Principal CRM Business Systems Analyst

Intapp, Inc.; Palo Alto (CA); On-site; USD 170,000 - 200,000; Full time

Job summary

An established industry player is seeking a Principal CRM Business Systems Analyst to lead transformative solutions that drive revenue growth and operational scale. In this hybrid role, you will serve as a strategic partner, influencing cross-functional strategies and acting as a trusted advisor to stakeholders. You will champion digital transformation initiatives, design partner portals, and ensure alignment between business goals and technology capabilities. Join a collaborative environment that values innovation and teamwork, and make a significant impact in a growing company that prioritizes professional development and work-life balance.

Benefits

Competitive base salary plus variable compensation

Generous paid parental leave

Tuition reimbursement plan

Wellness programs

Paid volunteer time off

Donation matching

Opportunities for personal growth

Qualifications

• 10+ years of experience in Business Systems Analysis or IT Strategy.
• Proven experience designing Partner Portal solutions.
• Exceptional analytical and communication skills.

Responsibilities

• Lead high-impact programs from concept to delivery.
• Drive enterprise-wide digital transformation initiatives.
• Facilitate executive-level discussions aligning business outcomes.

Skills

Business Systems Analysis

Product Ownership

IT Strategy

Salesforce.com

Partner Portal Solutions

Agile Delivery Frameworks

Analytical Skills

Communication Skills

Education

Bachelor’s degree in Computer Science, Engineering, or Business

MBA or Master’s degree

Tools

Salesforce CPQ

NetSuite

Job description

Principal CRM Business Systems Analyst page is loaded

Principal CRM Business Systems Analyst

Apply remote type Hybrid (Partially Remote) locations Palo Alto, CA Remote (United States) time type Full time posted on Posted 5 Days Ago job requisition id R2024073

Hybrid role in Palo Alto

Principal CRM Business Systems Analyst

As a Principal Business Systems Analyst , you will serve as a strategic partner and thought leader across business and technology teams, leading the design and delivery of transformative solutions that directly enable revenue growth and operational scale. You will drive enterprise-level initiatives, influence cross-functional strategy, and act as a trusted advisor to executive stakeholders, product management, and engineering.

What You Will Do:

As a senior-most analyst and systems strategist, you will:

• Serve as a strategic liaison between business stakeholders and technical teams, shaping the long-term roadmap for CRM and adjacent platforms.

• Lead high-impact programs from concept to delivery, owning the end-to-end solution lifecycle while ensuring alignment with business goals.

• Drive enterprise-wide digital transformation initiatives across CRM, CPQ, and Partner Portal domains.

• Champion scalable business process reengineering by evaluating emerging trends, assessing current-state workflows, and recommending innovative, tech-enabled solutions.

• Lead the design and implementation of partner portals, with a focus on improving partner experience, accelerating time-to-revenue, and integrating seamlessly with internal systems.

• Define and evangelize best-in-class business architecture for CRM, CPQ, and Partner Management ecosystems, driving consistency, maintainability, and extensibility across the application landscape.

• Facilitate executive-level discussions, aligning business outcomes with platform capabilities and prioritizing initiatives based on ROI and business value.

• Translate complex business requirements into scalable, agile user stories with measurable success criteria; ensure continuous refinement in collaboration with product owners.

• Evaluate and influence enterprise architecture decisions by identifying technical and functional interdependencies across platforms.

• Define KPIs and operational metrics; ensure instrumentation, monitoring, and visibility into outcomes and system performance.

• Proactively assess risks, identify opportunities for innovation, and ensure delivery excellence through hands-on leadership and solution design oversight.

What You Need:

• 10+ years of experience in Business Systems Analysis, Product Ownership, or IT Strategy within a high-growth SaaS or enterprise software environment.

• Proven experience designing and delivering Partner Portal solutions , with deep understanding of partner onboarding, enablement, and channel management processes.

• Expert-level knowledge of Salesforce.com (Sales Cloud), Salesforce CPQ, NetSuite, and related enterprise SaaS applications.

• Demonstrated ability to lead large-scale digital transformation initiatives and complex CRM program portfolios.

• Strong understanding of agile delivery frameworks and enterprise integration patterns.

• Exceptional analytical, facilitation, and communication skills with the ability to influence at all levels, including C-suite stakeholders.

• Strategic thinker with a hands-on, execution-oriented mindset and a passion for solving challenging business problems through technology.

Preferred Qualifications:

• Bachelor’s degree in Computer Science , Engineering, or Business; MBA or Master’s degree strongly preferred .

What you will gain at Intapp:

Our culture at Intapp emphasizes accountability, responsibility, and growth. We support each other in a positive, open atmosphere that fosters creativity, approachability, and teamwork. We’re committed to creating a modern work environment that’s connected yet flexible, supporting both professional success and work-life balance. In return for your passion, commitment, and collaborative approach, we offer:

• Competitive base salary plus variable compensation and equity
• Generous paid parental leave, including adoptive leave
• Traditional comprehensive benefits, plus:
  • Generous Paid Time Off
  • Tuition reimbursement plan
  • Family Formation benefit offered by Carrot
  • Wellness programs and benefits provided by Modern Health
  • Paid volunteer time off and donation matching for the causes you care about
• Opportunities for personal growth and professional development supported by a community of talented professionals
• An open, collaborative environment where your background and contributions are valued
• Experience at a growing public company where you can make an impact and achieve your goals

For California/New York based roles, Base Pay Range is $170,000/yr - $200,000/yr. 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

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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. All offers are contingent upon passing a criminal history and other background checks if applicable to the position.

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.

About Us

At Intapp we’re creating a welcoming environment that promotes teamwork, collaboration, and enhanced performance. We bring together the perspectives of individuals from all backgrounds, experiences, preferences, and beliefs to create better outcomes for our clients, our people, and our communities. We foster a culture of individuals who are dedicated to listening to our clients and our partners — and we’re focused on innovating our industry, one firm at a time.

Intapp software helps professionals unlock their teams’ knowledge, relationships, and operational insights to increase value for their firms. Using the power of Applied AI, we make firm and market intelligence easy to find, understand, and use. With Intapp’s portfolio of vertical SaaS solutions, professionals can apply their collective expertise to make smarter decisions, manage risk, and increase competitive advantage. The world's top firms — across accounting, consulting, investment banking, legal, private capital, and real assets — trust Intapp’s industry-specific platform and solutions to modernize and drive new growth.