5-8+ years client-facing experience in software implementation for enterprise engagements.
3-5 years in private equity, investment banking, or related financial services.
Bachelor's degree in information systems, Business Administration, or equivalent experience.
Proven ability to establish trust and deliver strategic value in client relations.
Advanced Microsoft Excel proficiency; familiarity with SaaS and data architecture.
Strong analytical skills for translating complex requirements into scalable solutions.
Exceptional communication and facilitation skills for leading workshops.
Responsibilities
Lead strategic enterprise engagements to design tailored solutions.
Conduct advanced analysis to create scalable platform configurations.
Act as a trusted advisor in strategic conversations with senior client stakeholders.
Produce comprehensive design documentation for successful platform implementation.
Deliver customized training sessions to empower client teams.
Collaborate with internal teams for seamless project delivery and improvement.
Develop scalable design frameworks to ensure consistency across engagements.
Benefits
Opportunity for professional growth in a senior leadership role.
Involvement in high-stakes, impactful projects with enterprise clients.
Collaborative work environment that values knowledge sharing.
Access to training and development resources to enhance skills.
Engagement with innovative technology and industry trends.
Full Job Description
The Principal Consultant is a senior leader within the Professional Services consulting team, responsible for driving the design and implementation of the DealCloud platform for complex, enterprise-level clients. This role blends strategic client advisory with advanced solution architecture, data strategy, and platform configuration. Principal Consultants lead high-impact engagements, influence product evolution, and collaborate across teams to ensure delivery excellence. They also play a key role in elevating team capability through knowledge sharing, collaboration, and modeling best practices.
What you will do:
Lead Strategic Enterprise Engagements Serve as the engagement lead for enterprise clients, applying deep industry expertise to architect tailored solutions that align with business goals and deliver measurable outcomes.
Solution Design & Implementation Conduct advanced analysis of client operations and data ecosystems to design scalable platform configurations that address complex business challenges.
Client Advisory & Relationship Management Operate as a trusted advisor to senior client stakeholders, guiding strategic conversations and ensuring alignment between platform capabilities and business objectives.
Technical Documentation & Enablement Collaborate with Technical Leads to produce clear, comprehensive design documentation that supports implementation and long-term platform success.
Training & Client Empowerment Deliver customized training sessions to client teams, enabling confident adoption and optimization of configured solutions.
Cross-Functional Collaboration Partner with internal teams-including Support, Customer Success, and Product-to ensure seamless delivery and continuous improvement across the client lifecycle.
Design Framework Leadership Develop and apply scalable design frameworks that support consistency and excellence across diverse client engagements.
Quality Assurance Oversight Lead QA efforts to validate solution integrity, performance, and alignment with client expectations.
Data Strategy & Migration Planning Analyze legacy data sets to inform system architecture and ensure optimal data migration and usability.
Escalation Management Proactively manage and resolve client escalations, applying strategic thinking and platform expertise to mitigate risk and maintain trust.
Pre-Sales & Scoping Support Contribute to pre-sales activities by shaping solution scope, supporting order form development, and aligning proposed deliverables with client needs.
Team Development & Knowledge Sharing Collaborate with peers and junior team members to elevate delivery quality, share expertise, and reinforce best practices across engagements.
What you will need:
5-8+ years of experience in client-facing, project-based software implementation, with a track record of leading complex enterprise engagements.
3-5 years of experience in private equity, investment banking, or related financial services.
Bachelor's degree in information systems, Business Administration, or equivalent experience.
Proven ability to build trust and deliver strategic value in high-stakes client environments.
Advanced proficiency in Microsoft Excel and familiarity with SaaS platforms and data architecture.
Strong analytical skills with the ability to translate complex requirements into scalable solutions.
Exceptional communication and facilitation skills; adept at leading client workshops and internal collaboration.
Highly organized, adaptable, and capable of managing multiple priorities under pressure.
Collaborative mindset with experience supporting team development and cross-functional initiatives.
Passion for continuous learning and innovation in technology and industry trends.
Self-directed and proactive with a commitment to excellence and client success.
Preferred Experience & Skills
Master's degree in business, technology, or a related field.
Experience with SQL or relational database concepts.
Demonstrated success in elevating delivery quality through collaboration and knowledge sharing.
Familiarity with DealCloud platform best practices and enterprise SaaS implementation methodologies.
