Jobs at Intapp

Leads marketing’s AI transformation strategy and delivery, identifying high-value use cases, prioritizing investments, managing the AI roadmap and budget, and guiding solutions from intake through adoption. Defines requirements, evaluates vendors, makes build-versus-buy decisions, oversees pilots and rollouts, and establishes scalable governance, change management, and adoption practices. Partners with marketing teams, analytics, leadership, and the AI Council to ensure solutions deliver measurable business value and comply with enterprise governance standards.

Implement and configure Intapp solutions across client environments, develop integrations using Boomi, Intapp Integrate, and SQL Server, translate business requirements into technical workflows, troubleshoot APIs and system issues, manage concurrent implementation projects, conduct client workshops and training, and maintain documentation and quality standards.

Leads enterprise Intapp software implementations as a functional consultant, analyzing business processes, designing and configuring solutions, documenting requirements, supporting technical implementation, training customers, and serving as a trusted subject matter expert. The role also supports related customer-facing operations and requires experience in risk, compliance, business analysis, consulting, practice management, or IT within professional firms.

Build and operate production data pipelines and governed AI services using Python, dbt, Docker, Kubernetes, and AWS. Develop MCP servers and agentic workflows with secure access controls, evaluation, observability, and guardrails. Partner with stakeholders to deliver business solutions, review code, mentor engineers, and improve engineering standards. The role requires strong data engineering, SQL, cloud, infrastructure, and applied AI expertise.

Leads and grows Intapp’s partner ecosystem through co-selling, co-marketing, enablement, partner recruitment, and client satisfaction initiatives. Builds relationships with partners and internal stakeholders, manages program metrics and certifications, develops training and incentives, supports strategic services and license sales growth, and ensures partners follow deployment methodologies. The role requires substantial enterprise software partner-management experience, strategic selling ability, strong communication, negotiation, and cross-functional leadership skills.

Lead client data migrations into DealCloud, including requirements gathering, ETL, data mapping, transformation, loading, validation, reconciliation, QA, and go-live support. The role also supports platform configuration, technical solution design, project documentation, status reporting, escalations, and post-launch client assistance. Success requires strong data integration, analytical, communication, and prioritization skills, along with familiarity with SaaS, CRM, cloud platforms, APIs, and financial services workflows.

Leads IT portfolio strategy, annual investment planning, prioritization, operating-model governance, capacity allocation, vendor management, and program delivery. Partners with the CIO, FP&A, and business leaders to sequence investments, manage resources, govern delivery, track dependencies, and measure benefits realization. Oversees technical program managers and establishes standardized intake, status reporting, change control, release readiness, and executive reporting processes.

Designs and guides complex enterprise software implementations for strategic client engagements. Develops implementation best practices, knowledge-sharing frameworks, templates, fixed-scope packages, and integration improvements. Collaborates with Product, Engineering, Services, Sales, and Support teams to define scalable client solutions, provide architectural guidance, and perform hands-on technical implementation work. The role requires extensive SaaS architecture experience, enterprise application implementation expertise, and knowledge of cloud, middleware, APIs, security, and scalability.

Leads commission accounting close, accruals, amortization, reconciliations, internal controls, and audit support under US GAAP and ASC 606. Manages the Varicent incentive compensation platform, SOX controls, system integrations, and process automation. Partners cross-functionally with Sales Operations, FP&A, Payroll, Legal, HR, and auditors while resolving commission issues. Oversees, coaches, and develops a team of three commission accounting professionals and leads related projects.

Leads the profitability product portfolio across Intapp Time, Intapp Billstream, and Celeste capabilities. Owns the work-to-cash roadmap, AI-native product governance, commercial outcomes, and cross-functional execution. Builds and develops the product management organization, guides platform modernization, partners with Engineering, Services, Marketing, and Sales, and represents the product with clients, analysts, and partners.

Manage a portfolio of SaaS clients in the accounting and consulting sectors, helping them maximize product value, renew confidently, and expand platform use. Monitor adoption and health data, execute success plays, identify and remediate account risks, advise on configuration and integrations, and present metrics in business reviews. Partner with account, product, and development teams while serving as a trusted client advisor and customer advocate.

Owns end-to-end delivery of complex enterprise SaaS implementations, managing scope, budget, timelines, quality, risks, resources, vendors, documentation, and project closeout. Leads internal teams, coordinates third parties, manages client and executive stakeholders, facilitates steering committees, communicates project health, and drives mitigation plans. Requires strong project management, forecasting, communication, organizational, analytical, and conflict-resolution skills in virtual matrixed environments.

Define enterprise architecture strategies for complex client implementations spanning integration, data, security, infrastructure, and agentic AI. Design scalable architectures connecting Intapp products with enterprise systems, establish data governance and migration approaches, identify architectural risks, and advise executives on tradeoffs. Mentor delivery teams, develop reusable architecture patterns, and collaborate across Services, Product, Engineering, and Security to guide strategic engagements.

Lead large, complex DealCloud/CRM enterprise implementations, manage escalations and risk, provide strategic client advisory, influence product roadmap, enable consulting capabilities, support pre-sales scoping, and drive cross-functional delivery initiatives.

Lead product marketing for compliance solutions serving law firms and other professional services firms. Own positioning, competitive strategy, governed AI messaging, go-to-market planning, pricing and packaging input, complex launches, seller enablement, thought leadership, analyst and press relations, reference programs, and performance measurement. Partner cross-functionally with Product, Sales, Marketing, Pricing, and post-sales teams while using client feedback, win/loss data, and pipeline metrics to shape strategy and roadmap influence.

Own NetSuite requirements gathering, process design, fit-gap analysis, UAT, backlog prioritization, and stakeholder sign-off. Build and deploy routine customizations, workflows, saved searches, and SuiteScript 2.x scripts through a CI/CD pipeline. Support financial processes including Q2C, R2R, ARM, ASC 606, reporting, OneWorld consolidations, multi-currency, and intercompany operations. Manage permissions, documentation, governance monitoring, and configuration changes while escalating complex integrations and custom development.

Leads complex enterprise cloud software implementations across multiple client engagements, owning budgets, timelines, scope, quality, risks, resources, and executive stakeholder relationships. Coordinates distributed internal teams, vendors, and partners; manages escalations, change orders, recovery plans, and client satisfaction. Coaches engagement managers, improves delivery methodologies, ensures documentation and data quality, and captures lessons learned. The role requires strong project management, communication, analytical, organizational, and client advisory skills.

Leads the Engagement Manager team responsible for client SaaS implementation projects. Oversees project portfolio governance, resourcing, coaching, reporting, budgets, CRM data accuracy, risk controls, escalations, and senior stakeholder communication. Drives continuous improvement across the implementation lifecycle and DealCloud business unit while personally managing SaaS engagements for 20–30% of the role.

Designs, develops, maintains, troubleshoots, and optimizes Boomi and Intapp integration solutions. Collaborates with project teams to analyze requirements, build secure data exchanges, resolve technical issues, improve performance, and apply integration best practices. Requires at least five years of technical implementation experience, proficiency in SOAP, REST, SQL, and office productivity tools, plus strong communication, organizational, and problem-solving skills.

Leads technical delivery of Intapp SaaS solutions as the technical design authority and client advisor. Responsibilities include requirements gathering, solution architecture, data mapping, integrations, design and configuration issue management, sprint planning, client training, change management, implementation documentation, and mentoring Solution Engineers. The role collaborates with consultants, product, support, customer success, professional services, and sales teams to deliver solutions within scope and improve implementation practices.