Intapp

Analytics Engineer

• Design and maintain analytical data models — schemas, views, and aggregations — that correctly represent FinOps data including cloud cost, cost allocation, anomaly signals, infrastructure usage, and unit economics, with additional domains to follow.
• Build ingestion and normalization pipelines that clean and unify data from heterogeneous sources — AWS and Azure billing, SaaS platforms, product telemetry, and internal systems — into a consistent, queryable analytical layer.
• Develop AI-powered reporting skills in Python using MCP (Model Context Protocol) that return structured, reliable answers to stakeholder questions — covering cost anomalies, team-level spend breakdowns, usage trends, and more as new domains come online.
• Implement prompt engineering and output validation layers that make AI-generated answers trustworthy — handling empty results, ambiguous time ranges, and conflicting data gracefully.
• Build and maintain dashboards in Metabase covering FinOps metrics (showback, chargeback, anomaly signals, unit costs) and expanding to additional domains as the platform grows.
• Collaborate with FinOps experts, product managers, and other domain leads to translate requirements into accurate data models and query patterns that reflect how the underlying data actually behaves.
• Help evaluate and contribute to architecture decisions as new data domains and source systems are brought into the platform.
• Document data models, AI skill patterns, and pipeline logic so the broader team can understand, extend, and trust what you build.
• Continuously improve data quality, query performance, and AI output reliability as the platform scales in volume, variety, and scope.

FinOps Engineer, Product Analytics

Solutions Engineer

• Drive consultative prospect engagements
• Accountable for product and technical evaluations
• Collaborate with sales team members including Value Engineering and product management
• Ensure feasibility and proper post-sales execution
• Coordinate and respond to RFIs and RFPs
• Assist in account strategy and planning
• Maintain knowledge of competitive landscape
• Stay current with industry events

Senior Solutions Consultant

Full-stack Engineer

• Design and develop high-quality software solutions using .NET technologies, MS SQL, and PostgreSQL.
• Collaborate with cross-functional teams to gather requirements and translate them into technical specifications.
• Participate in the entire software development lifecycle, including planning, coding, testing, and deployment.
• Write clean, efficient, and maintainable code while adhering to coding standards and best practices.
• Troubleshoot and debug software defects and provide timely resolutions.
• Optimize software performance and identify areas for improvement.
• Conduct code reviews to ensure quality and adherence to coding standards.
• Document software designs, technical specifications, and implementation details.
• Collaborate with other team members to promote knowledge sharing and foster a collaborative work environment.

Senior Software Engineer

Account Manager

• Manage and expand a dedicated portfolio of accounts with a focus on retention and net-new adoption of Intapp solutions.
• Build and deepen relationships with senior leaders and executive sponsors at client firms.
• Develop and execute strategic account plans that convert opportunity into measurable expansion.
• Lead quarterly business reviews and regular client check-ins to align on outcomes and next steps.
• Monitor client health using quantitative and qualitative signals and act proactively to remove friction.
• Partner across Sales, Product, Services, and Customer Success to deliver seamless client experiences and scalable operational improvements.
• Provide thought leadership on capital markets trends and how Intapp addresses them.
• Plan and run targeted client outreach programs and events.
• Own and execute team-level initiatives that improve processes and drive results.

Enterprise Account Manager

Account Executive

• Oversee and expand a dedicated portfolio, focusing on client retention and driving the adoption of Intapp solutions.
• Cultivate and strengthen relationships with senior leaders and executive sponsors at client firms.
• Develop and implement strategic account plans that translate opportunities into measurable growth.
• Lead quarterly business reviews and conduct regular check-ins to align on outcomes and next steps.
• Assess client health using quantitative and qualitative metrics, acting proactively to mitigate issues.
• Partner with Sales, Product, Services, and Customer Success teams to ensure seamless client experiences and operational enhancements.
• Provide insights on capital markets trends and articulate how Intapp addresses these challenges.
• Plan and execute targeted client outreach initiatives and events.
• Lead team-level initiatives aimed at improving processes and driving results.

Account Director – Private Capital

Program Manager

• Manage and drive a program plan, to include interdependencies across projects
• Prepare, plan, and lead program updates to internal stakeholders
• Become a trusted advisor of the client Intapp sponsor and senior/executive client stakeholders
• Dive into the details in a “hands on” capacity to assist project managers during critical project phases
• Provide management in a matrixed capacity to project managers and Intapp services professionals
• Manage escalations swiftly with senior client leaders
• Negotiate with senior level management (internal and external)
• Identify and match the skills of the project team members with projects
• Leverage and incorporate innovative methodologies, enablers, and best practices to accelerate delivery and time to value to customer

Program Manager – Time Migration

Chief Marketing Officer

• Build and rapidly iterate Celeste's positioning, messaging, and narrative.
• Test stories with buyers, learn what resonates, and evolve the message as the product and market develop.
• Design and evolve packaging, pricing, and commercial models.
• Work with Product and Sales to test offers, find what drives adoption, and support long-term growth.
• Develop use cases and value stories across professional and financial services.
• Over time, expand and adapt the Celeste narrative to new industries, personas, and geographies.
• Build go-to-market playbooks and sales enablement from the ground up, from product launch through field activation.
• Partner with Product and Engineering to bring market and buyer insights into the roadmap: competitive dynamics, buyer objections, and whitespace opportunities.
• Establish Celeste's market credibility through analyst engagement, media, client proof points, and ROI case studies.

