I

Intapp

Industry cloud solutions for professional services

NetSuite Product Specialist

Full-Time
No salary listed
Senior
Palo Alto, CA, USA+1 moreMore locations: Charlotte, NC, USA
Hybrid
IT OperationsEnterprise Applications

About the job

Requirements
  • At least 5 years of NetSuite experience, primarily in a functional or business analyst capacity.
  • Working proficiency in SuiteScript 2.x, including User Event, Client, and Scheduled scripts, with the ability to read, modify, and write scripts independently.
  • Familiarity with SuiteFlow and SuiteBuilder for workflow and customization builds.
  • Understanding of CI/CD concepts as applied to NetSuite, including sandbox/test/production promotion, SuiteCloud Development Framework (SDF), Git-based version control, and structured release cycles.
  • Experience running fit-gap analysis and coordinating user acceptance testing (UAT).
  • Strong written and verbal communication skills for frequent engagement with business stakeholders.
Responsibilities
  • Own requirements gathering across Finance, Operations, and other business stakeholders.
  • Translate business needs into functional specifications, user stories, and process documentation.
  • Run fit-gap analysis to evaluate native NetSuite features, SuiteApps, and custom builds.
  • Lead UAT planning and execution and manage stakeholder sign-off.
  • Maintain the enhancement backlog and prioritize work against business impact.
  • Document current-state and future-state process flows.
  • Serve as the primary point of contact for questions about how to use NetSuite.
  • Build routine customizations, including custom fields, records, forms, saved searches, and SuiteFlow workflows.
  • Write and maintain light-to-moderate SuiteScript 2.x for common use cases, including User Event, Client, and Scheduled scripts.
  • Deploy changes through the CI/CD pipeline from sandbox to test to production, using SDF and Git-based version control.
  • Participate in code review and release processes instead of making ad hoc production changes.
  • Escalate and partner with a developer or contractor on complex integrations, Map/Reduce scripts, or heavy custom builds outside the role's scope.
  • Apply functional knowledge of NetSuite financial processes, including Quote-to-Cash (Q2C) and Record-to-Report (R2R).
  • Configure Advanced Revenue Management (ARM) and revenue recognition rules based on ASC 606.
  • Build and maintain custom financial statements using Financial Report Builder, including income statements, balance sheets, and cash flow statements.
  • Support OneWorld multi-subsidiary consolidations, multi-currency, and intercompany processes.
  • Use SuiteAnalytics saved searches, datasets, and workbooks for financial and operational reporting.
  • Manage roles, permissions, and configuration changes.
  • Maintain technical and functional documentation for customizations.
  • Monitor governance limits and flag changes requiring deeper development involvement.
Desired Qualifications
  • NetSuite certifications such as SuiteFoundation or ERP Consultant.
  • Exposure to SuiteTalk, REST APIs, or middleware.
  • Familiarity with Agile/Scrum ceremonies for internal IT or business systems work.

About the company

I

Intapp

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Website

Intapp provides cloud software and advisory services for professional and financial services firms. Its main platform, Intapp OnePlace, connects workflows and data to support the entire client lifecycle from strategy to execution. The product is deployed as a subscription/licensing model complemented by strategic consulting, with expert teams helping firms modernize IT and activate data across complex client relationships. Intapp differentiates itself by pairing industry-focused software with hands-on transformation services to improve client outcomes, grow new business, and align IT with firm goals. The company's goal is to help firms achieve growth and operational excellence through better data activation and streamlined client experiences.

Company Size

1,001-5,000

Company Stage

IPO

Headquarters

Palo Alto, California

Founded

2000

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Simplify's Take

What believers are saying

  • August 2026 FY2026 SaaS revenue hit $115.0 million, up 27% year over year.
  • September 10, 2026 OpenAI plug-in exposes firm data inside ChatGPT for Financial Services.
  • August 25, 2026 Legora partnership expands Intapp into law-firm AI time capture.

What critics are saying

  • OpenAI can compress Intapp's interface advantage once firms standardize on ChatGPT workflows.
  • Legora owns the lawyer desktop; Intapp risks becoming a behind-the-scenes compliance layer by 2027.
  • FY2026 showed negative net margin and heavy stock compensation; profitability stays fragile.

What makes Intapp unique

  • Intapp embeds governed AI inside regulated workflows, not generic chat, via Celeste and Walls.
  • DealCloud owns relationship history across 1,700 private-capital and investment-banking firms.
  • Compliance, Time, and Profitability Network connect acceptance, billing, and collections in one system.

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Benefits

  • Professional Development Budget
  • Wellness Program
  • Flexible Work Hours
  • Paid Volunteer Time Off
  • Donation Matching Program
  • Family Planning Benefits

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
Yahoo Finance
Oct 16th, 2026
Intapp's Mauldin & Jenkins deployment tests its AI workflow story, with $888M revenue forecast by 2029

Intapp has gone live at accounting firm Mauldin & Jenkins with Intapp Employee Compliance, which replaces the firm's manual, email-based independence program. The automated platform covers financial interest monitoring, annual certifications, outside business activities, and trade pre-clearance. The rollout came under budget and ahead of the QC 1000 deadline in December 2026. Intapp expects it to cut hundreds of hours of manual compliance work a year as adoption grows. Intapp's forecasts project $888.0 million in revenue and $76.7 million in earnings by 2029. That requires 15.4% annual revenue growth.

