Intapp

Consultant

• Lead Strategic Enterprise Engagements
• Serve as the engagement lead for enterprise clients, applying deep industry expertise to architect tailored solutions
• Conduct advanced analysis of client operations and data ecosystems to design scalable platform configurations
• Operate as a trusted advisor to senior client stakeholders
• Collaborate with Technical Leads to produce clear, comprehensive design 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
• Analyze legacy data sets to inform system architecture
• Proactively manage and resolve client escalations
• Contribute to pre-sales activities by shaping solution scope
• Collaborate with peers and junior team members to elevate delivery quality.

Principal Consultant

Solutions Engineer

• Lead delivery of complex, high-value enterprise client implementations, managing engagements across multiple clients concurrently.
• Full accountability for budget, timelines, scope, and quality commitments on each.
• Coordinate and lead internal resources, third-party vendors, and partner organizations across complex global delivery models.
• Define deliverables, roles, and responsibilities across project teams and provide coaching and guidance to Engagement Managers.
• Track and analyze project scope, schedule, and financial performance across engagements.
• Exercise independent judgment on commercial decisions including change orders and scope adjustments.
• Navigate escalations and complex client situations with executive-level stakeholders.
• Build and maintain trusted advisor relationships with client executive stakeholders.
• Champion Intapp’s delivery methodology and data quality standards.

Senior Engagement Manager – Intapp Software Implementations

Product Marketing

• Lead strategy, planning, and operational execution for the Professional Services organization.
• Drive annual planning, quarterly business reviews, forecasting, and executive operating cadences.
• Partner with Services Sales, Delivery, Architecture, Customer Success, Product, and Finance leaders.
• Develop and execute services go-to-market strategies, offerings, and solution portfolios.
• Lead services sales excellence, including commercial governance, pipeline management, proposal effectiveness, and pursuit support.
• Develop and scale reusable methodologies, delivery assets, accelerators, and AI-enabled tooling that improve delivery quality, productivity, and profitability.
• Define and execute the Client Services AI strategy.
• Drive resource planning, workforce strategy, utilization management, and organizational scalability.
• Develop executive dashboards, KPIs, and performance reporting.
• Lead strategic initiatives, organizational transformation programs, and continuous improvement efforts.

VP, GTM Strategy – Operations

Business Operations

• Own field readiness across our go-to-market organization.
• Run the operational cadence that keeps the PMM team aligned and accountable.
• Manage the sales play portfolio as a product with real users and measurable outcomes.
• Analyze trends and extract insights that reveal where PMM creates outsized impact.
• Establish and enforce the frameworks that govern how each asset type gets built.
• Own the strategic refresh cycle for the field readiness portal.
• Work cross-functionally with PMMs, sales leadership, and RevOps.

Senior Business Operations Manager, Product Marketing

Architect

• Lead the Architecture & Solution Advisory organization across all industries, products, and service offerings.
• Partner with Sales and Services Sales leaders to shape and scope strategic pursuits, complex client opportunities, and large-scale transformation programs.
• Lead solution strategy for multi-product and multi-platform engagements.
• Guide solution design, estimation, and statement of work development.
• Establish architecture standards, governance processes, and solution review practices.
• Serve as a trusted advisor to executive client stakeholders.
• Partner closely with Delivery leaders to reduce implementation risk and improve client satisfaction.
• Drive the adoption of AI-enabled capabilities across solution design and delivery processes.
• Collaborate with Product Management and Engineering leadership to influence product strategy.
• Develop reusable reference architectures, industry solution frameworks, and best practices.
• Act as the executive escalation point for complex solution challenges across strategic accounts.
• Build, lead, and develop a high-performing team of architects and solution advisors.

VP, Architecture – Solution Advisory

Security Engineer

• Establish and enforce secure design patterns, reference architectures, and integration standards
• Evaluate product architectures for security risks during the design stage (threat modeling) and drive remediation of identified issues
• Serve as the security stakeholder for platform-level integration initiatives
• Coordinate security testing for platform components and cross-product interactions
• Contribute to application security standards and guidelines
• Partner with legal and compliance teams to ensure regulatory requirements are met
• Escalate critical security risks with clear business context and recommended remediation paths

Senior Application Security Architect

Product Manager

• Translate platform strategy into a clear, prioritized roadmap for Celeste capabilities and integrations — balancing near-term delivery with long-term vision.
• Author detailed product requirements, user stories, and acceptance criteria; lead sprint ceremonies and release planning with engineering teams.
• Conduct discovery with clients and prospects to surface unmet needs; build early wireframes to validate direction before committing to build.
• Serve as the subject matter expert in client advisory sessions, sales cycles, and industry events — translating firm-specific workflows into concrete product decisions.
• Partner with product marketing and sales to develop positioning and enablement materials that communicate how Celeste solves real compliance, productivity, and growth challenges.
• Define adoption metrics and client outcomes to inform roadmap decisions; track and communicate progress to stakeholders across product, engineering, and GTM.
• Identify opportunities to extend Celeste's AI capabilities as agentic adoption accelerates across firm environments.

