VP, Global Strategic Accounts – Financial Services
Intapp is launching a new strategic accounts organization (Majors) focused on deepening and expanding our relationships with the world's leading Private Capital and Investment Banking firms. We are looking for a senior enterprise sales leader to help shape and lead this next phase of growth.
This is a rare opportunity to help define the strategy, operating model, and team that will support Intapp's largest and highest-priority clients. You'll lead and develop a team of accomplished Client Development Directors while personally engaging in our most strategic relationships and growth opportunities.
We're looking for a leader who has owned some of their company's largest global client relationships. Someone who knows how to build trusted relationships with senior executives, develop a point of view on where technology can create meaningful business value, orchestrate their organization around the client, influence the client's technology and business strategy, and materially grow those relationships.
You’ll be building on a strong foundation. Intapp has established deep credibility and trusted relationships across Private Capital and Investment Banking. The opportunity is to extend that position as we expand our platform and bring differentiated AI capabilities to the market.
What you will do:
Help shape Intapp's strategic accounts strategy, operating model, and growth playbook for our largest Private Capital and Investment Banking clients.
Own the commercial strategy and growth trajectory for a portfolio of Intapp's most important enterprise relationships.
Lead, coach, and develop a team of senior Client Development Directors responsible for expanding these relationships.
Build multi-year account strategies that connect Intapp's platform to each client's business priorities, transformation agenda, and desired outcomes.
Develop trusted relationships with Managing Partners, CEOs, CIOs, CFOs, COOs, Chief AI Officers, and other senior executives, bringing a strong point of view and influencing strategic decisions.
Identify and create significant expansion opportunities by uncovering white space, new use cases, competitive opportunities, and broader platform adoption.
Personally lead Intapp's most complex, high-value expansion opportunities and executive negotiations.
Orchestrate Sales, Client Success, Product, Solutions Consulting, Professional Services, and Intapp leadership around a unified strategy for each major client.
Connect Intapp's broader platform—including DealCloud, Risk & Compliance, and Celeste—to client priorities and measurable business value.
What you will need:
Significant experience leading enterprise software sales, global accounts, or strategic client relationships, with a track record of materially growing large and complex accounts.
Deep experience within Private Capital, Investment Banking, or adjacent financial-services markets.
Proven success building executive relationships and influencing technology and business strategy within sophisticated global organizations.
Experience leading and developing senior enterprise sellers responsible for complex, high-value client relationships.
Boardroom-level executive presence, commercial judgment, and the ability to persuade, challenge, and build credibility with senior decision-makers.
Demonstrated ability to create and execute strategic account plans that produce meaningful expansion and revenue growth.
A builder's mindset—you are energized by the opportunity to help shape the strategy, team, playbook, and operating model for a growing strategic accounts organization around the globe.
A player-coach mentality with the willingness to personally engage in the relationships and opportunities that matter most.
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
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.
Skills Required
- 15+ years of experience in enterprise software sales or strategic account management
- Track record of driving expansion and net revenue retention across private capital markets and investment banking
- Experience leading and developing senior enterprise sellers focused on expansion motions
- Strong understanding of private capital markets and investment banking operations, governance, buying committees, and technology decisions
- Executive presence and ability to influence Managing Partner and C-suite stakeholders
- Ability to build expansion pipeline at scale, drive forecast accuracy, and achieve growth targets
- Player-coach mindset with strong commercial instincts and disciplined operating habits
- Excellent executive storytelling skills tailored to senior decision-makers
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.
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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.
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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.
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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
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.
