that supports implementation and long-term platform success.* ## Training & Client Empowerment Deliver customized training sessions to client teams, enabling confident adoption and optimization of configured solutions.* ## Cross-Functional Collaboration Partner with internal teams—including Support, Customer Success, and Product—to ensure seamless delivery and continuous improvement across the client lifecycle.* ## Design Framework Leadership Develop and apply scalable design frameworks that support consistency and excellence across diverse client engagements.* ## Quality Assurance Oversight Lead QA efforts to validate solution integrity, performance, and alignment with client expectations.* ## Data Strategy & Migration Planning Analyze legacy data sets to inform system architecture and ensure optimal data migration and usability.* ## Escalation Management Proactively manage and resolve client escalations, applying strategic thinking and platform expertise to mitigate risk and maintain trust.* ## Pre-Sales & Scoping Support Contribute to pre-sales activities by shaping solution scope, supporting order form development, and aligning proposed deliverables with client needs.* ## Team Development & Knowledge Sharing Collaborate with peers and junior team members to elevate delivery quality, share expertise, and reinforce best practices across engagements.## ## **What you will need:*** ## 5-8+ years of experience in client-facing, project-based software implementation, with a track record of leading complex enterprise engagements.* ## 3–5 years of experience in private equity, investment banking, or related financial services.* ## Bachelor’s degree in information systems, Business Administration, or equivalent experience.* ## Proven ability to build trust and deliver strategic value in high-stakes client environments.* ## Advanced proficiency in Microsoft Excel and familiarity with SaaS platforms and data architecture.* ## Strong analytical skills with the ability to translate complex requirements into scalable solutions.* ## Exceptional communication and facilitation skills; adept at leading client workshops and internal collaboration.* ## Highly organized, adaptable, and capable of managing multiple priorities under pressure.* ## Collaborative mindset with experience supporting team development and cross-functional initiatives.* ## Passion for continuous learning and innovation in technology and industry trends.* ## Self-directed and proactive with a commitment to excellence and client success.## ## **Preferred Experience & Skills*** ## Master’s degree in business, technology, or a related field.* ## Experience with SQL or relational database concepts.* ## Demonstrated success in elevating delivery quality through collaboration and knowledge sharing.* ## Familiarity with DealCloud platform best practices and enterprise SaaS implementation methodologies.## ## ## **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.## ## 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.**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.*