Principal Consultant

About the role

The Principal Consultant is a senior leader within the Professional Services consulting team, responsible for driving the design and implementation of the DealCloud platform for complex, enterprise-level clients. This role blends strategic client advisory with advanced solution architecture, data strategy, and platform configuration. Principal Consultants lead high-impact engagements, influence product evolution, and collaborate across teams to ensure delivery excellence. They also play a key role in elevating team capability through knowledge sharing, collaboration, and modeling best practices.

Responsibilities

• Serve as the engagement lead for enterprise clients, applying deep industry expertise to architect tailored solutions that align with business goals and deliver measurable outcomes.
• Conduct advanced analysis of client operations and data ecosystems to design scalable platform configurations that address complex business challenges.
• Operate as a trusted advisor to senior client stakeholders, guiding strategic conversations and ensuring alignment between platform capabilities and business objectives.
• Collaborate with Technical Leads to produce clear, comprehensive design documentation that supports implementation and long-term platform success.
• Deliver customized training sessions to client teams, enabling confident adoption and optimization of configured solutions.
• Partner with internal teams—including Support, Customer Success, and Product—to ensure seamless delivery and continuous improvement across the client lifecycle.
• Develop and apply scalable design frameworks that support consistency and excellence across diverse client engagements.
• Lead QA efforts to validate solution integrity, performance, and alignment with client expectations.
• Analyze legacy data sets to inform system architecture and ensure optimal data migration and usability.
• Proactively manage and resolve client escalations, applying strategic thinking and platform expertise to mitigate risk and maintain trust.
• Contribute to pre-sales activities by shaping solution scope, supporting order form development, and aligning proposed deliverables with client needs.
• Collaborate with peers and junior team members to elevate delivery quality, share expertise, and reinforce best practices across engagements.

Requirements

• 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.
• Collaborative mindset with experience supporting team development and cross-functional initiatives.
• Passion for continuous learning and innovation in technology and industry trends.
• Self-directed and proactive with a commitment to excellence and client success.

Qualifications

• 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.
• Familiarity with DealCloud platform best practices and enterprise SaaS implementation methodologies.

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.
• Familiarity with DealCloud platform best practices and enterprise SaaS implementation methodologies.

Benefits

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.

Pay

Compensation is competitive and commensurate with experience.

Schedule

Full-time position.