Principal Consulting Lead
AI summary of the role
This is the most senior consulting role at Intapp, leading the largest and most complex enterprise client engagements.
No longer in the current catalog. Last included 2026-09-09. Check the employer’s posting for availability.
What you’ll do
- Lead the delivery of the largest and most complex client implementations, ensuring alignment with business objectives and long-term success.
- Provide direct leadership in resolving critical client issues, applying strategic thinking and cross-functional coordination to mitigate risk.
- Partner with Consulting Managers to design scalable frameworks for team development, knowledge sharing, and consistent delivery quality.
- Own the product feedback loop by representing client needs internally and collaborating with Product, Program Governance, and Architecture teams.
What you’ll bring
- 10+ years of experience in enterprise consulting, software implementation, or strategic client delivery roles.
- 5+ years of specialized experience in DealCloud CRM or 5+ years CRM experience in financial services, private equity, investment banking.
- Proven success leading large-scale, complex client engagements with executive-level stakeholders.
- Strong escalation management skills with the ability to navigate ambiguity and drive resolution.
Technologies
DealCloud CRM · SaaS · enterprise software implementation
Source and classification
Customer adoption & accounts · Evidence for this classification:
The Principal Consulting Lead is the most senior role within the consulting organization, responsible for leading the most complex and high-impact enterprise client engagements. This role is centered on delivering excellence in client outcomes through strategic leadership, hands-on engagement, and deep cross-functional collaboration. Principal Consulting Leads serve as trusted advisors to both clients and internal stakeholders, drive innovation in delivery practices, and influence product evolution through structured feedback. They also play a critical role in advancing consulting capabilities across the organization by modeling best practices and leading strategic initiatives that elevate delivery performance. What you will do: Lead Strategic Enterprise Engagements Oversee the delivery of the largest and most complex client implementations, ensuring alignment with business
More from the job description
The Principal Consulting Lead is the most senior role within the consulting organization, responsible for leading the most complex and high-impact enterprise client engagements. This role is centered on delivering excellence in client outcomes through strategic leadership, hands-on engagement, and deep cross-functional collaboration. Principal Consulting Leads serve as trusted advisors to both clients and internal stakeholders, drive innovation in delivery practices, and influence product evolution through structured feedback. They also play a critical role in advancing consulting capabilities across the organization by modeling best practices and leading strategic initiatives that elevate delivery performance. What you will do: Lead Strategic Enterprise Engagements Oversee the delivery of the largest and most complex client implementations, ensuring alignment with business objectives, delivery excellence, and long-term client success. Escalation Management & Risk Mitigation Provide direct leadership in resolving critical client issues, applying strategic thinking and cross-functional coordination to mitigate risk and maintain client confidence. Capability Development & Team Enablement Partner with Consulting Managers to design and implement scalable frameworks that support team development, knowledge sharing, and consistent delivery quality. Product Feedback & Innovati [... source excerpt omitted ...] -Sales & Scoping Leadership Contribute to pre-sales efforts by shaping solution scope, supporting order form development, and ensuring alignment between proposed deliverables and client expectations. Enterprise Collaboration & Thought Partnership Act as a strategic partner to internal teams, including Technology, Product, and Governance, to ensure cohesive execution across enterprise accounts. What you will need: 10+ years of experience in enterprise consulting, software implementation, or strategic client delivery roles. 5+ years of specialized experience in DealCloud CRM or 5+ years CRM experience in financial services, private equity, investment banking is required Pr [... source excerpt omitted ...] ecute mentoring and coaching programs within a consulting or professional services environment. Demonstrated ability to influence product strategy through structured feedback and client advocacy. Exceptional collaboration skills across cross-functional teams, including Technology, Product, and Governance. Excellent communication, facilitation, and leadership skills. Preferred Experience & Skills Advanced degree in Business Administration, Information Systems, or a related field. Deep domain expertise in private capital markets, financial services, or enterprise SaaS. Track record of leading strategic initiatives that resulted in measurable business impact. Experience wo
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