Consultant, Implementation Services

The Consultant plays a key role in delivering tailored solutions to clients through the configuration and implementation of the Deal Cloud 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.

• 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, identify 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 Deal Cloud 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 utilisation hours, and ensure all in‑scope requirements are met during implementation.
• Mentorship & Team
  
  Collaboration:
  
  provide coaching and guidance to Associate Consultants, support their development and contribute 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 organisational skills and ability to manage multiple priorities.
• Passion for learning new technologies, business models, and implementation methodologies.

• 1‑3 years of experience with the Deal Cloud 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.

• 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…