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Client Services Operations Analyst Intern

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Intapp

Dec 7, 2023

Applications are closed

  • Internship
    Full-time
    Starts on Jun 02
    Summer Internship
  • Business, Operations & Strategy
  • Charlotte

Requirements

  • Organization, effective time management and prioritization, and ability to multi-task 
  • Passion for delivering high quality outcomes 
  • Ability to work under tight deadlines 
  • Ability working as part of a team 
  • Strong analytical and creative problem-solving abilities 
  • Comfort with Microsoft Excel, familiarity with basic Excel functions 
  • Ability to adapt to rapidly evolving situations 
  • Strong sense of personal responsibility and ownership over your work 
  • Willingness and love of learning new technology, new processes and procedures, and new business models 

Responsibilities

  • Assist the Services Sales Ops team with processing Statements of Work (SOW’s) & services setup through the pre-sale’s stages in a timely manner. This will include but not limited to New Implementation SOW’s, Change Request SOW’s on existing projects and Managed Services agreements.
  • Proactively manage the scoping queue for incoming scoping requests from the sales team and route to the relevant technical teams and follow-up as appropriate.
  • Partner with Services Sales Ops to maintain deal and pipeline accuracy in Intapp’s CRM platform to ensure deal pipeline is accurate and up to date for reporting and forecasting purposes.
  • Be responsible for reviewing SOW’s & services setup ahead of contract request to ensure accuracy for resource roles, hours, and rates in Intapp’s CRM.
  • Assist with ad-hoc CRM reporting requests for the services team.
  • Partner with other internal departments (i.e., CRM Ops and Contract Ops) through the contract lifecycle to support the quick turnaround of services contracts.
  • Review forecast future staffing capacity demands and gaps.
  • Track trends in resource usage and assign appropriate staff to meet project needs.
  • Prepare utilization, staffing and any ad hoc reports as requested.
  • Participate in weekly sales and staffing calls.
  • Provide first line technical support to the Client Services and Strategic Consulting organizations by responding to issues and requests reported in our ticketing system.
  • Own the timely creation and updating of projects in OpenAir, our Services Project Management System, including generating proposal projects.
  • Assist with OpenAir administration, including, but not limited to working with the services Operations team on maintaining and updating the system.
  • Develop system expertise and proactively identify systems/process enhancements that will be provide incremental improvements and efficiencies in systems supported.
  • Efficiently triage and escalate issues that fall under adjacent internal teams as needed. Adjacent teams include IT, Business Applications, Finance, Product, and other individuals in the extended Services Operations team.
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Intapp

Accounting
Industry
1001-5000
Employees
2000
Founded Year

Mission & Purpose

Intapp powers connected firms. Trusted by 2,250 of the world’s top private capital, investment banking, legal, accounting, and consulting firms, Intapp offers end-to-end, cloud-based connected firm management software built for the unique needs of partner-led firms. Intapp helps enhance collaboration, unleash collective knowledge, transform decision-making, and fuel success. Our products and services span the entire relationship lifecycle — from strategy through origination and execution — to drive optimal outcomes.