Solutions Advisory Director

Collaboration and Content

The Solution Advisory Director is a solution and domain specialist in our Solution Advisory Group for Collaboration & Content, which comprises Intapp Documents, Intapp Workspaces, and Intapp Client Collaboration.

The Solution Advisory Director works in collaboration with other Solution Advisory Group members, the Business Unit team for Collaboration & Content, and Account Teams to engage with clients and help them achieve their business objectives and success with their Intapp solutions. In this capacity, you will serve as a trusted advisor to clients of Collaboration & Content solutions to understand their goals, keep them apprised of the solution roadmaps, and help them maximize their return on investment via best practices recommendations.

To be successful in this role, the Solution Advisory Director will be a domain expert, understanding the use of collaboration and content technology solutions in a professional services firm environment. This will allow the Solution Advisory Director to review client situations, offer cogent advice, and assist in identifying specific corrective measures when challenges arise.

The Solution Advisory Director has responsibility to work with a segment of clients – primarily remotely, but occasionally with on-site visits and participation in user group meetings.

What you will do:

• Consult with clients post-deployment to ensure they are capitalizing on all available features in the solution and that they are configured appropriately to the client’s organizational model and needs.
• Proactively conduct solution reviews to assess effective adoption, gauge product usage, identify client business issues and requirements, and coordinate with the required internal resources as appropriate to drive timely resolution of issues.
• Coordinate with the Collaboration & Content Practice Group Leads (PGLs) to advise on trends in the marketplace and provide introductions to other organizational resources and specialists/experts where appropriate.
• Understand and clearly articulate the benefits of Collaboration & Content solutions to all levels of a client organization, including business line managers, and C-level executives.
• Lead and support Collaboration & Content user group events and be an active moderator and contributor to our online client communities for Collaboration & Content clients.
• Serve as a visible presence in the marketplace, demonstrating Intapp’s technology expertise and thought leadership at conferences, events, and other industry programs.
• Proactively engage with clients to interpret usage data and develop benchmarks, predictive KPIs, and recommend modifications of system usage to clients as appropriate.
• Monitor and analyze client base to identify trends in product health and make recommendations to Business Unit for client outreach programs to improve client retention rates and coordinate same.
• Curate product enhancement requests received from clients, manage the process of review with the Product organization and coordinate responses to clients.
• Work with the Business Unit’s Client Experience team to analyze data, identify trends, formulate recommendations, and execute programs to optimize the client journey and result in high client satisfaction and referenceability.

What you will need

• 5+ years’ experience in the legal or professional services industry, in a technology role. Experience in enterprise software or document management administration a plus.
• Expertise with Microsoft 365 and Teams required; familiarity with iManage, NetDocuments, Repstor/Intapp applications a distinct advantage.
• Strong consultative and communication skills, including the ability to listen carefully, influence and network with a broad spectrum of internal colleagues and external clients.
• Experience with change management and/or developing adoption strategies for technologies.
• Strong business acumen and client service mentality.
• Strong analytical skills and an ability to collect and analyze input from multiple sources
• Strong time management skills; ability to multi-task and prioritize
• Resourceful problem-solver, driven by results, and comfortable working in a startup environment
• Self-starter, reliable, collegial, and a team player
• Degree educated
• Ability to travel up to 20% of the year

What you will gain at Intapp:

Our culture at Intapp emphasizes accountability, responsibility, and growth.  We support each other in a positive, open atmosphere that fosters creativity, approachability, and teamwork. We’re committed to creating a modern work environment that’s connected yet flexible, supporting both professional success and work-life balance. In return for your passion, commitment, and collaborative approach, we offer: 

• Competitive base salary plus variable compensation and equity 
• Generous paid parental leave, including adoptive leave 

Traditional comprehensive benefits, plus: 

• Generous Paid Time Off 
• Tuition reimbursement plan 
• Family Formation benefit offered by Carrot 
• Wellness programs and benefits provided by Modern Health 
• Paid volunteer time off and donation matching for the causes you care about 
• Home office stipend 
• Opportunities for personal growth and professional development supported by a community of talented professionals 
• An open, collaborative environment where your background and contributions are valued 
• Experience at a growing public company where you can make an impact and achieve your goals 
• Open offices and kitchens stocked with beverages and snacks 

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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. All offers are contingent upon passing a criminal history and other background checks if applicable to the position.

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.