Principal Consultant

Intapp

Principal Consultant responsible for the design and implementation of DealCloud platform. Leading strategic enterprise engagements and collaborating across teams for delivery excellence.

Posted 7/3/2026full-timeCharlotte • North Carolina • 🇺🇸 United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in leading strategic enterprise engagements and architecting tailored solutions for clients, with a strong focus on data architecture and scalable platform configurations. Proficient in managing client relationships, delivering training, and collaborating with cross-functional teams to ensure successful project outcomes.

Highest-signal resume keywords

Client-Facing Software ImplementationData ArchitectureMicrosoft Excel ProficiencyAnalytical SkillsSaaS Implementation Methodologies

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Project-Based Software ImplementationData AnalysisSQLRelational Database ConceptsDesign DocumentationScalable Design FrameworksQuality AssuranceAdvanced Excel Skills

Soft Skills

Exceptional CommunicationFacilitation SkillsHighly OrganizedAdaptableCollaborative Mindset

Tools & Technologies

SaaS PlatformsDealCloud

Industry Keywords

Private EquityInvestment BankingFinancial ServicesEnterprise Engagements

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

5-8+ years of experience in client-facing, project-based software implementation
3–5 years of experience in private equity, investment banking, or related financial services
Bachelor’s degree in information systems, Business Administration, or equivalent experience
Advanced proficiency in Microsoft Excel
Familiarity with SaaS platforms and data architecture
Strong analytical skills with the ability to translate complex requirements into scalable solutions
Exceptional communication and facilitation skills
Highly organized, adaptable, and capable of managing multiple priorities under pressure
Collaborative mindset with experience supporting team development and cross-functional initiatives
Passion for continuous learning and innovation in technology and industry trends
Self-directed and proactive with a commitment to excellence and client success.
Preferred: Master’s degree in business, technology, or a related field.
Preferred: Experience with SQL or relational database concepts.
Preferred: Familiarity with DealCloud platform best practices and enterprise SaaS implementation methodologies.

Benefits

Comp & perks

Professional development opportunities
Flexible time off programs
Wellness programs
Paid volunteer time off