Associate Client Development Director

Posted 3 Days Ago
Be an Early Applicant
Hiring Remotely in New York, NY, USA
In-Office or Remote
Senior level
Software
The Role
Drive sales within Investment Banking and Private Capital Markets by building and managing a million-dollar pipeline, qualifying prospects, executing value-based sales processes, delivering proposals, negotiating at executive levels, maintaining sales reporting, and supporting team efficiency and escalations.
Summary Generated by Built In

Intapp is seeking an Software Sales Executive (Associate Client Development Director) who will be a sales executive covering our Investment Banking and Private Capital Markets clients. The Sales Executive will have familiarity and a solid degree of market and situational awareness to call on Investment Professionals, IT, Finance, Risk and Business Development leaders.

 

Intapp 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 Intapp 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’ll do:

  • As a contributor to the team’s overall goals, the Sales Executive will also be responsible for their own sales funnel and individual sales targets.

  • Drive expected value out of target region/market across Investment Banking.

  • Identify and qualify prospects via: targeted networking, internal Sales Development Resources, regional leadership initiatives, existing client relationships, phone prospecting, and email.

  • Continually, develop new prospects to build and manage a sustained pipeline of over a million dollars in opportunity

  • Identify the prospect buying behavior and orient the proven sales process for the prospect to drive the prospect toward a decision.

  • Coordinate and execute the development, delivery and presentation of proposals.

  • Deal with complex negotiations at the executive level through a multi-constituent sales process.

  • Properly manage and maintain sales reporting

  • Handle escalations around specific team issues as they arise

  • Cultivate and implement new ideas, approaches, and innovations to improve efficiency and effectiveness of the team

 

What you’ll need:

  • 5+ years of sales management experience in consultative and value-based selling with a successful track record of sales success and growing over quota achieving teams.

  • Individuals likely to excel come from sales roles in banking, expert network, consulting, accounting, or financial technology with a specific focus on Investment Banking and Private Capital Markets.

  • Experience engaging clients in value-based sales process.

  • Highly motivated, positive, entrepreneurial, can-do attitude, creative, ownership driven, intellectually curious, dynamic, confident, professional and goal-oriented with excellent communication and presentation skills.

 

Bonus if you:

  • Have domain expertise in investment banks, venture capital, private lenders, etc.

  • Previous experience selling in the private equity or investment banking sector, or working with an enterprise software provider

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.

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.

Skills Required

  • 5+ years of sales management experience in consultative and value-based selling with a successful track record
  • Proven success growing and leading quota-achieving sales teams
  • Experience engaging clients in a value-based sales process
  • Experience in banking, expert network, consulting, accounting, or financial technology with focus on Investment Banking and Private Capital Markets
  • Excellent communication and presentation skills
  • Highly motivated, entrepreneurial, ownership-driven, intellectually curious, professional and goal-oriented

Intapp Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Intapp and has not been reviewed or approved by Intapp.

  • Healthcare Strength Medical coverage is described as comprehensive with multiple plan choices, including HMO, PPO, and HDHP options with company HSA funding. Employer-verified listings indicate strong healthcare offerings for employees and families.
  • Parental & Family Support Paid parental leave provides substantial time for primary and secondary caregivers, and fertility support (e.g., via Carrot) is highlighted. These family-focused benefits appear alongside broader flexibility.
  • Leave & Time Off Breadth Generous PTO, recognition of major regional holidays, and flexible or unlimited PTO on some teams indicate ample time away. The company also promotes a highly flexible work environment.

Intapp Insights

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Palo Alto, CA
600 Employees
Year Founded: 2000

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.

Similar Jobs

HopSkipDrive Logo HopSkipDrive

Vice President, Marketing

Automotive • Edtech • Kids + Family • Mobile • Social Impact • Transportation
Easy Apply
Remote
USA
450 Employees
200K-250K Annually

PwC Logo PwC

Internal Communications Manager

Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Remote or Hybrid
64 Locations
370000 Employees
212K-244K Annually

PwC Logo PwC

Private Tax - FPW - Seasonal Senior Manager

Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Remote or Hybrid
4 Locations
370000 Employees
124K-335K Annually

General Motors Logo General Motors

Sales Manager

Automotive • Big Data • Information Technology • Robotics • Software • Transportation • Manufacturing
Remote or Hybrid
United States
165000 Employees
81K-109K Annually

Similar Companies Hiring

Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Kepler  Thumbnail
Fintech • Software
New York, New York
6 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account