Senior Solutions Consultant

Intapp • New York, NY

12d

About The Position

The Senior Solutions Consultant drives consultative prospect engagements and is accountable for product and technical evaluations within a sales territory or product line. The role works closely with sales, account management, Value Engineering, product management, implementation consultants, and other teams to demonstrate how Intapp solutions address the specialized needs of financial services firms.

The consultant demonstrates Intapp Celeste and other AI capabilities in practical scenarios, explains how agentic AI workflows can improve daily operations, and leads conversations with prospects at all levels. The role requires current knowledge of Intapp products, the competitive landscape, industry events, AI, cloud technology, and security protocols. It also involves shaping prospect engagement, architecting customer-value-focused solutions across the portfolio, supporting trials and RFI/RFP processes, and keeping product demonstrations current as products evolve.

Requirements

• At least 8 years of relevant experience at an enterprise software company, including enterprise architecture experience.
• Comfort with AI, cloud technology, and security protocols.
• AI fluency and curiosity, including comfort discussing large language models, agentic AI workflows, and the practical implications of tools such as Intapp Celeste; the role does not require being a technologist.
• Experience in financial services, such as private capital, investment banking, real estate, or a related field.
• Strong written and verbal communication skills, including the ability to explain the business issues behind enterprise software and confidently engage senior stakeholders.
• Technical skills to quickly redesign presentations and configure applications.
• Design thinking or similar collaboration methods.
• High integrity, teamwork, and strong problem-solving, organizational, and analytical skills.

Responsibilities

• Demonstrate Intapp Celeste and Intapp AI capabilities in live, practical scenarios, and explain how agentic AI workflows can improve prospects’ day-to-day operations.
• Maintain deep knowledge of Intapp products, the competitive landscape, industry events, and the impact of AI on the market.
• Assess and shape the prospect engagement model and organize the technical sales team to cover requirements across the broader portfolio.
• Architect solutions across the Intapp portfolio that deliver customer value, and communicate their advantages through tailored demonstrations of integrated data.
• Assist with technical execution of product trials.
• Partner with consulting and implementation services to confirm feasibility and support successful post-sales execution.
• Coordinate RFIs and RFPs, and support account strategy and planning.
• Maintain product demo sites in line with new product releases.
• Enable the field to communicate new product features and enhancements and the business outcomes they deliver to prospective clients.

Benefits

• Professional development opportunities and reimbursement for training and continuing education.
• Modern, open offices, complimentary lunches, and fully stocked kitchens.
• Wellness programs and flexible time off.
• Benefits designed to support employees and their families.
• Family-formation benefits and support during the family-building journey.
• Paid volunteer time off and a donation matching program.

What This Job Offers

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