Strategy & Planning Manager

This role will be an Individual Contributor in Palo Alto CA/Charlotte NC or NY, NY

The Strategy & Planning Manager, Financial Services Industries, will work closely with executives responsible for our Industry Strategy in Investment Banking, Private Capital Management, and Real Assets, respectively. This role reports directly to the VP of Strategy & Planning, who leads Intapp’s Strategy & Planning team.

What you will do:

Market Research and Analysis

• Conduct comprehensive market research to identify industry trends, customer needs, and competitive dynamics
• Support regular updates to market, competitive, market share and other data for executive reporting, board reports, and quarterly sales and business reviews 
• Analyze data to provide actionable insights that inform industry strategies and business development efforts

Strategic Planning Support

• Support Financial Services Industry leaders in the development of strategic plans and initiatives
• Evaluate potential opportunities and risks associated with strategic plans and initiatives
• Work closely and support stakeholders in Industries, Sales, Marketing, Product Development, and Finance teams to align on overall Industry plans and targets
• Become an expert on Intapp data and data sources that support development of Industry plans

Reporting and Presentation

• Prepare detailed reports, dashboards, and analyses for internal stakeholders and senior leadership
• Visualize complex data and insights in an understandable and compelling manner

Client and Industry Engagement

• Support Industry Principals and other executive leaders in preparation for client meetings, industry events, and conferences
• Help develop thought leadership materials such as white papers, articles, and webinars

What you will need:

• Strong quantitative, qualitative, and problem-solving skills
• Strong presentation skills; ability to design, prepare and deliver high-impact presentations (high proficiency in PowerPoint)
• Demonstrated ability to deliver high-quality finished work in self-standing manner under tight timelines
• Proficiency in data analysis tools and software (e.g., Excel, Tableau)
• Superior communication skills; ability to create clear and compelling lines of argument
• Self-starter with the ability to manage multiple projects simultaneously, with a tolerance for ambiguity and working in a highly dynamic environment
• Demonstrated ability to work collaboratively in a team environment across time zones and geographies

Experience

• Experience in both financial modeling and strategic market analysis
• Experience with SaaS businesses / business models 
• At least 5 years post-undergraduate business experience, ideally including as a senior analyst, associate, or manager in a Tier 1 consulting firm, investment bank, private equity firm, or enterprise SaaS provider
• Experience working with and presenting to senior / executive stakeholders a plus 
• Significant familiarity with workflows / “day in the life” activities in Financial Services industries including Investment Banking, Private Capital Management, and Real Assets a strong plus
• Bachelor’s degree in Business, Finance, or STEM; Master’s degree or MBA is a plus

What you'll gain at Intapp:

In return for your passion, commitment, and collaborative approach, we offer:

• Competitive base salary plus variable compensation and equity
• A flexible work environment
• Generous paid parental leave, including adoptive leave
• Traditional comprehensive benefits, plus:
  • Family Formation benefit offered by Carrot
  • Wellness programs and benefits
  • Paid volunteer time off and donation matching for the causes you care about
  • Home office stipend
  • Tuition Reimbursement Plan
• Opportunities for personal growth and professional development supported by a community of talented professionals
• An open, collaborative environment where your background and contributions are valued
• Experience at a growing public company where you can make an impact and achieve your goals
• Open offices and break areas stocked with beverages and snacks

• Strong location preference for SF Bay area/Charlotte NC or NYC area, with ability to work out of our offices 2-3 days a week#LI-js2

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. All offers are contingent upon passing a criminal history and other background checks if applicable to the position.

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.