Implementation Associate

Implementation Associate

Position Summary

Are you ready to make an impact in the fast-paced world of financial technology? As an Implementation Associate, you'll be part of an energetic, high-performing professional services team, playing a pivotal role in shaping how our clients leverage the DealCloud platform to transform their business operations.

This dynamic role blends consultative client engagement with innovative platform design—giving you the chance to work directly with clients while crafting tailored technology solutions behind the scenes. You'll be diving into data, configuring systems, and ensuring businesses unlock their full potential with cutting-edge tools

The Implementation Associate should demonstrate passion in and a desire to become skilled in four broad areas:

• Technology:  As a market-leading Software as a Service (SaaS) company, the Implementation Associate will be working with cutting edge technology solutions. 
• Client-facing skills:  Day-to-day responsibilities involve communicating with clients, both on the phone or via email. 
• Private Capital Markets: To speak confidently and authoritatively to our clients, the Implementation Associate must either have knowledge in, or be willing to learn about private equity and investment banking front office business operations.
• Data: Analyzing and understanding client data is an important factor that influences a client's system design; as such, the Implementation Associate must be eager to understand data relationships and the interplay between data and business requirements.

What you will do:

• Lead multiple client implementations concurrently with accountability for client communications, weekly status reports and escalation mitigation updates
• Lead requirement gathering sessions onsite at client offices or virtually via web conferencing and/or client offices; consult on documentation of client requirements
• Serve as Subject matter expert in configurating platforms based on client requirements
• Actively develop and execute  global design concepts based on client requirements 
• Lead and consult on complex QA for client sites
• Analyze client legacy data sets to understand the impact of the data on system design
• Utilize Microsoft Excel to map, collate, and normalize and import disparate data sets
• Consult and develop mitigation strategies for client escalations as necessary
• Responsible for internal project management task completion, including but not limited to:
  • Keeping internal systems updated
  • Accurate and timely entry of utilization hours
  • Project Timelines
  • Ensure all in-scope requirements are met during implementation
  • Budget
• Actively develop and execute global design concepts based on client requirements 
• Provide consultative system design and industry best practice recommendations
• Actively participate and in scoping and Order Form completion for Tiers 3, 4, 5 
• Support/Mentor new hire(s) and Associates
  • Participate and lead industry deep dives for onboarding new Implementation team members
  • Actively coach team members on understanding the impact of data on system design

What you will need:

• 3-6 years of demonstrated successful experience working within a software implementation project-based environment or within Private Equity or Investment banking industry with strong knowledge of business processes
• Bachelor’s degree in Management Information Systems, Business Administration, or equivalent related experience
• Demonstrated successful experience
• Solid understanding of Private Equity and Investment Banking use cases
• Subject matter expert for most verticals, e.g. Fund of Funds, Credit, Real Estate, Lending
• Demonstrated successful experience working within a software implementation project-based environment
• Successful experience with client interaction, building and maintaining relationships
• Deep understanding of specific use-cases
• Ability to provide sufficient level of consultative service
• Proven experience in leading client meetings and providing effective internal and external communications
• Highly proficient in Microsoft Excel
• Organization, effective time management, and ability to multi-task
• Passion for delivering high quality outcomes using strong analytical and creative problem-solving abilities
• Ability to adapt to rapidly evolving situations and work under tight deadlines
• Strong sense of ownership over work
• Willingness and love of learning new technology, new processes and procedures, and new business models to create value for our clients
   

Preferred Experience & Skills

• 2-4 years of experience with DealCloud product; understanding of DealCloud product best practices or Relational database knowledge
• Demonstrated experience in some type of leadership role within a team or project
• Proven ability to mentor and lead teams of analysts and associates to increase their knowledge and quality of delivery
• Master's degree preferred
• SQL preferred

What you will gain at Intapp:

Our culture at Intapp emphasizes accountability, responsibility, and growth.  We support each other in a positive, open atmosphere that fosters creativity, approachability, and teamwork. We’re committed to creating a modern work environment that’s connected yet flexible, supporting both professional success and work-life balance. In return for your passion, commitment, and collaborative approach, we offer:

• Competitive base salary plus variable compensation and equity
• Generous paid parental leave, including adoptive leave
• Traditional comprehensive benefits, plus:
  • Generous Paid Time Off
  • Tuition reimbursement plan
  • Family Formation benefit offered by Carrot
  • Wellness programs and benefits provided by Modern Health
  • Paid volunteer time off and donation matching for the causes you care about
• Opportunities for personal growth and professional development supported by a community of talented professionals
• An open, collaborative environment where your background and contributions are valued
• Experience at a growing public company where you can make an impact and achieve your goals
• Open offices and kitchens stocked with beverages and snacks

For New York recruitment, salary for this role will be from $90,000 to $100,000 plus bonus and benefits

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Your actual base salary will be determined by factors such as relevant experience, geographic location, and internal equity. In addition to base salary, variable compensation and equity may also be included.

Intapp provides equal employment opportunities to all qualified applicants and will make hiring decisions without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, political affiliation, or any other characteristic protected by federal, state or local laws.

Please note: Intapp will not hire through text message, social media, or email alone. We will never extend a job offer unless you have been contacted directly by an Intapp recruiter and have participated in the interview process which will generally consist of 3 or more virtual or in person meetings. Please note that Intapp only uses company email addresses, which contain “@intapp.com” or “@dealcloud.com” to communicate with candidates via email. Intapp will never ask for financial information of any kind or for any payment during the job application process. We post all legitimate job openings on the Intapp Career Site at https://www.intapp.com/working-at-intapp/. If you believe you were a victim of such a scam, you may contact your local authorities. Intapp is not responsible for any claims, losses, damages, or expenses resulting from scammers.