I

Intapp

Industry cloud solutions for professional services

Principal Consulting Lead

Technology & Systems ConsultingConfirmed live in the last 24 hours
Full-timeNew York, NY, USAHybrid

About the Job

Requirements

  • At least 10 years of experience in enterprise consulting, software implementation, or strategic client delivery roles.
  • At least 5 years of specialized experience with DealCloud CRM, or at least 5 years of CRM experience in financial services, private equity, or investment banking.
  • Proven success leading large-scale, complex client engagements with executive-level stakeholders.
  • Strong escalation management skills and the ability to navigate ambiguity and drive resolution.
  • Experience and willingness to execute mentoring and coaching programs within a consulting or professional services environment.
  • Demonstrated ability to influence product strategy through structured feedback and client advocacy.
  • Ability to collaborate across cross-functional teams, including Technology, Product, and Governance.

Responsibilities

  • Oversee delivery of the largest and most complex client implementations, ensuring alignment with business objectives, delivery excellence, and long-term client success.
  • Provide direct leadership in resolving critical client issues, applying strategic thinking and cross-functional coordination to mitigate risk and maintain client confidence.
  • Partner with Consulting Managers to design and implement scalable frameworks that support team development, knowledge sharing, and consistent delivery quality.
  • Own the product feedback loop by representing client needs internally and collaborating with Product, Program Governance, and Architecture teams to influence the roadmap and solution evolution.
  • Lead cross-functional initiatives that enhance delivery methodologies, improve operational efficiency, and drive innovation across the consulting organization.
  • Contribute to pre-sales efforts by shaping solution scope, supporting order form development, and ensuring alignment between proposed deliverables and client expectations.
  • Act as a strategic partner to internal teams, including Technology, Product, and Governance, to ensure cohesive execution across enterprise accounts.

About the Company

Intapp

Industry cloud solutions for professional services

Intapp provides industry-specific cloud software and advisory services for professional and financial services firms. Its core product, OnePlace, links different operations to support the entire client lifecycle from strategy to execution, while helping modernize and secure IT systems. It differentiates itself by combining targeted software with hands-on transformation services and data activation to improve client outcomes and grow new business. The company aims to help firms achieve growth and better client experiences by aligning data, processes, and technology.

Company size
1,001-5,000
Company stage
IPO
Headquarters
Palo Alto, CA
Founded
2000

Recently Posted Jobs

Explore more opportunities at Intapp

See more jobs