Field CTO​/Client Technology Strategist - Financial Services

About the role

Intapp is expanding the pre‑sales organization with a Field CTO/Client Technology Strategist (CTS). The Field CTO/CTS inspires clients to fully understand the possibilities of Intapp technology through thought leadership, digital transformation workshops, and other consultative engagements. Strategic partnerships with C‑level technology executives help drive success for clients and Intapp. With deep industry knowledge, broad technology expertise and strong business acumen, the Field CTO/CTS connects prospects’ business strategies, priorities and application landscape to Intapp technologies and established well‑grounded value propositions.

Success will require deep collaboration with the sales team members including value engineering, product management, implementation consultants and others.

• Challenge prospects’ assumptions with constructive dialogue about their business and technology.
• Collaborate 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.
• Coordinate with internal industry experts to gather industry data of assigned accounts and improve planning.
• Demonstrate 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.
• Act 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).
• Escalate 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.

• 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 is 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.

• Opportunity to bring your talents and intellectual curiosity to create better outcomes for our people and our clients.
• Part of a growing public company with a modern, connected yet flexible work environment, supporting professional growth and well‑being.
• Collaborative culture that fosters creativity, innovation, and teamwork.
• Professional development opportunities with reimbursement for training and continuing education.
• Modern, open offices, complementary lunches, fully stocked kitchens to stay energized.
• Comprehensive wellness and flexible time‑off programs; family‑formation benefits and support during family‑building journey.
• Paid volunteer time off and donation matching program for supported causes.
• Welcoming culture where contributions are valued and professional growth is a priority.

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.