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Job Description

IntApp supports your growth and day-to-day wellbeing with training and continuing education reimbursement, modern open offices, complimentary lunches, and fully stocked kitchens. You will also have access to comprehensive wellness and flexible time off programs, benefits designed to care for you and your family, family-formation benefits and support during your family-building journey, paid volunteer time off, and a donation matching program.

This onsite role in Charlotte, NC focuses on delivering reliable data integrations that help client implementations reach go-live with confidence. You will manage migration into the DealCloud platform and work closely with clients and internal teams to keep data accurate from mapping through testing.

Responsibilities

  • Lead end-to-end migration of client data into the DealCloud platform.
  • Collect client data migration requirements and translate them into accurate technical solutions for integration and go-live.
  • Execute ETL work, including extracting data from client legacy systems, transforming it, mapping it, and loading it for client projects.
  • Validate and reconcile client data to ensure accuracy and integrity throughout migration and deployment.
  • Support platform configuration and data integration tasks following DealCloud best practices.
  • Lead QA and testing efforts to support successful deployment of client solutions.
  • Contribute to internal project management activities, including documentation, status reporting, and escalation handling.
  • Act as a secondary resource for client-facing work such as requirement gathering, solution design, and post-go-live support.

Requirements

  • Experience in professional services, consulting, or other client-facing roles within a SaaS organization.
  • Bachelor’s degree in computer science, Information Systems, or a related field, or related experience.
  • 3+ years of experience with ETL processes and tools, data integration, or technical delivery.
  • Familiarity with CRM platforms or financial services technology.
  • Proficiency in data manipulation using Excel, SQL, or similar technologies.
  • Strong understanding of data structures, normalization, and mapping techniques.
  • Ability to recognize simple data issues and help drive solutions.
  • Excellent communication and interpersonal skills with a client-first mindset.
  • Strong analytical thinking and problem-solving abilities.
  • Ability to manage multiple tasks and priorities in a fast-paced environment.
  • Collaborative team player with a proactive approach to delivery.

Preferred Qualifications

  • Experience with DealCloud or a similar financial services platform.
  • Knowledge of investment banking, private equity, or legal workflows.
  • Exposure to Agile or iterative delivery methodologies.

Technologies: DealCloud, ETL, Excel, SQL, APIs, CRM platforms, cloud-based platforms.

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