Principal Consulting Lead

Intapp; Charlotte (NC); On-site; USD 180,000 - 240,000; Full time

Benefits offered by this job

Competitive compensation

Wellness program

Volunteer time off

Donation matching

Job summary

Intapp, a leading provider of AI-powered software for investment, legal, and consulting firms, seeks a Principal Consulting Lead to guide the most strategic enterprise engagements. You will mentor delivery teams and drive excellence across programs, ensuring client outcomes meet ambitious objectives.

You will influence product strategy through structured client advocacy and collaborate with Product, Governance, and Architecture to shape roadmap and capabilities globally.

Qualifications

• 10+ years in enterprise consulting, software implementation, or strategic client delivery.
• 5+ years in DealCloud CRM or 5+ years CRM experience in financial services.
• Proven success leading large-scale, complex client engagements with executive stakeholders.
• Strong escalation management and risk mitigation capabilities.
• Experience mentoring and coaching in a consulting environment.
• Ability to influence product strategy through structured client feedback.

Responsibilities

• Lead strategic enterprise engagements and oversee the largest client implementations.
• Provide escalation management and risk mitigation to maintain client confidence.
• Partner with Managers to design scalable delivery frameworks for teams.
• Own the product feedback loop with Product, Governance, and Architecture teams.
• Lead cross-functional initiatives to improve delivery methodologies and efficiency.
• Contribute to pre-sales scoping and align deliverables with client expectations.
• Collaborate with Technology, Product, and Governance for cohesive execution.

Skills

Strategic leadership

Escalation management

Mentoring/Coaching

Cross-functional collaboration

Communication skills

Leadership

Education

Advanced degree (MBA/MS, etc.)

Tools

DealCloud CRM

CRM systems

Job description

The Principal Consulting Lead is the most senior role within the consulting organization, responsible for leading the most complex and high-impact enterprise client engagements. This role is centered on delivering excellence in client outcomes through strategic leadership, hands-on engagement, and deep cross-functional collaboration. Principal Consulting Leads serve as trusted advisors to both clients and internal stakeholders, drive innovation in delivery practices, and influence product evolution through structured feedback. They also play a critical role in advancing consulting capabilities across the organization by modeling best practices and leading strategic initiatives that elevate delivery performance.

What you will do:

• Lead Strategic Enterprise Engagements Oversee the delivery of the largest and most complex client implementations, ensuring alignment with business objectives, delivery excellence, and long-term client success.
• Escalation Management & Risk Mitigation Provide direct leadership in resolving critical client issues, applying strategic thinking and cross-functional coordination to mitigate risk and maintain client confidence.
• Capability Development & Team Enablement Partner with Consulting Managers to design and implement scalable frameworks that support team development, knowledge sharing, and consistent delivery quality.
• Product Feedback & Innovation Advocacy Own the product feedback loop by representing client needs internally and collaborating with Product, Program Governance, and Architecture teams to influence roadmap and solution evolution.
• Strategic Delivery Initiatives Lead cross-functional initiatives that enhance delivery methodologies, improve operational efficiency, and drive innovation across the consulting organization.
• Pre-Sales & Scoping Leadership Contribute to pre-sales efforts by shaping solution scope, supporting order form development, and ensuring alignment between proposed deliverables and client expectations.
• Enterprise Collaboration & Thought Partnership Act as a strategic partner to internal teams, including Technology, Product, and Governance, to ensure cohesive execution across enterprise accounts.

What you will need:

• 10+ years of experience in enterprise consulting, software implementation, or strategic client delivery roles.
• 5+ years of specialized experience in DealCloud CRM or 5+ years CRM experience in financial services, private equity, investment banking is required
• Proven success leading large-scale, complex client engagements with executive-level stakeholders.
• Strong escalation management skills with the ability to navigate ambiguity and drive resolution.
• Experience and willingness to execute mentoring and coaching programs within a consulting or professional services environment.
• Demonstrated ability to influence product strategy through structured feedback and client advocacy.
• Exceptional collaboration skills across cross-functional teams, including Technology, Product, and Governance.
• Excellent communication, facilitation, and leadership skills.

Preferred Experience & Skills

• Advanced degree in Business Administration, Information Systems, or a related field.
• Deep domain expertise in private capital markets, financial services, or enterprise SaaS.
• Track record of leading strategic initiatives that resulted in measurable business impact.
• Experience working in a global delivery model with distributed teams and clients.

What you’ll 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.
• 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.

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 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.