Position Summary
The Implementation Analyst works with an energetic professional services team and will be responsible for designing and configuring the DealCloud platform for our clients in response to their specific business requirements. This position is a mix of client-facing consultative work and behind-the-scenes platform design, configuration, data analysis, and data manipulation. The Implementation Analyst 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 Analyst 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 Analyst 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 Analyst must be eager to understand data relationships and the interplay between data and business requirements.
What you will do :
Manage and lead multiple client implementations concurrently with accountability for client communications, weekly status reports and escalation mitigation updates
Participate in requirement gathering sessions onsite at client offices or virtually via web conferencing (potential travel up to 30%)
Configuration of the platform based on client requirements gathered during client sessions
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
Properly utilize escalation process and provide consistent communication on escalations internally
Responsible for internal project management task completion, including but not limited to:
o Keeping internal systems updated
o Accurate and timely entry of utilization hours
o Project Timelines
o Ensure all in-scope requirements are met during implementation
o Budget
· Providing consultative system design and industry best practice recommendations to our clients throughout an implementation
· Serve in supporting capacity on more complex projects led by more tenured implementation consultants
What you will need:
· 1-3 years of experience in software implementation delivery or professional services
· A background/interest in private equity and investment banking front office business operations
· Organization, effective time management, and ability to multi-task
· Passion for delivering high quality outcomes
· Strong analytical and creative problem-solving abilities
· Comfort with Microsoft Excel, familiarity with basic Excel functions
· Ability to adapt to rapidly evolving situations
· Ability to work under tight deadlines
· Experience working as part of a team
· Strong sense of personal responsibility and ownership over your 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
· Broad understanding of private capital and/or investment banking markets
· Ability to provide entry level consultative skills
· General CRM knowledge
What you'll gain at Intapp:
In return for your passion, commitment, and collaborative approach, we offer:
Competitive base salary plus variable compensation and equityA flexible work environmentGenerous paid parental leave, including adoptive leaveTraditional comprehensive benefits, plus:Family Formation benefit offered by CarrotWellness programs and benefitsPaid volunteer time off and donation matching for the causes you care aboutHome office stipendTuition Reimbursement Plan Opportunities for personal growth and professional development supported by a community of talented professionalsAn open, collaborative environment where your background and contributions are valuedExperience at a growing public company where you can make an impact and achieve your goalsOpen offices and break areas stocked with beverages and snacksFor New York recruitment, salary will be $75,000-$78,000 plus bonus and bens
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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. All offers are contingent upon passing a criminal history and other background checks if applicable to the position.
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.