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Solutions Engineer

Role overview

Qualifications

  • Experience with Intapp software
  • Exceptional verbal and written communication skills
  • Bachelor's degree or equivalent experience
  • Strong attention to detail, accuracy, and quality

Responsibilities

  • Conduct business and data analysis for client engagements
  • Design automated workflow processes, forms, notifications, and related artifacts
  • Collaborate with InOutsource project managers and team members
  • Attend client project and status meetings; present updates as needed

Key facts

  • Remote from: United States
  • Full time
  • Solutions Engineer
  • English

Hard skills

Other skills

  • Problem Solving
  • Decision Making
  • Communication
  • Detail Oriented
  • Analytical Skills

About the company

InOutsource logo

InOutsource

At InOutsource, we implement insight for our law firm customers, addressing a broad range of challenges. These include analytics / business intelligence (BI), Intapp software implementation, information governance, business development, risk management, cost control, and more. With an approach emphasizing rigorous data governance practices, we empower organizations to streamline processes and improve performance. Sometimes delivering success for our clients means implementing and configuring third-party software tailored to meet their specific needs; sometimes it means developing BI applications or custom reports; and sometimes it means advising firms on risk staffing models, or providing training to develop team skills. No matter the size or scope of a project, we work hard to deliver results that foster long term, repeat business. So ask your peers what it’s like to work with InOutsource, and then let’s get to work.

Company details

Company size51 - 200

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Job description

About InOutsource

InOutsource is a recognized industry leader in information governance and new business intake consulting for large law firms. We partner with clients to deliver technical implementation services, modernize business processes, and support the successful adoption of key technologies across the legal sector. Our team members are innovative, passionate, and collaborative, and we are growing!

About the Role

The Solutions Engineer supports implementations of the Intapp OnePlace for Risk product suite. The Solutions Engineer is a problem-solver who can translate client requirements into effective, real-world solutions. This role involves solution design, hands-on workflow development, client collaboration, and participation in all phases of implementation.

You will work closely with clients and internal teams to break down technical and process challenges, document recommendations, meet project deadlines, and guide clients through assessment, design, data mapping, testing, and deployment. Our experienced consultants will train and mentor you in our established delivery methodology.

This is a remote position and can be based anywhere in the United States.

Key Responsibilities and Duties:
  • Conduct business and data analysis for client engagements
  • Lead or participate in client communication and basic project coordination
  • Support and help facilitate data mapping sessions
  • Design automated workflow processes, forms, notifications, and related artifacts
  • Develop, test, and document workflow processes using client‑supported tools
  • Maintain task lists, deliverables, and decision logs
  • Participate in vendor‑led training and professional development sessions
  • Attend client project and status meetings; present updates as needed
  • Collaborate with InOutsource project managers and team members
  • Contribute to the improvement of reusable templates and methodologies
Qualifications

Required Qualifications:
  • Experience with Intapp software
  • Excellent independent decision-making skills and a solutions-focused attitude
  • Exceptional verbal and written communication skills
  • Basic understanding of relational database design principles
  • Bachelor's degree or equivalent experience
  • Ability to manage and prioritize multiple tasks under tight deadlines
  • Strong attention to detail, accuracy, and quality
  • Solution-oriented mindset with strong analytical and problem-solving skills
Preferred Qualifications:
  • Experience working in a law firm or legal environment
  • Working knowledge of SQL
  • Certification or experience with the Boomi integration platform
  • Experience with other aspects of the Intapp product suite
  • Basic knowledge of computer networking
InOutsource is an Equal Employment Opportunity (EEO) employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, gender identity, sexual orientation, national origin, age, disability, protected veteran status, and any other characteristic protected by applicable federal, state, or local laws. We are dedicated to fostering an inclusive environment where employees feel safe, supported, and able to bring their whole selves to work.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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