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NEXTMOVEFDE careers · United States

AI Firm Deployed Engineer, Private Capital Markets

AI summary of the role

This role is for an industry veteran (legal, accounting, consulting, investment banking, private capital, or real assets) who will deploy Intapp Celeste's AI agents and playbooks within client firms.

What you’ll do

  • Work alongside client professionals to identify and map workflows onto Celeste's library of agents, skills, and playbooks, then deploy and iterate rapidly.
  • Codify a firm's unwritten methods and judgments into Celeste's coworkers and playbooks, anchored via ontology and semantic layers.
  • Drive adoption through scoping, walkthroughs, onboarding, and hands-on training tailored to each group.
  • Set up Client Success for durable expansion and renewal as usage grows across a firm.

What you’ll bring

  • 5+ years of professional experience in legal, accounting, consulting, investment banking, private capital, or real assets.
  • Deep expertise in a high-value domain such as corporate/M&A/litigation, fund formation/deal execution, or audit/advisory.
  • Client-facing, business-development, or secondment experience with a record of owning client relationships.
  • Technical fluency with agents, prompting, and generative AI (coding not required).

Technologies

Intapp Celeste · AI agents · generative AI · prompting · ontology · semantic layers · playbooks · workflow automation

Source and classification

Internal deployment & tooling · Evidence for this classification:

Firm Deployed Engineers come from the industries Intapp serves. You have practiced law, executed deals, advised clients, delivered audits or run investments. Your job is to bring that to life inside a firm. You will understand how its teams work then deploy the coworkers, playbooks and workflows of Intapp Celeste that can transform how the firm runs. The role carries an engineer's title, but the value you bring is in the thousands of hours you have spent in your industry. You know what does and doesn’t work, you know what carries risk and where workflows break down. You work in the field with the client, shaping Celeste to the firm's data, language and method. You lead as an advisor and deliver as a builder, often in the same conversation. What you will do: Discovery as delivery – Work alongside the professionals to find the workflows worth automating. Map the workflows onto
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