CRM Product Specialist

Intapp•Palo Alto, CA

About The Position

Intapp's Sales and Revenue Operations teams rely on a best-in-class quoting and opportunity management system to close deals faster and maintain audit integrity. We're seeking a CRM Specialist to own the design and continuous improvement of our DealCloud and Opportunity-to-Quote ecosystem. You'll partner with Sales Operations, Finance, and Product teams to architect workflows that accelerate deal velocity, enforce pricing governance, and reduce manual work. At Intapp, you’ll get the opportunity to bring your talents and intellectual curiosity to create better outcomes for our people and our clients. You’ll be part of a growing public company, with a modern work environment that’s connected yet flexible and where your professional growth and well-being are top priorities. We’ll collaborate and grow together, supporting each other in a positive, open atmosphere that fosters creativity, innovation, and teamwork. Here, you will have the opportunity to: Expand Your Skills: Unlock your potential with professional development opportunities supported by a community of experienced professionals. We offer reimbursement for training and continuing education to help you stay ahead in your career. Enjoy Where You Work: Thrive in our modern, open offices designed to inspire creativity and collaboration. Our complimentary lunches and fully stocked kitchens ensure you have everything you need to stay energized throughout the day. Support What Matters Most: Our comprehensive wellness and flexible time off programs and our benefits are designed to care for you and your family. Our family-formation benefits and support during your family-building journey ensure you have the resources you need when it matters most. We believe in giving back and supporting our communities with paid volunteer time off and a donation matching program for the causes you care about. Join us and be a part of a collaborative and welcoming culture where your contributions are valued, and your professional growth is a priority. Together, we are building a company of long-term value that we can all be proud of. Intapp provides equal employment opportunities to all qualified applicants and will make hiring decisions without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, political affiliation, or any other characteristic protected by federal, state or local laws. Please note: Intapp will not hire through text message, social media, or email alone. We will never extend a job offer unless you have been contacted directly by an Intapp recruiter and have participated in the interview process which will generally consist of 3 or more virtual or in person meetings. Please note that Intapp only uses company email addresses, which contain “@intapp.com” or “@dealcloud.com” to communicate with candidates via email. Intapp will never ask for financial information of any kind or for any payment during the job application process. We post all legitimate job openings on the Intapp Career Site at https://www.intapp.com/working-at-intapp/. If you believe you were a victim of such a scam, you may contact your local authorities. Intapp is not responsible for any claims, losses, damages, or expenses resulting from scammers. Intapp builds AI software to power the world’s top investment, legal, and consulting firms. Our clients face unique challenges: they must track and manage complex client relationships, navigate strict regulatory requirements, and manage sensitive deal information. We develop software specifically for these needs, helping firms find and win business, onboard clients safely and manage risk, deliver exceptional work, and capture full value. Today, more than 2,700 firms worldwide rely on Intapp, including 95 of the Am Law 100, 16 of the top 20 accounting firms, and more than 1,700 private capital, investment banking, and real assets firms. Intapp has helped firms achieve measurable impact — from 25% more pitch opportunities to 55% faster client onboarding — turning intelligence into competitive advantage. Founded in 2000 and headquartered in Palo Alto, California, Intapp completed a successful IPO on June 30, 2021 (NASDAQ: INTA). Alongside a global ecosystem of partners, Intapp accelerates innovation and integration, ensuring our clients are always at the forefront of transformation.

Requirements

5+ years of systems-facing work with demonstrated progression
2+ years specifically in CRM configuration and solution architecture
Understanding of how business processes map to system design
Hands-on experience with Salesforce, Microsoft Dynamics, or comparable CRM
Real exposure to CPQ tools (DealHub, Salesforce CPQ, Conga preferred)
Deep understanding of sales cycle processes: opportunity qualification → quote generation → deal closure
Ability to design system architecture across multiple platforms
Comfort with data flow, integration patterns, and reporting requirements
Experience working with revenue operations, sales operations, or finance teams
Strategic communicator who translates between business and technical teams
Strong documentation practices and attention to change management
Problem-solver who thinks proactively about future needs
Listener who asks good questions and validates requirements before designing

Nice To Haves

Subscription or recurring revenue business model background
DealCloud or Intapp OnePlace platform experience
Quote approval hierarchy and discount governance design
ERP/billing system integration architecture
CPQ process automation and workflow design

Responsibilities

Solution Design & Architecture Design the end-to-end quote lifecycle: qualification → configuration → pricing → approval → closure
Become an expert in DealCloud and opportunity-to-quote workflows
Define integration architecture between DealCloud, CPQ tools, and downstream billing/contract systems
Establish dashboards and reporting to track pipeline, conversion, and approval bottlenecks
Operational Leadership & Governance Develop and maintain solution documentation and design standards
Own quote approval hierarchies, discount governance, and pricing strategy implementation
Design and enforce data validation rules, stage progression logic, and audit trails across the opportunity lifecycle
Establish best practices around change management, solution governance, and release coordination
Enablement & Stakeholder Engagement Partner with business stakeholders (Sales, Finance, Revenue Ops) to translate needs into technical requirements
Deliver training and documentation to support teams and end-users
Proactively identify future capability needs and propose iterative solutions
Work with Integration and Data Solutions teams to address technical dependencies

Benefits

Expand Your Skills: Unlock your potential with professional development opportunities supported by a community of experienced professionals. We offer reimbursement for training and continuing education to help you stay ahead in your career.
Enjoy Where You Work: Thrive in our modern, open offices designed to inspire creativity and collaboration. Our complimentary lunches and fully stocked kitchens ensure you have everything you need to stay energized throughout the day.
Support What Matters Most: Our comprehensive wellness and flexible time off programs and our benefits are designed to care for you and your family. Our family-formation benefits and support during your family-building journey ensure you have the resources you need when it matters most. We believe in giving back and supporting our communities with paid volunteer time off and a donation matching program for the causes you care about.

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