CRM Product Specialist
Intapp, Palo Alto, CA, United States
Intapp's Sales and Revenue Operations teams rely on a best‑in‑class quoting and opportunity management system to close deals faster and maintain audit integrity. We're seeking a CRM Specialist to own the design and continuous improvement of our DealCloud and Opportunity‑to‑Quote ecosystem.
You'll partner with Sales Operations, Finance, and Product teams to architect workflows that accelerate deal velocity, enforce pricing governance, and reduce manual work.
What you will do: Solution Design & Architecture
Design the end‑to‑end quote lifecycle: qualification → configuration → pricing → approval → closure
Become an expert in DealCloud and opportunity‑to‑quote workflows
Define integration architecture between DealCloud, CPQ tools, and downstream billing/contract systems
Establish dashboards and reporting to track pipeline, conversion, and approval bottlenecks
Operational Leadership & Governance
Develop and maintain solution documentation and design standards
Own quote approval hierarchies, discount governance, and pricing strategy implementation
Design and enforce data validation rules, stage progression logic, and audit trails across the opportunity lifecycle
Establish best practices around change management, solution governance, and release coordination
Enablement & Stakeholder Engagement
Partner with business stakeholders (Sales, Finance, Revenue Ops) to translate needs into technical requirements
Deliver training and documentation to support teams and end‑users
Proactively identify future capability needs and propose iterative solutions
Work with Integration and Data Solutions teams to address technical dependencies
What you will need:
Bachelor’s Degree with 5+ years of relevant work experience
5+ years of systems‑facing work with demonstrated progression
2+ years specifically in CRM configuration and solution architecture
Understanding of how business processes map to system design
Hands‑on experience with Salesforce, Microsoft Dynamics, or comparable CRM
Real exposure to CPQ tools (DealHub, Salesforce CPQ, Conga preferred)
Deep understanding of sales cycle processes: opportunity qualification → quote generation → deal closure
Ability to design system architecture across multiple platforms
Comfort with data flow, integration patterns, and reporting requirements
Experience working with revenue operations, sales operations, or finance teams
Strategic communicator who translates between business and technical teams
Strong documentation practices and attention to change management
Problem‑solver who thinks proactively about future needs
Listener who asks good questions and validates requirements before designing
Bonus if you have:
Subscription or recurring revenue business model background
DealCloud or Intapp OnePlace platform experience
Quote approval hierarchy and discount governance design
ERP/billing system integration architecture
CPQ process automation and workflow design
What you will gain:
Expand Your Skills: Unlock your potential with professional development opportunities supported by a community of experienced professionals. We offer reimbursement for training and continuing education to help you stay ahead in your career.
Enjoy Where You Work: Thrive in our modern, open offices designed to inspire creativity and collaboration. Our complimentary lunches and fully stocked kitchens ensure you have everything you need to stay energized throughout the day.
Support What Matters Most: Our comprehensive wellness and flexible time off programs and our benefits are designed to care for you and your family. Our family‑formation benefits and support during your family‑building journey ensure you have the resources you need when it matters most. We believe in giving back and supporting our communities with paid volunteer time off and a donation matching program for the causes you care about.
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.
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You'll partner with Sales Operations, Finance, and Product teams to architect workflows that accelerate deal velocity, enforce pricing governance, and reduce manual work.
What you will do: Solution Design & Architecture
Design the end‑to‑end quote lifecycle: qualification → configuration → pricing → approval → closure
Become an expert in DealCloud and opportunity‑to‑quote workflows
Define integration architecture between DealCloud, CPQ tools, and downstream billing/contract systems
Establish dashboards and reporting to track pipeline, conversion, and approval bottlenecks
Operational Leadership & Governance
Develop and maintain solution documentation and design standards
Own quote approval hierarchies, discount governance, and pricing strategy implementation
Design and enforce data validation rules, stage progression logic, and audit trails across the opportunity lifecycle
Establish best practices around change management, solution governance, and release coordination
Enablement & Stakeholder Engagement
Partner with business stakeholders (Sales, Finance, Revenue Ops) to translate needs into technical requirements
Deliver training and documentation to support teams and end‑users
Proactively identify future capability needs and propose iterative solutions
Work with Integration and Data Solutions teams to address technical dependencies
What you will need:
Bachelor’s Degree with 5+ years of relevant work experience
5+ years of systems‑facing work with demonstrated progression
2+ years specifically in CRM configuration and solution architecture
Understanding of how business processes map to system design
Hands‑on experience with Salesforce, Microsoft Dynamics, or comparable CRM
Real exposure to CPQ tools (DealHub, Salesforce CPQ, Conga preferred)
Deep understanding of sales cycle processes: opportunity qualification → quote generation → deal closure
Ability to design system architecture across multiple platforms
Comfort with data flow, integration patterns, and reporting requirements
Experience working with revenue operations, sales operations, or finance teams
Strategic communicator who translates between business and technical teams
Strong documentation practices and attention to change management
Problem‑solver who thinks proactively about future needs
Listener who asks good questions and validates requirements before designing
Bonus if you have:
Subscription or recurring revenue business model background
DealCloud or Intapp OnePlace platform experience
Quote approval hierarchy and discount governance design
ERP/billing system integration architecture
CPQ process automation and workflow design
What you will gain:
Expand Your Skills: Unlock your potential with professional development opportunities supported by a community of experienced professionals. We offer reimbursement for training and continuing education to help you stay ahead in your career.
Enjoy Where You Work: Thrive in our modern, open offices designed to inspire creativity and collaboration. Our complimentary lunches and fully stocked kitchens ensure you have everything you need to stay energized throughout the day.
Support What Matters Most: Our comprehensive wellness and flexible time off programs and our benefits are designed to care for you and your family. Our family‑formation benefits and support during your family‑building journey ensure you have the resources you need when it matters most. We believe in giving back and supporting our communities with paid volunteer time off and a donation matching program for the causes you care about.
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.
#J-18808-Ljbffr