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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in configuring Intapp DealCloud for private capital markets, translating business requirements into effective client-facing solutions, and maintaining alignment with product management. Strong communication and presentation skills are essential for engaging with senior stakeholders and supporting client-facing teams.
Highest-signal resume keywords
Intapp DealCloud ConfigurationPrivate Equity WorkflowsClient-Facing Application SolutionsEnterprise Software ExperiencePresentation Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Configuration BlueprintsSolution DevelopmentUse Case DefinitionAssessment CatalogingClient Success SupportFeedback Loop MaintenanceRoadmap AlignmentProblem IdentificationTactical SupportBusiness Requirement Translation
Soft Skills
Clear CommunicationPresentation SkillsCollaborationProblem-SolvingClient Engagement
Tools & Technologies
Intapp ProductsIntapp CelesteEnterprise Software Applications
Industry Keywords
Private Capital MarketsVenture CapitalPrivate CreditDeal LifecycleRelationship ManagementFirm Operations
About the role
Key responsibilities & impact- Identify problems in Intapp's target industries through internal and client-facing discovery
- Define solution blueprints and Intapp Celeste playbooks using Intapp products
- Develop solutions for target industries through assessments, cataloging, and use case definition
- Own, configure, and maintain best-practice configuration blueprints, primarily using Intapp DealCloud for private capital markets clients
- Own and deliver the quarterly roadmap for configuration blueprints
- Maintain feedback loops and roadmap alignment with product management
- Partner with Industry Solutions Program Managers to prepare client-facing teams
- Provide tactical support to sales, pre-sales, services, client success, and support teams
- Gather feedback and enable teams to use Intapp solutions
- Maintain current knowledge of the competitive landscape, relevant industries, and adjacent products and solutions
- Report to a Director of Industry Architecture or the VP of Industry Solutions
Requirements
What you’ll need- Direct, hands-on experience configuring or working within Intapp DealCloud; awareness or end-user familiarity is insufficient
- Substantive exposure to private equity, venture capital, or private credit workflows, including deal lifecycle, relationship management, and firm operations
- 5+ years of relevant experience in a services, pre-sales, client success, or similar technical, client-facing role at an enterprise software company
- A bachelor's degree or equivalent work experience is required
- Ability to translate business requirements into configured, client-facing application solutions
- Strong presentation skills in high-pressure situations with senior participants
- Clear written and verbal communication
- Hands-on proficiency configuring enterprise software applications
Benefits
Comp & perks- Professional development opportunities
- Reimbursement for training and continuing education
- Complimentary lunches
- Fully stocked kitchens
- Comprehensive wellness programs
- Flexible time off programs
- Family-formation benefits
- Paid volunteer time off
- Donation matching program
- Modern, open offices
- Flexible work environment
- Benefits supporting employees and their families