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Director, Client Services Resource Management

Location: Charlotte
Posted on: March 19, 2023

Job Description:

Director, Client Services Resource Management page is loaded Director, Client Services Resource Management - Apply remote type Hybrid (Partially Remote) locations Charlotte, NC Jersey City, NJ time type Full time posted on Posted Yesterday job requisition id R2022391 Director, Client Services Resource ManagementIntapp is a global leading supplier of enterprise software solutions to the legal, professional services and financial services sectors. With our business going through a period of rapid growth, we are expanding our team and are now seeking a Director of Resource Management to join our team. This role will report to the Senior Director, Services Operations and be accountable for:

  • Leading the Resource Management Function within our Client Services organization ensuring effective resource management operations ranging from tactical execution of day-to-day processes to strategic aspects of capacity planning and forecasting.
  • Supervising and optimizing processes for assigning resources to projects, managing and tracking skills and talent, managing partner and subcontractor resources, and ensuring strong governance around standard resource management process execution.
  • Managing forecasted supply and demand to provide capacity planning insights and drive strategies to support future capacity needs. Establish a prescriptive action plan to meet demand.
  • Driving consensus and cross functional alignment with sales and delivery stakeholders to ensure effective decision making and deliver the best resource deployment solutions to meet our client's needs.
  • Collaborating with recruitment and people operations on talent management programs to secure a continual funnel of Client Services talent as part of future growth and planning.
  • Providing key inputs to annual planning and headcount investment decisions.Specific areas of responsibilityCapacity Planning and Revenue Forecasting
    • Accurate tracking of current headcount, including billable status and utilization targets
    • Tracking of open requisitions and forecasted start dates in collaboration with Recruitment.
      • Work with Sales leaders to understand pipeline and assess future demands by experience, geography, skill set etc.
      • Review backlog at the business unit level against the capacity model to identify gaps in capacity coverage.
        • Engage delivery managers to true up monthly resource forecasts and identify softness in projections, work together to generate revenue forecast based on actuals and forecasted hours.
        • Provide a monthly billable hours/utilization projection to the business (rolling 6-month view)Staffing
          • Engage with Business Unit Delivery and Sales Segment leads to review open needs and prioritization of project staffing.
          • Follow a data driven process to provide recommendations on staffing to ensure timely assignment of resources to projects and optimization of capacity.
          • Collaborate with Delivery Managers to consider individual development needs and experience.Subcontractors & Staff Augmentation
            • Manage Subcontractor Operations Analyst responsible for partner and subcontractor resource management to supplement ad hoc and FTE headcount. Process supervision includes drafting subcontracts, system provisioning, invoicing and cost/revenue forecasting.
            • Build subcontractor capacity model to track and forecast needs and enable more effective vendor partnerships and improved leverage from 3rd party resources.Data & Process
              • Ensure the supply and demand data is accurate, available, and consumable for the relevant stakeholders engaged in resource management and capacity planning.
              • Continuous improvement of resource management, capacity planning and staffing processes to ensure optimal efficiency, effectiveness and scale to meet the business' needs.Qualifications
                • Bachelor's degree and equivalent work experience of 10 years or more. Preference given to Client Services/Professional Services, Operations Management, and Resource Capacity planning experience.
                • An effective player-coach that leads, mentors and grows a small team while also directly contributing to the day-to-day resource management functional needs.
                • Strong analytical skills, able to make sense of disparate data sources to drive out insights and action. Must have a high degree of proficiency in Excel.
                • Advanced communication and stakeholder management skills, resulting in consensus building, decision making and getting to "yes".
                • Ability to navigate ambiguity, problem solve and act with urgency. Client oriented mindset with a relentless focus on continuous improvement to provide the best experience for clients, internal stakeholders and team members alike.
                • Experience working with CRM, Professional Services Automation and data analytics tools is a plus.
                • Based in Charlotte, NC (other EST locations may be considered)What you'll gain at Intapp:In return for your passion, commitment, and collaborative approach, we offer:
                  • Competitive base salary plus variable compensation and equity
                  • A flexible work environment
                  • Generous paid parental leave, including adoptive leave
                  • Traditional comprehensive benefits, plus:
                    • Flexible Paid Time Off
                    • Tuition Reimbursement Program
                    • 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
                    • Home office stipend
                    • 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 break areas stocked with beverages and snacks#LI-RM1 #LI-Charlotte, NCIntapp 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. About Us Intapp powers connected firms. We're always seeking intellectually curious, collaborative people to help us drive enhanced business performance and top-tier client success. We understand the importance of diversity of background and thought, and we're proud of the long-term value we're building. We invite you to apply to join our team of dedicated professionals.

                      Since 2000, Intapp has delivered innovative solutions to our clients. We're trusted by more than 1,600 of the world's top legal, investment banking, private capital, 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 engagement lifecycle - from strategy through origination and execution - to drive optimal outcomes. For more information, visit Early Career Journey 0:00 -/ - 1:11 Internal Mobility at Intapp 0:00 -/ - 1:32

Keywords: INTAPP PTY LIMITED, Charlotte , Director, Client Services Resource Management, Executive , Charlotte, North Carolina

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