Client Technology Strategist

Intapp

Confirmed live today High trust

Hybrid

Quick summary

Work type: Hybrid
Location: New York, NY
Employment: Full-time
Posted: 2 days ago
Freshness: Confirmed live today
Nearby: 99+ roles within 25 mi

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Similar $156k

$100k $204k

below market most similar roles pay here above market

This listing doesn't post a salary. Most similar roles pay $128,262–$182,843.

Based on 240 similar postings.

Employer

About Intapp

Intapp is a cloud software company providing industry-specific solutions for professional and financial services firms, including practice management, risk and compliance, and deal management platforms. Industry: Enterprise Software & Professional Services Technology

Intapp currently has 26 open roles on FindRole.

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At a glance

TL;DR · Client Technology Strategist

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The Client Technology Strategist (CTS) joins the pre-sales organization to lead consultative engagements and digital transformation workshops for professional and financial services firms. This role involves connecting prospect business strategies to Intapp technologies, specifically Intapp Celeste, by building AI-informed value propositions. The CTS will act as a subject matter expert on cloud, data integration, and AI, creating connected data demonstration environments and advising on enterprise architecture. Key responsibilities include modeling AI adoption roadmaps, managing RFP responses, and collaborating with product teams to advocate for customer needs. Required expertise includes 10+ years of technology leadership, fluency in AI, and proficiency in cloud security protocols, REST and SOAP web services, SaaS deployments, and SQL databases. Candidates must possess a technical degree and knowledge of EA frameworks like TOGAF.

Skills

AI Data Integration SaaS SQL REST SOAP TOGAF Cloud Security Intapp Celeste RFP RFI

What you'll do

Lead consultative engagements and workshops to help clients understand digital transformation and AI possibilities.
Act as the primary subject matter expert for cloud, data integration, and AI governance.
Create and maintain a connected data demonstration environment showing integrations between Intapp and external systems.
Deliver technical and executive-level presentations regarding enterprise architecture and AI-informed value propositions.
Advise clients on enterprise solution architecture and model realization plans for AI adoption roadmaps.
Gather industry data and advocate for customer feedback to influence product and engineering strategies.
Support RFP/RFI responses by maintaining deep knowledge of the competitive landscape and product capabilities.

What we're looking for

A technical degree from a top university is required.
10+ years of technology leadership in a large financial services firm is required.
10+ years of hands-on experience architecting and implementing enterprise cloud software solutions is required.
Experience in investment banking or alternative assets is preferred.
Proficiency in at least one major EA framework, such as TOGAF, is required.
Strong knowledge of cloud security, data integration, REST/SOAP web services, SaaS deployments, and SQL databases is required.
Genuine fluency in AI and its business/technical impact is required.
Consulting experience is a strong advantage.

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