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- Tasks: Lead client engagements and implement tailored solutions using the DealCloud platform.
- Company: Join Intapp, a dynamic tech company focused on innovation and client success.
- Benefits: Enjoy professional development, wellness programs, and flexible work options.
- Why this job: Make a real impact in private capital markets while growing your career.
- Qualifications: 2+ years in SaaS implementation or professional services with strong analytical skills.
- Other info: Collaborative environment with opportunities for mentorship and skill expansion.
The predicted salary is between 36000 - 60000 ÂŁ per year.
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.
What You will do
- 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: Participate in scoping and order form completion for Tier 3–5 engagements, contributing to accurate project planning and client alignment.
What you will need
- 2+ 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.
What you will gain at Intapp
- Expand Your Skills: Unlock your potential with professional development opportunities supported by a community of experienced professionals.
- Enjoy Where You Work: Thrive in our modern, open offices designed to inspire creativity and collaboration.
- Support What Matters Most: Comprehensive wellness and flexible time off programs and benefits designed to care for you and your family.
Implementation Consultant employer: Intapp
Contact Detail:
Intapp Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Implementation Consultant
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend relevant events, and don’t be shy about asking for introductions. The more people you know, the better your chances of landing that sweet Implementation Consultant role.
✨Tip Number 2
Prepare for those interviews! Research Intapp thoroughly, understand their products, and think about how your experience aligns with their needs. Practise common interview questions and have examples ready that showcase your skills in SaaS implementation and client management.
✨Tip Number 3
Show off your problem-solving skills! During interviews, be ready to discuss how you've tackled challenges in past projects. Use the STAR method (Situation, Task, Action, Result) to structure your answers and make them impactful.
✨Tip Number 4
Don’t forget to follow up! After your interview, send a thank-you email to express your appreciation for the opportunity. It’s a great way to reinforce your interest in the role and keep you top of mind for the hiring team.
We think you need these skills to ace Implementation Consultant
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Implementation Consultant role. Highlight your experience in SaaS implementation and client engagement, as these are key aspects of the job.
Showcase Your Skills: Don’t forget to emphasise your analytical and problem-solving skills. Mention any relevant experience with Microsoft Excel and how you've used it in past projects to manipulate data effectively.
Be Personable: Since this role involves a lot of client interaction, let your personality shine through in your application. Use a friendly tone and share examples of how you've built strong relationships with clients in the past.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at Intapp
✨Know the DealCloud Platform
Familiarise yourself with the DealCloud platform and its functionalities. Understand how it can be configured to meet client needs, as this will be crucial in demonstrating your expertise during the interview.
✨Showcase Your Client Engagement Skills
Prepare examples of past client engagements where you led implementations or managed relationships. Highlight your ability to communicate effectively and manage escalations, as these are key aspects of the role.
✨Demonstrate Analytical Thinking
Be ready to discuss how you've used analytical skills to solve problems in previous roles. Think of specific instances where you translated complex requirements into actionable solutions, especially in a SaaS context.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your project management and mentorship abilities. Practice articulating how you would handle various situations, such as leading a discovery session or mentoring a junior consultant.
