Intapp · 4 hours ago
Consultant, Implementation Services
Charlotte, NC
Full-time
Hybrid
Entry, Mid Level
2+ years expIntapp is a company focused on delivering tailored solutions to clients through the implementation of the DealCloud platform. The Consultant role involves managing client engagements, supporting enterprise implementations, and mentoring junior team members while driving client success in private capital markets and enterprise SaaS delivery.
Business DevelopmentConsultingData IntegrationFinancial ServicesLegalProfessional ServicesRisk ManagementSoftware
Responsibilities
Lead Mid-Sized Client Engagements Manage and deliver small to mid-sized implementations, serving as the primary point of contact for clients and overseeing project communications and escalation management
Support Enterprise Engagements Contribute to large-scale implementations by supporting senior consultants and collaborating across teams to ensure delivery excellence
Solution Design & Industry Application Translate client requirements into platform configurations using industry best practices, identifying potential risks and design impacts
Client Interaction & Requirements Gathering Lead client discovery sessions virtually or onsite (up to 30% travel), document business requirements, and provide consultative guidance throughout the implementation process
Platform Configuration & Data Strategy Configure the DealCloud platform based on client needs and analyze legacy data sets to inform system design. Use Excel to map, normalize, and import disparate data sets
Project Management & Internal Operations Maintain internal systems, track timelines, log utilization hours, and ensure all in-scope requirements are met during implementation
Mentorship & Team Collaboration Provide coaching and guidance to Associate Consultants, supporting their development and contributing to team success. Serve in a supporting role on complex projects led by senior consultants
Scoping & Documentation Support Participate in scoping and order form completion for Tier 3–5 engagements, contributing to accurate project planning and client alignment
Qualification
Required
2–4 years of experience in professional services, SaaS implementation, or within private equity/investment banking with strong business process knowledge
Bachelor's degree or equivalent relevant experience
Subject matter expertise in legal industry
Proven success in managing client-facing software implementation projects
Strong analytical and problem-solving skills with a consultative mindset
Highly proficient in Microsoft Excel for data manipulation and import
Excellent communication and relationship-building skills
Ability to manage escalations and think critically under pressure
Strong organizational skills and ability to manage multiple priorities
Passion for learning new technologies, business models, and implementation methodologies
Preferred
1–3 years of experience with the DealCloud platform or similar enterprise SaaS solutions
Familiarity with relational database concepts and CRM best practices
Benefits
Professional development opportunities supported by a community of experienced professionals
Reimbursement for training and continuing education
Complimentary lunches
Fully stocked kitchens
Comprehensive wellness and flexible time off programs
Family-formation benefits
Paid volunteer time off
Donation matching program
Company
Intapp
Intapp is a provider of industry-specific, cloud-based software solutions that enable connected professional and financial services.
1001-5000 employees
H1B Sponsorship
Intapp has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
2023 (6)
2022 (17)
2020 (7)
Funding
Current Stage
Public CompanyTotal Funding
unknown2021-06-29IPO
2017-04-12Private Equity
2013-02-05Private Equity
Leadership Team
John Hall
CEO
Thad Jampol
Co-Founder / Chief Product Officer
Recent News
2025-11-08
2025-11-05
Company data provided by crunchbase