Overview
As a Principal Consultant at Intapp, you lead the most strategic, high-impact enterprise engagements and drive client outcomes through strong leadership and cross-functional collaboration. You will act as a trusted advisor to clients and internal teams, shaping delivery practices and contributing to product evolution. You’ll champion delivery excellence, scale consulting capabilities, and guide strategic initiatives across the organization. This is a hands-on, impact-driven role with a clear hook in transforming large-scale implementations.
Pay / Benefits
- professional development support
- modern open offices
- complimentary lunches
- wellness and flexible time off
- family-formation benefits
- volunteer time off and donation matching
Responsibilities
- Lead strategic enterprise engagements ensuring delivery excellence and long-term client success
- Manage escalations and mitigate risk with cross-functional coordination
- Develop scalable frameworks for capability building and knowledge sharing
- Represent client needs in product feedback loops to influence roadmap
- Lead cross-functional strategic delivery initiatives to boost efficiency and innovation
- Contribute to pre-sales by shaping scope and aligning deliverables with client expectations
- Collaborate with Technology, Product, and Governance for cohesive execution across accounts
Key requirements
- 7+ years in enterprise consulting, software implementation, or strategic client delivery roles
- 5+ years CRM experience in DealCloud or financial services/private equity/ investment banking CRM
- Proven track record leading large-scale engagements with executive stakeholders
- Strong escalation management and ability to navigate ambiguity
- Experience mentoring and coaching within a consulting environment
- Ability to influence product strategy through structured client feedback
- Excellent collaboration, communication, facilitation, and leadership skills
- collaboration
- communication
- leadership
- DealCloud CRM
- CRM experience in financial services
- enterprise SaaS
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