Lead design and implementation of DealCloud for enterprise clients: architect scalable configurations, drive data strategy and migrations, advise senior stakeholders, lead QA and trainings, support pre-sales scoping, and mentor delivery teams to ensure successful SaaS deployments.
The Principal Consultant is the senior engagement lead for 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
- 10+ 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 or CRM 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 fosters 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 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.
Intapp Charlotte, North Carolina, USA Office
300 S Tryon St, Charlotte, NC, United States, 28202
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