Data Engineer

Intapp • Charlotte, NC

1d

About The Position

The Data Engineer manages data integration processes for client implementations and leads end-to-end data migrations into the DealCloud platform. The role gathers client migration requirements and translates them into technical solutions, performing data extraction, transformation, mapping, loading, validation, reconciliation, and go-live activities. It also supports platform configuration, QA and testing, and internal project management. The position involves proactive client collaboration and may provide secondary support for client-facing activities such as requirement gathering, solution design, and post-go-live support.

Requirements

• Experience working in professional services, consulting, or client-facing roles in a SaaS organization.
• Bachelor’s degree in computer science, Information Systems, or a related field, or related experience.
• At least 3 years of experience in ETL processes and tools, data integration, or technical delivery.
• Familiarity with CRM platforms or financial services technology.
• Proficiency in data manipulation using Excel, SQL, or similar technologies.
• Strong understanding of data structures, normalization, and mapping techniques.
• Ability to recognize simple data problems and assist in finding solutions.
• Excellent communication and interpersonal skills with a client-first mindset.
• Strong analytical thinking and problem-solving abilities.
• Ability to manage multiple tasks and priorities in a fast-paced environment.
• Collaborative team player with a proactive approach to delivery.

Nice To Haves

• Experience with cloud-based platforms and APIs.
• Experience with DealCloud or a similar financial services platform.
• Knowledge of investment banking, private equity, or legal workflows.
• Exposure to Agile or iterative delivery methodologies.

Responsibilities

• Lead end-to-end migration of data into the DealCloud platform.
• Gather client data migration requirements and translate them into technical solutions for integration and go-live.
• Perform ETL tasks, including extracting data from client legacy platforms, transforming and mapping it, and loading it for client projects.
• Validate and reconcile client data to ensure accuracy and integrity during migration and go-live.
• Support platform configuration and data integration in alignment with DealCloud best practices.
• Lead QA and testing efforts to ensure successful deployment of client solutions.
• Participate in internal project management activities, including documentation, status reporting, and escalation handling.
• Provide secondary support for client-facing initiatives such as requirement gathering, solution design, and post-go-live support.

Benefits

• Professional development opportunities.
• Reimbursement for training and continuing education.
• Modern, open offices.
• Complimentary lunches and fully stocked kitchens.
• Wellness programs and flexible time off.
• Family-formation benefits and support.
• Paid volunteer time off.
• Donation matching program.

What This Job Offers

• Job Type: Full-time