Product Marketing Director – Agentic AI Platform

• Drive expected value out of target region/market across various segments of Private Capital.
• Identify and qualify prospects via targeted networking and existing client relationships.
• Develop new prospects to build and manage a sustained pipeline.
• Facilitate information gathering to match prospects needs.
• Close Subscription and Services business across the region.

Enterprise Account Executive – Private Capital Markets

• Manage a team of 7 to 9 Account Managers that own the overall relationship with assigned clients.
• Increasing adoption, ensuring retention, and satisfaction of clients.
• Coach Account Managers on how to establish a trusted/strategic advisor relationship with each assigned client.
• Help in managing the entire sales lifecycle of transactions to ensure visibility into and predictability of the lead-to-close process.
• Ensure positive relationships with all employees, customers, partners, and shareholders.
• Meet and exceed team upsell opportunities.
• Work with clients to establish critical goals and aid the customer in achieving their goals.
• Provide guidance on timely resolution of escalated sales-related issues.
• Communicate with key customers, business partners and executives on significant issues and accomplishments.

Senior Manager, Account Management

Sales Operations Manager

• Build and maintain dashboards, scorecards, and forecasting models to support pipeline visibility and sales performance for the Financial Services vertical.
• Use SQL to pull, clean, and model data from multiple systems to provide deep analysis on trends, pipeline quality, win/loss patterns, retention risk, and revenue performance.
• Diagnose performance gaps using data-driven insights and recommend corrective action in collaboration with Sales Leadership.
• Monitor vertical-specific KPIs (deal velocity, conversion benchmarks, ACV trends, territory coverage, and product adoption metrics).
• Design and continuously refine sales processes tailored to the Financial Services vertical, using quantitative analysis to validate improvements.
• Implement process automations and workflow logic in the CRM to increase sales productivity and reduce administrative overhead.
• Administer and optimize the CRM platform, ensuring accurate data capture across complex financial institution hierarchies and multi-stakeholder buying groups.
• Own forecasting processes for the Financial Services sales vertical, using data modeling, historical trends, and rep-level analytics to improve forecast accuracy.

Manager

• Design and deliver a best-in-class workplace experience across food & beverage, guest services, wellness, sustainability, and hybrid offerings.
• Curate engaging in office- moments that foster connection, collaboration, and culture.
• Partner closely with members of Intapp’s global Workplace Experience team to align local execution with global strategy, standards, and priorities.
• Lead cultural, community, and business events including all-hands, milestone celebrations, client events, and team offsites.
• Oversee day-to-day NYC office operations including reception, mail/shipping, supplies, facilities coordination, and vendor performance.
• Build and maintain strong vendor partnerships, leading contracts, renewals and cost optimization efforts.
• Monitor workplace success metrics including attendance, utilization, feedback, service performance, and program ROI.

Senior Workplace Experience Manager

SDET

• Assist in developing and maintaining automated test scripts for applications running on the Azure Cloud Platform.
• Execute automated test suites and perform basic manual testing when needed to validate application functionality.
• Work with senior QA Automation engineers to learn and apply automation frameworks using tools such as Selenium and Azure DevOps.
• Help design and maintain test cases and test data for automated testing.
• Collaborate with developers to understand application behavior and identify automation-friendly test scenarios.
• Analyze test execution results, report defects, and assist in troubleshooting failed automated tests.
• Support the integration of automated tests into CI/CD pipelines to improve release reliability.
• Continuously improve automation skills and contribute to enhancing test coverage and test reliability.

Associate QA Automation Engineer

Marketing

• A team that drives business impact. Lead and grow a team of 7+ product marketing managers, each owning a product category end-to-end from new product launch to feature releases.
• Develop your team and set the bar for strategic rigor, craft, and market impact.
• GTM strategies that grow revenue. Define and evolve go-to-market strategy for each product: market segmentation, competitive positioning, packaging, pricing, sales motions, and integrated marketing plans.
• Narratives that shape the market. Build the messaging architecture for each product, connecting product capabilities to business outcomes that buyers care about.
• An ecosystem that carries the message. Partner with marketing, enablement, and sales leadership to translate strategy into consistent activation.
• Market intelligence that informs decisions. Maintain a fact base on the market: buyer insights, win/loss patterns, competitive analyses.

VP, Solutions Marketing

• Manage a dedicated book of accounts, focusing on retention and growing Intapp's footprint
• Establish and cultivate relationships with senior leaders of client firms
• Create and execute strategic account plans to capitalize on large expansion opportunities
• Drive the process of quarterly business reviews and check-in points with key clients
• Proactively monitor client health through quantitative and qualitative means
• Contribute to cross-functional programs across firm to improve operations and efficiencies
• Provide thought leadership on capital markets industry and solutions
• Plan client outreach initiatives and events
• Develop and execute on team-wide initiatives

Senior Account Manager

Consultant

• Lead Strategic Enterprise Engagements for enterprise clients.
• Conduct advanced analysis of client operations and data ecosystems.
• Operate as a trusted advisor to senior client stakeholders.
• Collaborate with Technical Leads to produce clear documentation.
• Deliver customized training sessions to client teams.
• Partner with internal teams to ensure seamless delivery and continuous improvement.
• Develop and apply scalable design frameworks.
• Lead QA efforts to validate solution integrity.
• Analyze legacy data sets to inform system architecture.
• Proactive management of client escalations.
• Contribute to pre-sales activities by shaping solution scope.
• Collaborate with peers to elevate delivery quality and share expertise.