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:
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.
#LI-AC1
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.
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.
Top Skills
What We Do
Intapp powers connected firms. Trusted by 1,600 of the world’s top private capital, investment banking, legal, 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 relationship lifecycle — from strategy through origination and execution — to drive optimal outcomes. For more information, visit intapp.com.
.png)
