Client Technology Strategist (CTS)

Intapp•New York, NY

About The Position

Intapp is expanding its pre-sales organization with a Client Technology Strategist (CTS). The CTS helps clients understand the possibilities of Intapp technology through thought leadership, digital transformation workshops, and consultative engagements, including discussions of how AI is changing professional and financial services firms. The role builds strategic partnerships with C-level technology executives to support client and company success. Drawing on deep industry knowledge, broad technology expertise, and business acumen, the CTS connects prospects’ strategies, priorities, and application landscapes to Intapp technologies, including Intapp Celeste, and develops AI-informed value propositions. The role collaborates closely with sales team members, value engineering, product management, and implementation consultants. The ideal candidate has genuine fluency in AI and can lead credible conversations about its business and technical impact with senior audiences.

Requirements

10+ years of technology leadership in a large financial services firm; investment banking or alternative assets experience is preferred.
Ability to guide senior leaders through AI strategy, adoption, and risk considerations.
10+ years of hands-on experience architecting and implementing enterprise cloud software solutions, including AI-enabled solutions.
Strong knowledge of at least one major enterprise architecture framework, such as TOGAF, and ability to perform enterprise architecture analysis and modeling across business, application, data, and technology domains.
Genuine fluency in AI, including the ability to explain how tools such as Intapp Celeste are reshaping firm operations and translate AI concepts into business value for executive and technical audiences.
Strong knowledge of cloud security protocols, data integration, REST and SOAP web services, SaaS deployments, and SQL databases.
Understanding of data quality, security, and governance needs for AI solutions.
Strong consultative approach, facilitation and leadership skills, and ability to engage firm leaders and technical staff.
Ability to use simple graphical models to explain complex and AI-driven concepts.
Technical degree from a top university required.

Nice To Haves

Experience in investment banking or alternative assets.
Consulting experience.

Responsibilities

Challenge prospects’ assumptions through constructive dialogue about their business and technology, and establish Intapp’s perspective on technology trends, including AI, working with partners to deliver innovative solutions.
Serve as the sales team’s primary subject matter expert for cloud, data integration, and AI, including the data foundations and governance required for AI-enabled solutions.
Create and maintain a connected-data demonstration environment showing integrations between Intapp—including Intapp Celeste AI capabilities—and external systems, and support its departmental use.
Deliver presentations to audiences ranging from technical administrators to executive management.
Advise clients on enterprise and solution architecture across Intapp, existing, and third-party solutions.
Work with clients and implementation teams to model realization plans, including AI adoption roadmaps, that meet firm objectives within their constraints.
Gather industry data on assigned accounts and advocate for customer feedback with product and engineering teams, including feedback on AI feature needs.
Support RFP/RFI responses and maintain knowledge of Intapp products, the competitive landscape, and AI developments that shape product strategy.