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[Remote] Field CTO/Client Technology Strategist - Financial Services

Work from home Full-time role Hiring

Note: The job is a remote job and is open to candidates in USA. Intapp is expanding the pre-sales organization with a Field CTO/Client Technology Strategist (CTS). The role involves inspiring clients to understand Intapp technology and driving success through strategic partnerships with C-level technology executives.

Responsibilities

  • Challenge prospects’ assumptions with constructive dialogue about their business and technology. Collaborates with partners to provide innovative solutions
  • Operate as the primary subject matter expert and point of contact within the sales team for all things related to cloud and data integration
  • Own the creation, maintenance and departmental leverage of a connected data demonstration environment highlighting integrations between Intapp and external systems
  • Deliver solution presentations and demonstrations to all levels of audiences from technical administrators to business users to executive-level management
  • Advise clients on enterprise and solution architecture including Intapp solutions, existing client solutions, and potential third-party solutions
  • Proactively build and maintain a broad knowledge of Intapp's product landscape, solutions, and strategy in the industry of assigned accounts
  • Coordinates with internal industry experts to gather industry data of assigned accounts and improves planning. Demonstrates an excellent understanding of the customers' business strategy and the direction of the industry
  • Collaborate with clients and implementation teams to model and plan out realization plans that meet firm objectives within the given constraints
  • Acts as the voice of the customer and internal advocate by providing insights, feedback, and challenges from the customer to internal teams (e.g., product groups, engineers). Escalates pressing issues for customers to Intapp internal stakeholders to provide the appropriate solutions for the customer
  • Provide input and expertise on RFP/RFI requests
  • Maintain thorough knowledge of competitive landscape, product offerings, etc., and assist with product strategy
  • Establish Intapp’s point of view of technology trends and key topics

Skills

  • 10+ years of technology leadership experience in a large financial services firm. Investment banking and or Alternative Assets firm experience is preferable
  • 10+ years hands-on experience architecting and implementing enterprise cloud software solutions
  • Strong consultative approach, consulting experience a strong advantage
  • Leadership and team facilitation skills
  • Strong communication skills with a successful history of convincingly engaging with firm leaders as well as the technical staff
  • Strong modeling skills with the ability to create compelling content with simple yet comprehensive graphical representation of complexity
  • Strong technical skills and knowledge including cloud security protocols, data integration, REST and SOAP web services, SaaS deployments, and SQL databases
  • Ability to perform EA analysis and modeling across all EA domains (business, application, data, and technology architecture)
  • Strong knowledge of at least one major EA framework (e.g., TOGAF)
  • Technical degree from a top university

Benefits

  • Reimbursement for training and continuing education
  • Complimentary lunches
  • Fully stocked kitchens
  • Comprehensive wellness and flexible time off programs
  • Family-formation benefits
  • Paid volunteer time off
  • Donation matching program

Company Overview

  • Intapp is a provider of industry-specific, cloud-based software solutions that enable connected professional and financial services. It was founded in 2000, and is headquartered in Palo Alto, California, USA, with a workforce of 1001-5000 employees. Its website is http://www.intapp.com.
  • Company H1B Sponsorship

  • Intapp has a track record of offering H1B sponsorships, with 1 in 2025, 1 in 2024, 6 in 2023, 17 in 2022, 7 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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