Enterprise Account Manager

Posted 21 Days Ago
Be an Early Applicant
Hiring Remotely in New York, NY, USA
In-Office or Remote
Senior level
Software
The Role
The role involves managing a portfolio of investment banking clients, fostering executive relationships, and driving account growth through strategic advisory and seamless client experiences.
Summary Generated by Built In

Enterprise Account Manager — Investment Banking

Own and grow a high-value portfolio of investment banking and advisory clients as their trusted advisor. In this role, you will influence how some of the world's most sophisticated financial firms apply Intapp's governed AI platform to their most critical workflows — from deal management to compliance. This is a senior role for someone who understands the investment banking landscape, builds lasting executive relationships, and drives measurable business outcomes.

What you'll do:

  • Own a dedicated portfolio of investment banking accounts, driving retention, expansion, and net-new adoption of Intapp solutions
  • Build and deepen relationships with C-suite and senior leaders at client firms, serving as a strategic advisor on their most pressing business challenges
  • Develop and execute account plans that translate client priorities into revenue growth and measurable outcomes
  • Lead executive business reviews that align clients on value delivered and define the roadmap forward
  • Partner with Sales, Product, Services, and Customer Success to deliver seamless client experiences and resolve friction before it becomes churn

What you'll need:

  • 8+ years in enterprise account management at a SaaS or technology company, with a consistent record of growing and retaining executive-level relationships
  • Deep knowledge of investment banking and advisory markets, including the workflows, compliance requirements, and pressures that define the industry
  • Proven track record closing expansion deals and driving renewals at the senior executive level
  • Clear, confident communicator who can navigate complex organizations, build consensus, and follow through with precision
  • Willingness to travel and present to clients at the executive level 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.

#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.

Skills Required

  • 8+ years in enterprise account management at a SaaS or technology company
  • Deep knowledge of investment banking and advisory markets
  • Proven track record closing expansion deals and driving renewals at the senior executive level
  • Clear, confident communicator
  • Willingness to travel and present to clients at the executive level

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

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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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