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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in leading enterprise engagements, designing tailored solutions, and advising senior stakeholders on platform strategy and data architecture. Proficient in managing client relationships and mentoring junior colleagues while ensuring high-quality deliverables.
Highest-signal resume keywords
Client-Facing Software ImplementationEnterprise Engagement LeadershipData Architecture AdvisoryMarketing/CRM Software ImplementationAnalytical Ability
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data Migration PlanningDesign DocumentationSolution DesignSQLRelational Database Knowledge
Soft Skills
Workshop LeadershipMentoringCollaboration
Tools & Technologies
Intapp DealCloud
Industry Keywords
Private Capital Market FirmsEnterprise-Level ClientsC-Suite AdvisoryClient Relationship Management
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Lead complex enterprise engagements from discovery through delivery
- Design solutions tailored to clients' businesses
- Advise C-suite and senior stakeholders on platform strategy and data architecture
- Lead workshops
- Shape data migration planning
- Produce clear design documentation with technical leads
- Collaborate with product, customer success, and support teams
- Contribute to pre-sales scoping and solution design
- Develop design frameworks to improve consistency and quality across the practice
- Support and mentor junior colleagues
- Help clients improve management of relationships, pipelines, and institutional knowledge using Intapp DealCloud
Requirements
What you’ll need- Five or more years of client-facing software implementation experience
- Track record on complex enterprise engagements
- Hands-on experience implementing marketing/CRM software in a client-facing capacity
- Experience working with enterprise-level clients
- Strong analytical ability
- Ability to translate complex requirements into scalable solutions
- Confidence leading workshops and advising senior stakeholders
- Experience with private capital market firms is a distinct advantage
- A degree in information systems, business administration, or equivalent experience
- SQL or relational database knowledge is a bonus
- Approximately 25% travel
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 work environment
- Hybrid/partially remote work arrangement