
1001 - 5000 employees
💼 Consulting
⚖️ Legal
☁️ SaaS
💰 Private Equity Round on 2017-04
Consulting • Legal • SaaS
Intapp is a leading global provider of AI-powered cloud-based software solutions designed for professional and financial services firms. Their offering includes specialized solutions for industries such as accounting, consulting, investment banking, legal, private capital, and real estate. Intapp’s products help firms improve client relationships, optimize operations, manage compliance, and support collaboration and deal management through solutions like Intapp DealCloud, Compliance, and employee compliance management. With a focus on data security and seamless integration via Microsoft Azure, Intapp serves over 2,600 client firms worldwide, including top law firms and investment banking institutions, helping them leverage automation and data intelligence to drive growth.
🔥 12 hours ago
🗽 New York – Remote
⏰ Full Time
🟢 Junior
🟡 Mid-level
🛠️ Implementation Specialist
🚫👨🎓 No degree required
🦅 H1B Visa Sponsor
👻 Ghost score 10%
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1001 - 5000 employees
💼 Consulting
⚖️ Legal
☁️ SaaS
💰 Private Equity Round on 2017-04
Consulting • Legal • SaaS
Intapp is a leading global provider of AI-powered cloud-based software solutions designed for professional and financial services firms. Their offering includes specialized solutions for industries such as accounting, consulting, investment banking, legal, private capital, and real estate. Intapp’s products help firms improve client relationships, optimize operations, manage compliance, and support collaboration and deal management through solutions like Intapp DealCloud, Compliance, and employee compliance management. With a focus on data security and seamless integration via Microsoft Azure, Intapp serves over 2,600 client firms worldwide, including top law firms and investment banking institutions, helping them leverage automation and data intelligence to drive growth.
• Manage the overall client onboarding journey from kickoff through go-live • Plan and run kickoff, discovery, configuration, testing, training, and go-live • Manage client relationships and serve as the primary point of contact • Configure clients’ systems of record, including objects, fields, calculations, approval workflows, reporting, and folder structures • Translate bespoke real estate processes into Intapp Properties workflows • Lead discovery and requirements sessions • Document current-state processes, data sources, and approval chains • Coordinate data migration and integrations with client teams and internal engineering • Deliver training and enablement for client self-sufficiency at go-live • Feed client insights back to product and engineering to shape the roadmap
• 2+ years in real estate development / finance, software implementation, solutions consulting, or client onboarding • Working knowledge of real estate workflows including land acquisition, due diligence, entitlement, development budgets, investment committee approvals, or asset management • Experience configuring SaaS platforms such as CRM, deal management, or project management systems • Comfort with structured data, formulas, or light scripting is a plus • Strong project management instincts • Clear, confident communication with audiences from analysts to executives • Consultative mindset and ability to apply best practices • Ability to manage multiple onboardings and flag risks early
• Professional development opportunities • Reimbursement for training and continuing education • Complimentary lunches • Fully stocked kitchens • Comprehensive wellness programs • Flexible time off programs • Family-formation benefits • Paid volunteer time off • Donation matching program • Variable compensation and equity may also be included
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