Intapp is expanding the sales organization with an Account Manager within Financial Services - Private Capital Markets vertical. This individual should be viewed by customers as a credible executive-level advisor and consultant as well as a business development executive. They will be responsible for both retention and identifying opportunities for new business within our existing customer base within a defined territory. The ideal candidate will have a proven track record of success as well as experience in the private capital markets is highly valued. In addition, you would collaborate across different teams within the Intapp community as you work with our Mid-Market clients.
DealCloud is revolutionizing the private capital markets around the world with data, transparency, great product and sophisticated service. We’ve already made huge strides, but we’re just getting started. The target market for DealCloud is the dynamic and growing Private Capital Market (Private Equity, Direct Lending, Real Estate, Venture/Growth, FOF and Institutional Investors, Investment Banks and Corporate Development arms of the Fortune 1000).
What you will do:
· Own overall relationship with assigned clients, which will include ensuring retention and satisfaction.
· Establish a trusted/strategic advisor relationship with each assigned client and drive continued value of our products and services.
· Identify, develop, and close upsell and cross-sell opportunities to meet targets.
· Lead Intapp pitch / demo sessions with emphasis on key value propositions and product positioning.
· Acting as a representative to maintain positive relationships with all employees, customers, partners, and shareholders.
· Work with clients to establish critical goals, or other key performance indicators and aid the customer in achieving their goals.
· Providing timely and positive resolution of escalated sales-related issues
· Communicating with key customers, business partners and executives on significant issues and accomplishments.
What you will need:
· 1-3 years of account management / client success experience in software industry or the Private Capital Markets vertical
· Proven track record of meeting or exceeding sales targets
· Identify, develop and close upsell and cross-sell opportunities to meet targets
· Lead Intapp pitch/demo sessions with emphasis on key value propositions and product positioning
· Self-motivated and driven to succeed and grow
· Natural leadership skills, and ability to mobilize people towards a goal
· Ability to pick up new technologies easily
· Good understanding of Excel, financial modeling, and financial reporting
· Experience with Salesforce or other CRM platforms preferred
· Prior experience in closing sales deals at the executive level a plus
· Knowledge of the private equity and financial services investment banking market preferred
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
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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.
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Intapp Charlotte, North Carolina, USA Office
300 S Tryon St, Charlotte, NC, United States, 28202
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