OnePlace is the premier lifecycle management and CRM solution for firms in the professional services and legal industry. The role involves a diverse set of responsibilities in an agile and deadline driven environment. The primary responsibility is to ensure an excellent and consistent level of client service is delivered to our customers. The individual in this role will leverage his/her analytical skills and relevant technical knowledge to engage with customer business and Intapp resources as a technical project lead. The successful candidate will also be accustomed to juggling multiple client technical deliverables at once; demonstrating strong time management, prioritization and communication skills.
The role 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. A strong interest in technology and being passionate about using technology to create value for our clients is a must.
Client facing skills: A significant amount of day-to-day responsibilities will involve communicating with clients, both on the phone or via email. Strong written and verbal communication skills are required for success.
Professional Services and Legal: In order to speak confidently and authoritatively to our clients, the Implementation Associate must either have knowledge of or willing to deep dive into learning the legal industry
Data: Analyzing and understanding client data is an important factor that influences a client's system design; as such, the Implementation Analyst must be eager to understand data relationships and the interplay between data and business requirements.
Participating in requirement gathering sessions onsite at client offices or virtually via web conferencing and/or client offices
Documenting client requirements
Configuring the DealCloud platform in response to requirements
Analyzing client legacy data sets to understand the impact of the data on system design
Working with Microsoft Excel to map, collate, and normalize disparate data sets for import into DealCloud
Providing consultative system design and industry best practice recommendations throughout a implementation
Holding both clients and internal team members accountable to project timelines and budgets
1-2 years of experience working in a software implementation project-based environment as a technical consultant
Organization, effective time management, and ability to multi-task
Passion for delivering high-quality outcomes
Ability to work under tight deadlines
Experience working as part of a team
Lead client meetings and communications
Strong analytical and creative problem-solving abilities
Comfort with Microsoft Excel, familiarity with basic Excel functions
Ability to adapt to rapidly evolving situations
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
Ability to travel up to 25%
Additional Salary Information: Performance based bonus
Internal Number: FY20-194
Intapp is the premier industry cloud for professional services firms. Designed from the ground up to address the unique challenges of partner-led business models, Intapp helps these firms put intelligent information to work. Intapp also offers DealCloud, a best-of-breed platform designed specifically for financial services firms to help them seamlessly execute their fundraising, sourcing, and deal management strategies. Together, these groundbreaking industry clouds offer a truly end-to-end solution for professional and financial services firms that unifies the client lifecycle, from sourcing through origination and execution.
Over 1,360 customers globally — including 96 of the Global 100 law firms, five of the top eight global accounting firms, and more than 600 capital markets and corporate advisory firms — rely on Intapp to help them activate their data, navigate complex relationships, and drive growth.