Consultant, Implementation Services

The Consultant plays a key role in delivering tailored solutions to clients through the configuration and implementation of the DealCloud platform. Positioned above the Associate Consultant level, this role involves leading small to mid-sized client engagements, supporting enterprise implementations, and applying industry best practices to drive client success. Consultants are expected to take greater ownership of client relationships, contribute to solution design, and mentor junior team members while continuing to build expertise in private capital markets and enterprise SaaS delivery., 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.

• 2 plus 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 one or more verticals (e.g., Fund of Funds, Credit, Real Estate, Lending).
• 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 Experience & Skills

• 1-3 years of experience with the DealCloud platform or similar enterprise SaaS solutions.
• Familiarity with relational database concepts and CRM best practices.
• Experience contributing to scoping and project planning activities.

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.