5+ years in Account Management at SaaS or technology companies
Experience in private equity or financial services markets
Proven success in closing expansion deals at the executive level
Strategic thinker with a results-driven mindset
Excellent communication and interpersonal skills
Familiarity with CRM systems
Willingness to travel for client presentations
Responsibilities
Manage and grow a dedicated portfolio of accounts
Build relationships with senior leaders at client firms
Develop strategic account plans for measurable growth
Lead quarterly business reviews and client check-ins
Monitor client health and proactively address issues
Collaborate with Sales, Product, Services, and Customer Success teams
Provide insights on capital markets trends and Intapp's solutions
Plan and execute targeted client outreach programs
Benefits
Professional development opportunities with training reimbursement
Modern, open office environment with complimentary lunches
Comprehensive wellness and flexible time off programs
Family-formation benefits and support
Paid volunteer time off and donation matching program
Full Job Description
Why You'll Do:
Manage and expand a dedicated portfolio of accounts with a focus on retention and net-new adoption of Intapp solutions
Build and deepen relationships with senior leaders and executive sponsors at client firms
Develop and execute strategic account plans that convert opportunity into measurable expansion
Lead quarterly business reviews and regular client check-ins to align on outcomes and next steps
Monitor client health using quantitative and qualitative signals and act proactively to remove friction
Partner across Sales, Product, Services, and Customer Success to deliver seamless client experiences and scalable operational improvements
Provide thought leadership on capital markets trends and how Intapp addresses them
Plan and run targeted client outreach programs and events
Own and execute team-level initiatives that improve processes and drive results
What You'll Need:
5+ years in Account Management at SaaS, technology, or subscription businesses, with a history of growing and retaining executive-level relationships
Familiarity with private equity / financial services markets
Proven track record closing expansion deals or driving renewal expansion at the executive level
Strategic thinker who identifies opportunities, builds executable plans, and delivers results
Strong communicator with excellent interpersonal skills and a bias for ownership and timely follow-through
CRM experience
Willingness to travel and present to clients as needed
What you will gain:
At Intapp, you'll get the opportunity to bring your talents and intellectual curiosity to create better outcomes for our people and our clients. You'll be part of a growing public company, with a modern work environment that's connected yet flexible and where your professional growth and well-being are top priorities. We'll collaborate and grow together, supporting each other in a positive, open atmosphere that fosters creativity, innovation, and teamwork.
Here, you will have the opportunity to:
Expand Your Skills: Unlock your potential with professional development opportunities supported by a community of experienced professionals. We offer reimbursement for training and continuing education to help you stay ahead in your career.
Enjoy Where You Work: Thrive in our modern, open offices designed to inspire creativity and collaboration. Our complimentary lunches and fully stocked kitchens ensure you have everything you need to stay energized throughout the day.
Support What Matters Most: Our comprehensive wellness and flexible time off programs and our benefits are designed to care for you and your family. Our family-formation benefits and support during your family-building journey ensure you have the resources you need when it matters most. We believe in giving back and supporting our communities with paid volunteer time off and a donation matching program for the causes you care about.
Join us and be a part of a collaborative and welcoming culture where your contributions are valued, and your professional growth is a priority. Together, we are building a company of long-term value that we can all be proud of.
