The Associate Consultant is designed for individuals beginning their careers in consulting and enterprise technology. This role offers hands-on experience supporting client implementations of the DealCloud platform while building foundational skills in data analysis, platform configuration, and client engagement. Associate Consultants work closely with experienced team members to learn the product, implementation methodology, and the business operations of our clients.
What you will do:
- Support Client Engagements
Contribute to client implementations by assisting with platform configuration, data preparation, and documentation under the guidance of senior consultants. - Deliver Small Projects Independently
Manage and execute smaller-scale client projects (typically 10–20 hours) with increasing autonomy and accountability. - Data Analysis & Preparation
Analyze legacy client data sets and use Excel to map, normalize, and import data into the platform, ensuring accuracy and usability. - Project Management Support
Maintain internal systems and documentation, track project timelines, log utilization hours, and ensure delivery of in-scope requirements. - Learning & Development
Actively build knowledge of the DealCloud platform, implementation methodology, and supported industries such as private equity and investment banking. - Team Collaboration
Serve in a supporting role on complex projects led by senior consultants, contributing to delivery milestones and client satisfaction.
What you will need:
- Bachelor’s degree in business, Information Systems, Finance, or a related field.
- 1–2 years of relevant experience in software implementation, professional services, or applicable industry experience.
- Strong analytical and problem-solving skills with attention to detail.
- Proficiency in Microsoft Excel and comfort working with data sets.
- Excellent communication and presentation skills.
- Ability to manage multiple tasks and adapt to changing priorities.
- Collaborative mindset and eagerness to learn from experienced team members.
- Strong sense of ownership, accountability, and professionalism.
Bonus if you have:
- Exposure to private capital markets or investment banking workflows.
- General understanding of CRM platforms or enterprise SaaS solutions.
- Ability to apply entry-level consultative skills in client interactions.
What you will gain:
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 our benefits are designed to care for you and your family. Our family-formation benefits and 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.
Please note: Intapp will not hire through text message, social media, or email alone. We will never extend a job offer unless you have been contacted directly by an Intapp recruiter and have participated in the interview process which will generally consist of 3 or more virtual or in person meetings. Please note that Intapp only uses company email addresses, which contain “@intapp.com” or “@dealcloud.com” to communicate with candidates via email. Intapp will never ask for financial information of any kind or for any payment during the job application process. We post all legitimate job openings on the Intapp Career Site at https://www.intapp.com/working-at-intapp/. If you believe you were a victim of such a scam, you may contact your local authorities. Intapp is not responsible for any claims, losses, damages, or expenses resulting from scammers.
Top Skills
Intapp Charlotte, North Carolina, USA Office
300 S Tryon St, Charlotte, NC, United States, 28202
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