Analyst, Strategy & Planning

at  Intapp

Location: Palo Alto CA ( Hybrid)
Intapp is the Vertical AI leader for Professional and Financial services. Our Strategy & Planning team drives the strategic planning processes and initiatives across Intapp’s Business Units, Industries team, and Go-To-Market teams.
As an Analyst, you will report into Intapp’s Corporate Strategy & Planning team and will work “hand-in-hand” with members of the Strategy team to both shape Intapp’s Corporate Strategy and advise Executive Leadership on long-term company direction and strategy execution.

What you will do:

• Support the Strategy team with a variety of data modeling and analyses
• Work with various stakeholder groups within Intapp to help collect, maintain and validate market and account data – including but not limited to marketing, sales, services and support organizations
• Become an expert on Intapp data and data sources, and be the resource for the strategy team to access and synthesize data
• Identify downstream uses for account and market data within the organization and ensure the data serves the broader organizational needs, including (but not limited to) company and BU planning, marketing planning, sales planning, business development, and alliances development.
• Help establish and maintain company taxonomy for market data, account data, and related information
• Support ad-hoc analysis in support of strategic planning, strategic initiatives, and competition
• Maintain and refine company models supporting both annual planning and long-term strategy
• Serve as a team expert for planning tools and processes
• Develop expertise in Intapp’s CRM and BI tools and the use of them to manage and maintain our market data models
• Support regular updates to market, competitive, market share and other data for executive reporting, board reports, and quarterly sales and business reviews

What you will need:

• Strong analytic and problem-solving skills
• Strong Excel and PowerPoint experience and capabilities
• Comfort with and experience in drafting executive-level presentations
• Experience in both financial modeling and strategic market analysis
• Prefer at least 2-3 years post-undergraduate business experience as an analyst in a Tier-1 consulting firm, Investment Bank, Private Equity Firm, or enterprise SaaS provider
• Experience with SaaS businesses / business models
• Must be able to work in a collaborative manner with stakeholders across time zones and geographies
• Experience presenting to senior / executive stakeholders a plus

What you will gain at Intapp:

Our culture at Intapp emphasizes accountability, responsibility, and growth. We support each other in a positive, open atmosphere that fosters creativity, approachability, and teamwork. We’re committed to creating a modern work environment that’s connected yet flexible, supporting both professional success and work-life balance. In return for your passion, commitment, and collaborative approach, we offer:

• Competitive base salary plus variable compensation and equity
• Generous paid parental leave, including adoptive leave
• Traditional comprehensive benefits, plus:
• Generous Paid Time Off
• Tuition reimbursement plan
• Family Formation benefit offered by Carrot
• Wellness programs and benefits provided by Modern Health
• Paid volunteer time off and donation matching for the causes you care about
• Opportunities for personal growth and professional development supported by a community of talented professionals
• An open, collaborative environment where your background and contributions are valued
• Experience at a growing public company where you can make an impact and achieve your goals
• Open offices and kitchens stocked with beverages and snacks

For California based roles, Base Pay Range is $100,000- 110,000/yr . Your actual base salary will be determined by factors such as relevant experience, geographic location, and internal equity. In addition to base salary, variable compensation and equity may also be included #LI-JS2
Your actual base salary will be determined by factors such as relevant experience, geographic location, and internal equity. In addition to base salary, variable compensation and equity may also be included.
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. All offers are contingent upon passing a criminal history and other background checks if applicable to the position.
Please note: Intapp will not hire through text message, social media, or email alone. We will never extend a job offer unless you have been contacted directly by an Intapp recruiter and have participated in the interview process which will generally consist of 3 or more virtual or in person meetings. Please note that Intapp only uses company email addresses, which contain “@intapp.com” or “@dealcloud.com” to communicate with candidates via email. Intapp will never ask for financial information of any kind or for any payment during the job application process. We post all legitimate job openings on the Intapp Career Site at
https://www.intapp.com/working-at-intapp/. If you believe you were a victim of such a scam, you may contact your local authorities. Intapp is not responsible for any claims, losses, damages, or expenses resulting from scammers

What you will do:

• Support the Strategy team with a variety of data modeling and analyses
• Work with various stakeholder groups within Intapp to help collect, maintain and validate market and account data – including but not limited to marketing, sales, services and support organizations
• Become an expert on Intapp data and data sources, and be the resource for the strategy team to access and synthesize data
• Identify downstream uses for account and market data within the organization and ensure the data serves the broader organizational needs, including (but not limited to) company and BU planning, marketing planning, sales planning, business development, and alliances development.
• Help establish and maintain company taxonomy for market data, account data, and related information
• Support ad-hoc analysis in support of strategic planning, strategic initiatives, and competition
• Maintain and refine company models supporting both annual planning and long-term strategy
• Serve as a team expert for planning tools and processes
• Develop expertise in Intapp’s CRM and BI tools and the use of them to manage and maintain our market data models
• Support regular updates to market, competitive, market share and other data for executive reporting, board reports, and quarterly sales and business review

Our culture at Intapp emphasizes accountability, responsibility, and growth. We support each other in a positive, open atmosphere that fosters creativity, approachability, and teamwork. We’re committed to creating a modern work environment that’s connected yet flexible, supporting both professional success and work-life balance. In return for your passion, commitment, and collaborative approach, we offer:

• Competitive base salary plus variable compensation and equity
• Generous paid parental leave, including adoptive leave
• Traditional comprehensive benefits, plus:
• Generous Paid Time Off
• Tuition reimbursement plan
• Family Formation benefit offered by Carrot
• Wellness programs and benefits provided by Modern Health
• Paid volunteer time off and donation matching for the causes you care about
• Opportunities for personal growth and professional development supported by a community of talented professionals
• An open, collaborative environment where your background and contributions are valued
• Experience at a growing public company where you can make an impact and achieve your goals
• Open offices and kitchens stocked with beverages and snack