Client Development Associate- Real Assets

Posted Yesterday
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New York, NY
In-Office
50K-55K Annually
Mid level
Software
The Role
The Client Development Associate assists in managing sales activities, nurturing client relationships, and improving CRM data management in a technology-focused role.
Summary Generated by Built In

The Client Development Associate will work as part of the Real Assets Sales Team to assist in managing sales activity & pipeline, hunting for new client opportunities, nurturing existing clients for add-on opportunities, and improving the quality of targeting and lead-generation data in our CRM database.  

This is an outbound-heavy role that involves a high volume of daily cold calling.

What you will do:

  • Understand Intapp products, value proposition, ROI analysis, use cases, key questions and benefits of each product to conduct appropriate sales conversations.

  • Apply sales expertise & knowledge to advance early-stage opportunities (.i.e secure meetings, attend events, agree to web demo) 

  • Nurture existing clients to keep them up-to-date on the new and latest Intapp offerings from Intapp to raise awareness & build interest. 

  • Assist in execution of specific campaigns & events – includes identification of suitable targets, secure sign-ups, logistics support and participation

  • Follow up on all inbound and marketing-generated leads 

  • Improve key contact & target identification data in our CRM including scanning industry news sources, desk-research & phone-calling to collect prospect demographics, confirm prospect characteristics, key contacts, and to highlight any compelling events. 

  • Know how to drive CRM systems effectively & efficiently – to access information, create reports and analyses, and to keep key data (opportunities, key contacts, target data) up to date and accurate for pipeline & accounts. 

  • Liaison between field reps and the other key sales support functions – CRM, Sales Ops, Professional Services, Practice Group Leads and Solutions Consulting – to manage these key interactions and ensure the inputs needed to advance sales are secured on time.

What you will need:

  • Demonstrated sales experience (in either field or inside-sales) in the technology arena,  preferably with experience in the Real Assets and with a strong record of achievement against goals

  • Excellent communication skills – written & verbal – to communicate with C-level buyers

  • Strong team player – the results are measured by regional achievement against goals, not individual achievement

  • Well organized & detail-oriented – thorough, tenacious, self-starting

  • Good understanding or willingness to learn about our market, and our customers

  • Proficient computer skills including Microsoft Office products – Word, Excel, Outlook and PowerPoint – and experience with CRM updates 

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.

For New York City based roles, Base Pay Range is $50,000/yr - $55,000/yr.  Your actual base salary will be determined by factors such as relevant experience, geographic location, and internal equity.  In addition to base salary, variable compensation and equity may also be included

#LI-AC1

Your actual base salary will be determined by factors such as relevant experience, geographic location, and internal equity. In addition to base salary, variable compensation and equity may also be included.

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

Crm Systems
MS Office
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The Company
Atlanta, GA
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.

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