MarketBeat
Oct 2nd, 2026
Intapp (NASDAQ:INTA) CEO John Hall sells 2,200 shares of stock.

Intapp (NASDAQ:INTA) CEO John Hall sells 2,200 shares of stock. October 2, 2026 Key points. * CEO John Hall sold 2,200 Intapp shares for approximately $80,894 under a pre-arranged Rule 10b5-1 trading plan, reducing his stake by 0.04% while retaining about 5.81 million shares. * Intapp shares fell 2.0% to $36.82, with the company valued at approximately $2.82 billion. The stock remains below its 52-week high of $47.93 but above its 52-week low of $19.01. * Intapp exceeded quarterly earnings and revenue expectations, reporting $0.41 EPS and $152.53 million in revenue, up 13% year over year. Analysts have a consensus "Hold" rating and an average price target of $37.86. * MarketBeat previews top five stocks to own in November. Intapp, Inc. (NASDAQ:INTA - Get Free Report) CEO John Hall sold 2,200 shares of the business's stock in a transaction dated Thursday, October 1st. The stock was sold at an average price of $36.77, for a total value of $80,894.00. Following the sale, the chief executive officer owned 5,814,808 shares in the company, valued at approximately $213,810,490.16. The trade was a 0.04% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Intapp stock down 2.0%. Shares of Intapp stock traded down $0.77 during trading on Friday, hitting $36.82. The stock had a trading volume of 42,812 shares, compared to its average volume of 983,663. The company has a market capitalization of $2.82 billion, a PE ratio of -71.11, a P/E/G ratio of 13.98 and a beta of 0.34. Intapp, Inc. has a 1 year low of $19.01 and a 1 year high of $47.93. The stock has a 50 day simple moving average of $37.78 and a 200 day simple moving average of $28.85. Intapp (NASDAQ:INTA - Get Free Report) last announced its earnings results on Tuesday, August 4th. The company reported $0.41 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.36 by $0.05. The company had revenue of $152.53 million for the quarter, compared to the consensus estimate of $149.75 million. Intapp had a negative net margin of 7.15% and a negative return on equity of 3.30%. The company's revenue was up 13.0% on a year-over-year basis. During the same period in the previous year, the business earned $0.27 EPS. Intapp has set its Q1 2027 guidance at 0.390-0.410 EPS and its FY 2027 guidance at 1.580-1.620 EPS. As a group, equities analysts expect that Intapp, Inc. will post 0.07 earnings per share for the current fiscal year. Hedge funds weigh in on Intapp. A number of hedge funds and other institutional investors have recently made changes to their positions in the stock. Versant Capital Management Inc increased its stake in shares of Intapp by 109.5% during the 3rd quarter. Versant Capital Management Inc now owns 1,823 shares of the company's stock worth $66,000 after purchasing an additional 953 shares during the last quarter. Integrated Wealth Concepts LLC bought a new position in Intapp during the second quarter valued at $55,000. Squarepoint Ops LLC purchased a new stake in Intapp in the second quarter worth $1,065,000. Amundi raised its stake in shares of Intapp by 24.0% in the second quarter. Amundi now owns 32,292 shares of the company's stock valued at $814,000 after buying an additional 6,245 shares during the period. Finally, AXQ Capital LP bought a new position in shares of Intapp during the 2nd quarter worth $205,000. 89.96% of the stock is owned by hedge funds and other institutional investors. Analysts set new price targets. Several research analysts have weighed in on INTA shares. Piper Sandler upped their target price on Intapp from $25.00 to $34.00 and gave the stock a "neutral" rating in a research report on Wednesday, August 5th. Zacks Research upgraded shares of Intapp from a "strong sell" rating to a "hold" rating in a research note on Friday, August 28th. Barclays increased their price target on shares of Intapp from $25.00 to $29.00 and gave the stock an "underweight" rating in a research note on Wednesday, August 5th. Wall Street Zen upgraded Intapp from a "hold" rating to a "buy" rating in a report on Saturday, August 15th. Finally, UBS Group upped their price target on Intapp from $40.00 to $46.00 and gave the stock a "buy" rating in a research note on Monday, September 21st. Four research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have issued a Sell rating to the company's stock. Based on data from MarketBeat, Intapp presently has an average rating of "Hold" and an average target price of $37.86. Discover more Stock screener tool Stock ratings tool Financial Markets News Intapp company profile. Intapp, Inc develops cloud-based software designed for professional and financial services firms. Its platform helps organizations manage client and relationship data, workflows, compliance requirements, collaboration, billing, and other operational processes across the client lifecycle. The company's product portfolio includes solutions for deal and relationship management, professional-services time and billing, conflicts management, compliance, document management, and engagement workflows. Further reading. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. Before you consider Intapp, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Intapp wasn't on the list. While Intapp currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys. The AI wave will soon hit public markets with Anthropic and OpenAI set to go public later this year. However, you don't have to wait to invest. This report shows seven AI stocks that you can buy today while the big model providers get ready to go public. Continue following MarketBeat

