Implementation Associate

Position Summary

The Implementation Associate 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 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.

Essential Functions:

Lead multiple client implementations concurrently with accountability for client communications, weekly status reports and escalation mitigation updatesLead requirement gathering sessions onsite at client offices or virtually via web conferencing and/or client offices; consult on documentation of client requirementsServe as Subject matter expert in configurating platforms based on client requirementsActively develop and execute  global design concepts based on client requirements Lead and consult on complex QA for client sitesAnalyze client legacy data sets to understand the impact of the data on system designUtilize Microsoft Excel to map, collate, and normalize and import disparate data setsConsult and develop mitigation strategies for client escalations as necessaryResponsible for internal project management task completion, including but not limited to:Keeping internal systems updatedAccurate and timely entry of utilization hoursProject TimelinesEnsure all in-scope requirements are met during implementationBudgetActively develop and execute global design concepts based on client requirements Provide consultative system design and industry best practice recommendationsActively participate and in scoping and Order Form completion for Tiers 3, 4, 5 Support/Mentor new hire(s) and AssociatesParticipate and lead industry deep dives for onboarding new Implementation team membersActively coach team members on understanding the impact of data on system design

Required Experience & Skills

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 processesBachelor’s degree in Management Information Systems, Business Administration, or equivalent related experienceDemonstrated 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, LendingDemonstrated successful experience working within a software implementation project-based environmentSuccessful experience with client interaction, building and maintaining relationshipsDeep understanding of specific use-casesAbility to provide sufficient level of consultative serviceProven experience in leading client meetings and providing effective internal and external communicationsHighly proficient in Microsoft ExcelOrganization, effective time management, and ability to multi-taskPassion for delivering high quality outcomes using strong analytical and creative problem-solving abilitiesAbility to adapt to rapidly evolving situations and work under tight deadlinesStrong sense of ownership over workWillingness 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 knowledgeDemonstrated experience in some type of leadership role within a team or projectProven ability to mentor and lead teams of analysts and associates to increase their knowledge and quality of deliveryMaster's degree preferredSQL preferred

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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.