Implementation Associate Position Available In Mecklenburg, North Carolina

Implementation Associate Implementation Associate
remote type
Hybrid (Partially Remote)
locations
Charlotte, NC
time type
Full time
posted on
Posted 3 Days Ago
job requisition id

R2024093

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 updates
Lead requirement gathering sessions onsite at client offices or virtually via web conferencing and/or client offices; consult on documentation of client requirements
Serve as Subject matter expert in configurating platforms based on client requirements
Actively develop and execute global design concepts based on client requirements Lead and consult on complex QA for client sites
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
Consult and develop mitigation strategies for client escalations as necessary
Responsible for internal project management task completion, including but not limited to:
Keeping internal systems updated
Accurate and timely entry of utilization hours
Project Timelines
Ensure all in-scope requirements are met during implementation
Budget
Actively develop and execute global design concepts based on client requirements Provide consultative system design and industry best practice recommendations
Actively participate and in scoping and Order Form completion for Tiers 3, 4, 5 Support/Mentor new hire(s) and Associates
Participate and lead industry deep dives for onboarding new Implementation team members
Actively 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 processes
Bachelor’s degree in Management Information Systems, Business Administration, or equivalent related experience
Demonstrated 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, Lending
Demonstrated successful experience working within a software implementation project-based environment
Successful experience with client interaction, building and maintaining relationships
Deep understanding of specific use-cases
Ability to provide sufficient level of consultative service
Proven experience in leading client meetings and providing effective internal and external communications
Highly proficient in Microsoft Excel
Organization, effective time management, and ability to multi-task
Passion for delivering high quality outcomes using strong analytical and creative problem-solving abilities
Ability to adapt to rapidly evolving situations and work under tight deadlines
Strong sense of ownership over 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
2-4 years of experience with DealCloud product; understanding of DealCloud product best practices or Relational database knowledge
Demonstrated experience in some type of leadership role within a team or project
Proven ability to mentor and lead teams of analysts and associates to increase their knowledge and quality of delivery
Master’s degree preferred
SQL preferred
What you will gain at

Intapp:

Our culture at Intapp emphasizes accountability, responsibility, and growth. We support each other in a positive, open atmosphere that fosters creativity, approachability, and teamwork. We’re committed to creating a modern work environment that’s connected yet flexible, supporting both professional success and work-life balance. In return for your passion, commitment, and collaborative approach, we offer:
Competitive base salary plus variable compensation and equity
Generous paid parental leave, including adoptive leave
Traditional comprehensive benefits, plus:
Generous Paid Time Off
Tuition reimbursement plan
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
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 public company where you can make an impact and achieve your goals
Open offices and kitchens stocked with beverages and snacks
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. . 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.