Principal Consultant

Intapp; United States; Remote; USD 120,000 - 145,000; Full time

Job summary

An established industry player is seeking a talented professional to join their dynamic team in the financial technology sector. This role offers a unique opportunity to leverage your expertise in private equity and investment banking while delivering impactful solutions. You'll be responsible for guiding clients through the implementation lifecycle, ensuring their needs are met with precision and care. With a focus on personal growth and professional development, you'll thrive in a collaborative environment that values your contributions. If you're ready to take your career to the next level, this is the perfect opportunity for you.

Benefits

Generous Paid Time Off

Paid volunteer time off

Flexible work environment

Opportunities for personal growth

Collaborative environment

Qualifications

• 8-10 years of experience in a delivery team, preferably in financial technology.
• Expertise in private equity or investment banking is essential.

Responsibilities

• Deliver presentations to diverse audiences, from executives to end users.
• Analyze client data and translate business processes into system configurations.

Skills

Analytical skills

Problem-solving abilities

Client relationship management

Data migration

Business process documentation

Tools

DealCloud platform

Microsoft Excel

Job description

Employer Industry: Professional Services in Financial Technology

Why consider this job opportunity:
- Salary up to $145,000 plus bonus
- Competitive base salary with variable compensation and equity
- Generous Paid Time Off and paid volunteer time off
- Opportunities for personal growth and professional development supported by a community of talented professionals
- Open, collaborative environment where your background and contributions are valued
- Flexible work environment that promotes work-life balance

What to Expect (Job Responsibilities):
- Deliver high-level presentations to audiences ranging from executives to system end users
- Serve as the platform subject matter expert throughout the implementation lifecycle
- Analyze client data and translate business processes into system configurations
- Collaborate with internal teams to refine project delivery methods for client outcomes
- Support and mentor new hires and associates in the implementation team

What is Required (Qualifications):
- Minimum of 8-10 years of experience working as part of a delivery team
- Domain expertise in private equity, investment banking, or related fields
- Experience with the DealCloud platform and SaaS implementations
- Strong analytical and problem-solving abilities
- Ability to adapt to rapidly evolving situations and take ownership of work

How to Stand Out (Preferred Qualifications):
- Strong experience in data migration and troubleshooting data quality issues
- Comfort with Microsoft Excel, including advanced functions
- Experience writing Business Process documentation and client-facing documentation
- Proven ability to lead implementations and manage client relationships

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