Senior Enterprise Implementation Architect for PE/IB SaaS

Intapp; Town of Charlotte (NY); On-site; USD 140,000 - 200,000; Full time

Job summary

Intapp is seeking a Senior/Principal Implementation Consultant to lead complex, enterprise-scale DealCloud implementations, blending client advisory with solution architecture and data strategy.

You will own engagements from scoping to delivery, design scalable configurations, drive data migrations, mentor teammates, and support pre-sales while ensuring measurable outcomes for PE and IB clients.

Qualifications

• 5–8+ yrs client-facing enterprise SaaS implementation, with a track record of leading complex engagements.
• 3–5 yrs private equity, investment banking, or related financial services experience.
• Familiarity with DealCloud platform best practices and enterprise SaaS implementation methodologies.
• Proven track record leading enterprise software implementations in high-stakes environments.
• Strong analytical skills; able to translate complex requirements into scalable solutions.
• Advanced Excel proficiency and familiarity with SaaS platforms and data architecture.
• Exceptional communicator — equally effective in C-suite workshops and technical design reviews.
• Self-directed, organized, and collaborative with experience supporting cross-functional teams.

Responsibilities

• Lead enterprise engagements — serve as the primary lead for PE and IB clients from scoping through delivery.
• Design and implement solutions — architect scalable platform configurations that address complex business challenges.
• Drive data strategy — analyze legacy data sets and lead migration planning to ensure long-term usability.
• Own quality and escalations — lead QA efforts and manage client escalations to maintain delivery integrity.
• Support pre-sales — contribute to scoping conversations and align proposed solutions with client needs.
• Elevate the team — share expertise, mentor junior consultants, and model best practices across engagements.

Skills

Enterprise SaaS

Client-facing

Data analysis

SQL

Excel

Executive comms

Mentoring

Education

Master’s degree

Tools

DealCloud

SQL

Job description

Intapp is seeking a Senior/Principal Implementation Consultant to lead complex, enterprise-scale DealCloud implementations, blending client advisory with solution architecture and data strategy.

You will own engagements from scoping to delivery, design scalable configurations, drive data migrations, mentor teammates, and support pre-sales while ensuring measurable outcomes for PE and IB clients.