Senior Enterprise Consultant, CRM & Data Strategy

Intapp; New York (NY); Hybrid; USD 180,000 - 240,000; Full time

Job summary

Intapp, serving private capital, investment banking and law firms, seeks a Principal Consultant to lead enterprise engagements implementing DealCloud. You’ll advise senior stakeholders, architect scalable data solutions, and help clients improve relationships, pipelines and institutional knowledge.

From discovery to delivery, you’ll shape data migrations, lead workshops, and collaborate with product, customer success and support teams.

Qualifications

• Five or more years of client-facing software implementation experience
• Hands-on experience implementing marketing /CRM software in a client-facing capacity with enterprise clients
• Strong analytical instincts and ability to translate complex requirements into scalable solutions
• Confidence leading workshops and advising senior stakeholders
• Experience with law/accounting/consulting firms is a distinct advantage
• A degree in information systems or business administration or equivalent
• SQL or relational database knowledge is a bonus

Responsibilities

• Lead complex enterprise engagements from discovery through delivery, designing solutions that fit the client's business, not just the brief
• Advise C-suite and senior stakeholders on platform strategy and data architecture
• Lead workshops, shape data migration planning, and produce clear design documentation with technical leads
• Collaborate across product, customer success, and support to ensure what you build lands
• Contribute to pre-sales scoping and solution design for new engagements
• Develop design frameworks that raise consistency and quality across the practice
• Support and mentor junior colleagues, helping elevate the team's delivery standards

Skills

Client-facing engagements

Data architecture

Workshop leadership

Analytical thinking

Enterprise CRM/marketing

SQL knowledge

Stakeholder advisory

Education

Information systems or business administration degree

Job description

Intapp, serving private capital, investment banking and law firms, seeks a Principal Consultant to lead enterprise engagements implementing DealCloud. You’ll advise senior stakeholders, architect scalable data solutions, and help clients improve relationships, pipelines and institutional knowledge.

From discovery to delivery, you’ll shape data migrations, lead workshops, and collaborate with product, customer success and support teams.