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Deploy Intapp Celeste inside client firms by mapping and automating workflows, codifying playbooks and agents, driving adoption through training and onboarding, enabling Client Success expansion, and feeding real-world product feedback to Product and Industry teams.

Deploy and configure Intapp Celeste for professional-services firms: discover and automate workflows, codify playbooks and agents, drive adoption and onboarding, enable expansion, and feed real-world feedback into product strategy. Act as advisor and implementation lead, translating firm practices into AI-driven coworkers and workflows.

Lead end-to-end DealCloud implementations for private equity and financial services clients, owning solution design, data migration, stakeholder workshops, training, and delivery quality. Shape consulting frameworks, support pre-sales and scoping, mentor colleagues, and ensure scalable, business-aligned platform solutions.

Lead large, complex DealCloud/CRM enterprise implementations, manage escalations and risk, provide strategic client advisory, influence product roadmap, enable consulting capabilities, support pre-sales scoping, and drive cross-functional delivery initiatives.

Design and operate multi-region Azure and AWS cloud networking and security for Kubernetes fleets, focusing on isolation, segmentation, egress control, and auditability for agentic AI workloads. Define infrastructure as code with Terraform, harden identity integration, use AI for monitoring and runbooks, and collaborate with Kubernetes and product teams to resolve complex networking issues.

The Client Development Associate converts prospects into sales opportunities, manages early sales processes, utilizes CRM, and assists in lead generation.

As a Principal Consultant, you will lead complex platform implementations, conduct business process analysis, deliver client training, and create documentation, while collaborating with various Intapp teams.

Own and grow a global portfolio of data and vertical-AI partners to drive pipeline, partner-sourced revenue, co-innovation, co-marketing, and co-selling. Build joint value propositions and multi-year partner roadmaps, enable data integrations with Celeste (via MCP and agent integrations), manage executive relationships, engage in sales opportunities, embed partner plans into business units, and report partner outcomes while working cross-functionally and traveling as required.

Sell DealCloud to private capital markets clients by driving new business, building a $1M+ pipeline, engaging C-suite stakeholders, coordinating cross-functional resources, negotiating complex enterprise deals, and closing $500K+ subscriptions and services annually.

Sell DealCloud to private capital markets clients through consultative, C-suite engagements. Build and maintain a $1M+ pipeline, coordinate cross-functional resources, lead complex multi-stakeholder negotiations, and close subscription and services deals of $500K+ annually.