Senior/Principal Implementation Consultant

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

The Senior/Principal Implementation Consultant is the senior engagement leadfor complex, enterprise-level DealCloud implementations. This role blends client advisory with solution architecture and data strategy — you own the engagement, shape the platform, and ensure clients see measurable outcomes.

What you’ll do

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

What you’ll need

5–8+ yrsClient-facing enterprise SaaS implementation, with a track record of leading complex engagements

3–5 yrsPrivate 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

Preferred Experience & Skills

Master’s degree in business, technology, or a related field.

Experience with SQL or relational database concepts.

Demonstrated success in elevating delivery quality through collaboration and knowledge sharing.

What you will gain:

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 f osters 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 ourbenefitsare designed to care for you and your family. Our family-formationbenefitsand 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.

Join us and be a part of a collaborative and welcoming culture where your contributions are valued, and your professional growth is a priority. Together, we are building a company of long-term value that we can all be proud of.

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.