Yahoo Finance
Sep 24th, 2026
Intapp lands OpenAI partnership for law firm AI despite 20% stock decline

Intapp has partnered with OpenAI to integrate its Celeste AI plug-in with ChatGPT Enterprise, targeting law firms. The integration allows firms to access internal data, workflows, and relationship intelligence through ChatGPT whilst maintaining confidentiality protocols and ethical walls. Shares rose 4% following the announcement. However, the stock remains under pressure, down roughly 20% year-to-date to around $36, compared with a $45 finish in 2025. The company is transitioning to cloud and AI services, with management guiding fiscal 2027 revenue between $656.5 million and $660.5 million. Subscription revenue is expected to reach $528.7 million to $532.7 million. Celeste differentiates itself by targeting business operations rather than legal research automation, addressing the specific compliance needs of regulated industries.

TradingView
Sep 22nd, 2026
Forvis Mazars Capital Advisors selects Intapp DealCloud with Celeste to advance firmwide agentic AI strategy.

Forvis Mazars Capital Advisors selects Intapp DealCloud with Celeste to advance firmwide agentic AI strategy. Intapp (NASDAQ: INTA), the governed AI platform for professional firms in highly regulated industries, today announced that Forvis Mazars Capital Advisors has selected Intapp DealCloud with Celeste. Celeste's agentic capabilities will automate core deal workflows, surface insights from integrated data sources, and free the firm's corporate finance team to focus on clients - not routine tasks. Leading change Forvis Mazars Capital Advisors is the corporate finance advisory service line of Forvis Mazars, one of the largest accounting and consulting firms in the U.S. It operates in an environment where speed, precision, and data quality are core competitive advantages. The corporate finance team needed to reduce the manual, time-consuming work that slows deal execution, such as building buyer lists, tracking deal milestones, and managing outreach at scale. As part of a firmwide initiative to embed agentic AI across its platforms, the team chose DealCloud with Celeste to bring agentic automation to these workflows, with purpose-built playbooks that horizontal AI providers couldn't deliver. Addressing deal workflow automation By serving as the single system of record for relationships, deal pipeline, and market intelligence, DealCloud gives Forvis Mazars Capital Advisors a structured foundation on which AI can deliver real value. By applying agentic AI to the specific workflows that define investment banking and corporate finance practice, Celeste enables professionals to automate tasks that have traditionally consumed hours of their time. Supporting quotes Jason Corson, Managing Director, Forvis Mazars Capital Advisors "Our team handles complex, data-intensive deal processes, and the ability to streamline buyer list creation, outreach, and milestone tracking within the platform we already rely on is a meaningful step forward. Implementing Celeste supports our firmwide initiative to utilize agentic AI that understands our business - not a generic tool we have to work around." Tom Koehler, Global Managing Principal of Accounting and Consulting Industries, Intapp "For years, AI sat beside the work as a tool that a professional opened - separate from the deal and from the data the firm trusts. An agent is different. It acts on the work, so it has to be native to the workflow and connected to the sources the firm already relies on. That's the shift Forvis Mazars is making: from AI that makes a professional faster, to AI built into how the business of the firm actually runs." Additional resources * Discover more about Intapp DealCloud and Intapp Celeste Connect with Intapp * Learn more at Intapp * Get more news in the Intapp newsroom * Follow Intapp on LinkedIn About Intapp Intapp (NASDAQ: INTA) is the governed AI platform for professional firms in highly regulated industries. Intapp's vertically tailored agentic solutions are built for the specialized workflows, complex relationship networks, and professional compliance requirements of accounting, consulting, investment banking, law, private capital, and real assets firms. By applying Firm AI to core processes and data, Intapp helps partners, dealmakers, and advisors drive firm growth, manage compliance, and improve profitability. Learn why the world's top firms trust Intapp's industry-specific enterprise solutions at intapp.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20260922792510/en/

Yahoo Finance
Sep 21st, 2026
Intapp CEO sells $114K in shares under pre-planned trading arrangement

Intapp CEO John Hall sold 3,000 shares of common stock on 14 September 2026, according to an SEC Form 4 filing. Hall exercised stock options at $7.45 per share and immediately sold the resulting shares at a weighted average price of $37.93. The transaction was executed under a Rule 10b5-1 trading plan adopted on 15 December 2025. Following the sale, Hall retains 5,814,808 shares of common stock, along with 70,000 derivative securities. The 3,000 shares sold represent 0.05% of Hall's direct ownership before the transaction. Intapp has a market capitalisation of $2.8 billion and provides AI-powered software solutions to professional services firms including investment banks, law firms, and consulting organisations.