Principal Consulting Lead

Intapp • Charlotte, NC

7d

About The Position

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.

Requirements

• 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
• 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.
• Experience and willingness to execute 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.

Nice To Haves

• 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 working in a global delivery model with distributed teams and clients.

Responsibilities

• 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 & Innovation Advocacy Own the product feedback loop by representing client needs internally and collaborating with Product, Program Governance, and Architecture teams to influence roadmap and solution evolution.
• Strategic Delivery Initiatives Lead cross-functional initiatives that enhance delivery methodologies, improve operational efficiency, and drive innovation across the consulting organization.
• Pre-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.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Principal
• Education Level: No Education Listed