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Intapp

Industry cloud solutions for professional services

Director – IT Portfolio Management

Program ManagementConfirmed live in the last 24 hours
Full-timeCharlotte, NC, USANo salary listedHybrid

About the Job

Requirements

  • Experience in strategy and operations, portfolio management, PMO, or program delivery within B2B SaaS or professional services technology, including leading program or project managers through performance management and capacity allocation.
  • Direct ownership of an annual technology investment planning cycle, including scenario modeling and a budget partnership with finance.
  • Experience owning IT vendor management and renewals, and an IT operating model that covers intake, a quarterly operating review cadence, and resource governance.
  • A track record of building intake, scoring, and stage-gate governance that the business adopted.
  • Fluency in business case and benefits math, including ROI, payback, hard versus soft savings, and baselines.
  • Executive communication skills, including the ability to say no with data, and hands-on comfort with portfolio tooling such as Jira, Asana, or a dedicated PPM tool, and AI tools for analysis and reporting.

Responsibilities

  • Define the strategy for how IT funds, sequences, resources, and measures its roadmap, and how IT operates as a delivery organization.
  • Lead the team responsible for portfolio and program management, the IT operating model, vendor management, and capacity governance.
  • Run the annual IT investment plan with FP&A, aligned to the budget calendar, using one intake and prioritization process for all requests.
  • Present funded, partially funded, and unfunded scenarios with explicit trade-offs, then move to a rolling quarterly refresh after the first cycle.
  • Own the IT operating model, including investment planning standards, resource governance, QBR cadence, vendor management and renewals, and the IT RACI defining decision rights across Enterprise Transformation, Enterprise Applications, Data Solutions, Services & Infrastructure, and business owners.
  • Reconcile capacity with demand across IT; lead the TPM team, assign TPMs to initiatives, and maintain one sizing model that separates committed from requested work, builds in a buffer for unplanned work, and tracks estimates against actuals.
  • Standardize delivery governance with one status template, one source of truth, and formal change control on scope.
  • Run project kickoff standards, release readiness, and cross-IT dependency and risk management.
  • Track benefits realization by requiring a benefit type, baseline, and named business owner on every proposal, and run post-implementation reviews at 30, 60, and 90 days.
  • Publish an automated portfolio dashboard that reports delivery status and benefits independently, and report time-to-benefit and variance to the business case directly to the CIO.

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

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