Principal Consultant
The Principal Consultant is a senior leader within the Professional Services consulting team, responsible for driving the design and implementation of the DealCloud platform for complex, enterprise-level clients. This role blends strategic client advisory with advanced solution architecture, data strategy, and platform configuration.
Responsibilities
- Lead Strategic Enterprise Engagements
- Solution Design & Implementation
- Client Advisory & Relationship Management
- Technical Documentation & Enablement
- Training & Client Empowerment
- Cross-Functional Collaboration
- Design Framework Leadership
- Quality Assurance Oversight
- Data Strategy & Migration Planning
- Escalation Management
- Pre-Sales & Scoping Support
- Team Development & Knowledge Sharing
Qualifications
- 5-8+ years of experience in client-facing, project-based software implementation, with a track record of leading complex enterprise engagements.
- 3–5 years of experience in private equity, investment banking, or related financial services.
- Bachelor’s degree in information systems, Business Administration, or equivalent experience.
- Proven ability to build trust and deliver strategic value in high-stakes client environments.
- Advanced proficiency in Microsoft Excel and familiarity with SaaS platforms and data architecture.
- Strong analytical skills with the ability to translate complex requirements into scalable solutions.
- Exceptional communication and facilitation skills; adept at leading client workshops and internal collaboration.
- Highly organized, adaptable, and capable of managing multiple priorities under pressure.
- Collaborative mindset with experience supporting team development and cross-functional initiatives.
- Passion for continuous learning and innovation in technology and industry trends.
- Self-directed and proactive with a commitment to excellence and client success.
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.
- Familiarity with DealCloud platform best practices and enterprise SaaS implementation methodologies.
Benefits
- Professional development and training reimbursement.
- Modern flexible work environment with open offices, complimentary lunches, and fully stocked kitchens.
- Comprehensive wellness programs, flexible time off, and family-support benefits.
- Paid volunteer time off and donation matching program.
- Inclusive, collaborative corporate culture prioritizing professional growth.
Legal & Equal Opportunity Statement
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.
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