Intapp

Chief Technology Officer

• Inspire clients to fully understand the possibilities of Intapp technology through thought leadership, digital transformation workshops, and other consultative engagements.
• Connect prospects’ business strategies, priorities, and application landscape to Intapp technologies and value propositions.
• Operate as the primary subject matter expert for all things related to cloud and data integration.
• Deliver solution presentations and demonstrations to technical, business users, and executive-level management.
• Advise clients on enterprise and solution architecture including Intapp and third-party solutions.
• Proactively build and maintain knowledge of Intapp's product landscape and industry strategy.
• Collaborate with clients and implementation teams to model and plan realization plans.
• Provide input and expertise on RFP/RFI requests.
• Maintain thorough knowledge of competitive landscape and product offerings.

Field CTO, Client Technology Strategist – Financial Services

Account Executive

• Drive new client acquisition by targeting accounting and consulting firms in the assigned region/market.
• Educate clients about Intapp products and solutions and raise awareness.
• Identify and aggressively develop a pipeline of opportunities using the Intapp Sales Methodology.
• Meet and exceed sales goals – both for new sales and add-on sales and upgrades.
• Support client success projects and lead efforts to improve relationships with clients.
• Lead Account Management to ensure Annual Renewals of Client Agreements and support collections.

Managing Director, Enterprise Account Executive – Accounting & Consulting

Customer Support

• Responsible for triaging and resolving support tickets that flow into the help desk queue
• Assist employees with questions regarding new client site provisioning, changes and feature enablement
• Resolve internal requests involving site provisioning, site changes, site access, enabling/disabling site features
• Prepare detailed specifications and steps to reproduce for items requiring any escalation to our Product Support team
• Identify potential delays in resolution, take corrective action, and manage communication to the ticket requester
• Work collaboratively with Product Support Specialists on problem analysis and submits recommendations for solution
• Provide clear and concise verbal and written communications with end-users

Product Support Specialist

Manager

• Act as the primary advocate for clients during escalated support situations.
• Lead client handovers from Implementation to Support.
• Conduct quarterly success reviews for premium support clients.
• Develop strong, trust-based relationships with client stakeholders.
• Utilize analytics to monitor customer health and identify trends.
• Use AI tools to prepare client summaries and manage escalation workflows.
• Partner with internal teams to address complex client challenges.

Client Advocacy Manager

Analyst

• Assist segment team members in ongoing maintenance and update of critical client and opportunity data.
• Become expert in Intapp’s contracts and entitlements system and processes.
• Provide guidance to sales team on account & contract complexity and Intapp Deal Standards for all active opportunities.
• Partner with Sales, Legal, Services, Deal Management, and Contract Ops to review, approve, and process non-standard deals.
• Ensure on-going tracking of all deal elements that may have revenue recognition implications.
• Act as segment representative to Contracts and Revenue teams to ensure on-going visibility.
• Assist segment sales team in the creation and maintenance of their Deals in CRM.
• Act as resource to request new agreements from Contracts.
• Play a client advocacy role by collaborating with Contracts to resolve questions/issues and ensure expeditious processing of new requests.
• Facilitate pre-closure deal audits.
• Perform on-going data audits to continuously validate critical system information on clients and transactions.
• Assist in a wide range of support tasks, utilizing strong organizational and analytical skills, under the supervision of CRM, Contract and Legal Operations leaders.
• Contribute as a team player to help maximize the value of the CRM team as an effective, respected, and valued resource within the company.
• Provide training on internal processes and systems to Sales team members in your segment.

Deal Desk Analyst

• Engage and build relationships with all current and potential customers in the defined territory.
• Educate clients about Intapp products and solutions and raise awareness.
• Identify and develop a pipeline of opportunities using Intapp Sales Methodology.
• Meet and exceed sales goals for new and add-on sales and upgrades.
• Support client success projects and improve relationships with clients.
• Lead Account Management to ensure Annual Renewals of Client Agreements and support collections.

