Principal Consultant

The firms shaping private capital, investment banking, and law don't run on generic software. They need platforms built for their world — and consultants who understand that world deeply enough to change how it works.

As a Principal Consultant at Intapp, you'll lead enterprise engagements for clients implementing Intapp DealCloud, the relationship and deal management platform trusted by the world's leading professional firms. This isn't a configuration role. You'll advise senior stakeholders, architect scalable data solutions, and help clients fundamentally improve how they manage relationships, pipelines, and institutional knowledge.

What you'll do

• Lead strategic enterprise engagements: Serve as engagement lead for enterprise clients, applying deep industry expertise to architect tailored solutions that align with business goals and deliver measurable outcomes.
• Design and implement scalable solutions: Analyze client operations and data ecosystems, including legacy data sets, to design platform configurations, inform system architecture, and plan data migration that addresses complex business challenges.
• Advise senior stakeholders and manage escalations: Act as a trusted advisor to senior client stakeholders, guiding strategic conversations and proactively resolving escalations to mitigate risk and maintain trust.
• Document, train, and enable clients: Partner with Technical Leads to produce clear design documentation, and deliver customized training that helps client teams confidently adopt and optimize their solutions.
• Develop design frameworks and oversee quality: Build and apply scalable design frameworks for consistency across engagements, and lead QA efforts to validate solution integrity, performance, and alignment with client expectations.
• Support pre-sales and scoping: Shape solution scope, support order form development, and align proposed deliverables with client needs.
• Collaborate and develop the team: Partner with Support, Customer Success, and Product to ensure seamless delivery across the client lifecycle, while sharing expertise with peers and junior team members to reinforce best practices.

What you'll bring

• 5-8+ years of experience in client-facing, project-based software implementation, with a track record of leading complex enterprise engagements.

• 3–5 years of experience in private equity, investment banking, or related financial services.

• Bachelor’s degree in information systems, Business Administration, or equivalent experience.

• Proven ability to build trust and deliver strategic value in high-stakes client environments.

• Advanced proficiency in Microsoft Excel and familiarity with SaaS platforms and data architecture.

• Strong analytical skills with the ability to translate complex requirements into scalable solutions.

• Exceptional communication and facilitation skills; adept at leading client workshops and internal collaboration.

• Highly organized, adaptable, and capable of managing multiple priorities under pressure.
• Passion for continuous learning and innovation in technology and industry trends.

• Self-directed and proactive with a commitment to excellence and client success.

Why this role

Intapp works with the firms that shape entire industries. This role puts you at the center of their digital transformation — not as part of a large delivery machine, but as a trusted adviser with real influence over outcomes and a genuine seat at the table.

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.

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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.