Associate, Implementation Services

London - Hybrid working

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.

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:
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%); often consult and lead effort to document client requirements

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

Actively participate and in scoping and Order Form completion for Tiers 3, 4, 5

Actively coach and develop Implementation Analysts on projects

Serve in supporting capacity on more complex projects led by more tenured implementation consultants

Required Experience & Skills

2-4 years of experience in Professional Services in SaaS environment, or within Private Equity or Investment banking industry with strong knowledge of business processes

Bachelor’s degree in Management Information Systems, Business Administration, or equivalent relevant experience

Solid understanding of Private Equity and Investment Banking use cases

Subject matter expert for specific verticals, e.g. Fund of Funds, Credit, Real Estate, Lending

Demonstrated successful experience working within a software implementation project-based environment

Ability to lead client meetings and execute effective communication strategies Strong analytical skills and creative problem-solving abilities

Comfortable with significant client interaction and interest in building relationships

Highly proficient in Microsoft Excel

Organization, effective time management, and ability to multi-task

Passion for delivering high quality outcomes

Strong analytical and creative problem-solving abilities

Ability to adapt to rapidly evolving situations and work under tight deadlines

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

1-3 years of experience with DealCloud product; understanding of DealCloud product best practices or Relational database knowledge

Demonstrated ability to mentor Implementation Analysts

Ability to identify opportunities for growth and subsequently take a leadership role in exploring new ideas

Master’s degree preferred

What you'll gain at Intapp:
In return for your passion, commitment, and collaborative approach, we offer:

- Competitive base salary plus variable compensation and equity
- A flexible work environment
- Generous paid parental leave, including adoptive leave

Traditional comprehensive benefits, plus:

- Family Formation benefit offered by Carrot
- Wellness programs and benefits provided by Modern Health
- Paid volunteer time off and donation matching for the causes you care about
- Home office stipend
- Tuition Reimbursement Plan
- Opportunities for personal growth and professional development supported by a community of talented professionals
- An open, collaborative environment where your background and contributions are valued
- Experience at a growing