Senior Account Manager

Intapp is looking for a Senior Account Manager for the Account Management team. This person will be responsible for managing and growing a dedicated book of clients. The Senior Account Manager is a trusted advisor to the client base, possesses strong interpersonal skills and is commercially minded.

Intapp is revolutionizing the private capital markets around the world with data, transparency, leading product and excellent service. We’ve already made huge strides, but we’re just getting started!

What You’ll Do:

• Manage a dedicated book of accounts, focusing on retention and growing Intapp's footprint

• Establish and cultivate relationships with senior leaders of client firms

• Create and execute strategic account plans to capitalize on large expansion opportunities

• Drive the process of quarterly business reviews and check-in points with key clients

• Proactively monitor client health through quantitative and qualitative means

• Contribute to cross-functional programs across firm to improve operations and efficiencies

• Provide thought leadership on capital markets industry and solutions

• Plan client outreach initiatives and events

• Develop and execute on team-wide initiatives

• 8+ years of Account Management experience in SaaS, technology, or subscription-based organizations.

• Established track record for supporting and growing client relationships, including senior level.

• Strategic thinker with the ability to proactively identify opportunities, document a plan to pursue and execute

• Ability to create an operations plan and processes that will scale

• Strong interpersonal communication skills and ability to achieve set goals and deadlines.

• Good understanding of Excel, financial modeling, and financial reporting.

• Must be strategic and analytical with proven experience implementing new policies and processes that scale and stand the test of time.

• Desire to take ownership of all clients’ issues and concerns, deliver great client service and communicate timely and effectively.

• Must have experience in closing sales deals or managing relationships at the executive level.

• Experience with Salesforce or other CRM platforms

• Knowledge of the private equity and financial services market preferred

• Ability to travel and present to clients, as required

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.

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