Senior Product Manager, AI

Manager

• Drive an end-to-end M&A process including developing inorganic strategies, market scans, target valuation, due diligence, deal negotiations and integration
• Manage a comprehensive due diligence process that involves close collaboration across multiple functions
• Conduct in-depth quantitative financial and valuation analyses to assess M&A opportunities
• Prepare written communications and presentations to key senior executives
• Support deal sourcing and pipeline management

Senior Corporate Development Manager

Financial Planning and Analysis

• Lead the end to end accounting and operational oversight of sales commission programs.
• Partner with Sales Operations, Revenue, FP&A, Legal, Payroll, and HR to operationalize compensation plans.
• Provide excellent customer service in resolving commission inquiries, disputes, and escalations.
• Lead the administration and optimization of the Varicent incentive compensation system.
• Oversee and optimize the incentive compensation management platform, Varicent.
• Lead process improvement initiatives to reduce manual calculations.
• Oversee the monthly and quarterly commission accounting process.
• Ensure accurate and timely recording of commission expense in compliance with US GAAP.
• Utilize advanced NetSuite GL functionality to streamline month-end close.
• Lead, coach, and develop a team of three commission accounting professionals.
• Design, maintain, and enhance internal controls over commission calculations.

Senior Manager, Finance – Commissions

Compliance

• Serve as a trusted functional lead on complex platform implementations.
• Lead business process analysis and produce design documentation.
• Deliver client training and support cross-functional Intapp teams.
• Collaborate with Intapp functions to share knowledge and contribute to improvements.

Principal Consultant – Intapp Compliance Software

• Own meaningful parts of the platform roadmap
• Drive delivery from concept to client adoption
• Write requirements, lead engineering ceremonies
• Conduct discovery with clients and prospects
• Serve as the subject matter expert in client advisory sessions
• Partner with product marketing and sales to develop positioning and enablement materials
• Define adoption metrics and client outcomes

Events

• Lead the planning and execution of key company events and assist with executive-level initiatives.
• Own end-to-end planning and assist with the execution for Intapp's flagship programs.
• Manage group travel logistics, including air coordination, hotel room blocks, and ground transportation.
• Own event budgets with discipline and creativity.
• Serve as the primary point of contact for attendees, executives, and internal stakeholders.
• Partner with full-service event planning agencies for venue sourcing and contract negotiation.
• Develop and maintain detailed project plans, run-of-show documents, and communications timelines for each program.
• Support planning and logistics for executive advisory board programs.
• Coordinate with internal teams and external vendors to ensure seamless execution.

Marketing Events Manager

Attorney

• Build and oversee a portfolio strategy that optimizes account assignments, identifies client success opportunities, and ensures each client has a clear path to measurable outcomes.
• Drive regular business reviews with your team, using KPIs, coverage data, and risk signals to surface what's working and where to focus.
• Align with Sales segment leads on account-specific goals and ensure the team executes against shared objectives.
• Ensure your team engages the right stakeholders at the right level in every account.
• Build executive relationships directly in key accounts so Intapp has a trusted presence before it's needed.
• Lead escalation management for high-risk client situations, providing leadership support and taking accountability for driving issues to resolution with urgency.
• Own retention and support growth for your portfolio, driving renewal forecast accuracy, identifying at-risk renewals early, and developing success plays that extend client value in partnership with Sales.
• Lead proactive engagement models that increase product adoption and accelerate value realization across the full Intapp product suite and lifecycle.
• Coach the team to develop and share best practices, thought leadership content, and industry-specific guidance that supports the broader legal client community.
• Prioritize recruiting and building a team of strong performers, investing in hiring, onboarding, and developing talent as a core part of the role.
• Model and reinforce industry knowledge and product depth, creating a culture of continuous learning and client-facing credibility.

Principal Consultant

Senior Engagement Manager – Intapp Software Implementations

VP, GTM Strategy – Operations

Senior Business Operations Manager, Product Marketing

VP, Architecture – Solution Advisory

Senior Application Security Architect

Senior Product Manager, AI

Senior Corporate Development Manager

Senior Manager, Finance – Commissions

Principal Consultant – Intapp Compliance Software

Senior Product Manager, AI

Marketing Events Manager

Director, Client Success – Legal Portfolio