Support Engineer

• Manage customer support requests and provide timely and accurate responses
• Create, prioritize, track, and update customer issues/features in Microsoft Azure DevOps
• Provide training to first/second-line support staff from customer or partner organizations
• Participate in ongoing rota to provide cover for our EMEA customers
• Provide IT systems support for Collaboration and Content staff
• Create and maintain documentation, including near-real-time updates to the Collaboration and Content Knowledge Base

Technical Support Engineer

• Act as the primary advocate for clients during escalated support situations, engaging across all business units and industries to ensure timely resolution and positive outcomes.
• Lead client handovers from Implementation to Support, including reviewing support procedures, introducing resources, and coaching clients on leveraging the support portal and community.
• Conduct quarterly success reviews for premium support clients, monitor satisfaction, and proactively manage open cases and escalations.
• Develop strong, trust-based relationships with client stakeholders to foster long-term partnerships and loyalty.
• Utilize analytics to monitor customer health, identify trends, and create actionable plans to improve engagement and satisfaction.
• Use AI tools to prepare client summaries, manage escalation workflows, and streamline communication.
• Partner with internal teams (Product, Sales, Support, GTM, Training, Implementation) to address complex client challenges and advocate for client needs.

Data Engineer

• Design and implement robust, scalable ETL/ELT pipelines to ingest, transform, and deliver data across the organization
• Build and maintain data models optimized for analytical workloads and downstream consumption
• Develop reusable frameworks and libraries to accelerate data engineering workflows
• Architect and manage cloud-native data solutions on AWS, leveraging services such as S3, EC2, ECS, ECR and EventBridge
• Deploy and orchestrate containerized workloads using Docker and Kubernetes in production environments
• Implement infrastructure-as-code practices using Terraform, CloudFormation, or similar tools
• Design and optimize data warehouse architectures using Redshift or Snowflake
• Manage data lifecycle, governance, and cost optimization within warehouse environments
• Explore and integrate AI agents and Model Context Protocol (MCP) patterns into data workflows where applicable
• Collaborate with AI/ML teams to ensure data infrastructure supports model training, inference, and feature engineering needs
• Participate in architectural decisions and contribute to the data platform roadmap

Senior AI & Data Engineer

Program Manager

• Manage a complex portfolio of software implementation projects for strategic clients
• Serve as the primary contact for executive sponsors
• Ensure that projects deliver value on time and within budget
• Prepare and lead Steering Committee meetings with client C-suite members
• Engage hands-on to assist project managers during critical phases
• Manage escalations and drive a program plan across initiatives
• Coordinate quarterly roadmap reviews with stakeholders
• Identify resource gaps and align team members with project needs
• Incorporate innovative methodologies to accelerate delivery

Product Manager

• Own and maintain the product backlog in alignment with the agreed product roadmap and strategic priorities.
• Breakdown roadmap initiatives into workable items with clear acceptance criteria.
• Continuously groom, refine and re-prioritize the backlog items to ensure development teams’ velocity is maintained.
• Collaborate with the Senior Director of Product Management to balance new feature development, technical debt and enhancements in line with agreed priorities.
• Translate high-level product direction into clear, functional requirements and detailed user stories.
• Collaborate with development and design teams to review and deliver user flows, wireframes, prototypes, UX designs and ensure functional completeness before development starts.
• Function as the primary product interface for development and design teams.
• Participate actively in Sprint Planning, Weekly Meetings, Sprint Reviews/demos, Retrospectives.
• Run weekly product updates and issues resolution meetings.
• Track and communicate delivery status, scope change and key risks and associated mitigations.
• Work with the documentation team to ensure release notes and feature documentation are up to date.

Senior Product Manager

Chief Marketing Officer

• Drive the strategy, thought leadership, and positioning to grow Intapp's Legal business.
• Develop compelling and prescriptive thought leadership and present to clients/prospects.
• Partner with Industry Principals, Solution Product Marketers, Sales, and Demand Generation.
• Build Intapp's industry value proposition and drive a coordinated go-to-market strategy.
• Position the company as the trusted voice on the transformation of legal services and a strategic partner for firms navigating AI adoption.
• Develop bold, differentiated industry thought leadership and own the annual messaging architecture for the legal vertical.
• Create CXO perspectives on trends shaping the legal market.
• Develop keynote content and secure speaking opportunities at marquee industry events.
• Serve as an external voice for Intapp in the legal market, building relationships with analysts, media, and industry influencers.
• Partner with demand gen/growth marketing to activate industry ABM campaigns.

Field CTO, Client Technology Strategist – Financial Services

Managing Director, Enterprise Account Executive – Accounting & Consulting

Product Support Specialist

Client Advocacy Manager

Deal Desk Analyst

Managing Director, Enterprise Account Executive – Accounting & Consulting

Technical Support Engineer

Client Advocacy Manager

Senior AI & Data Engineer

Program Manager

Senior Product Manager

Industry Marketing Director – Legal