VP, Major Accounts - Financial Services

This role owns Intapp's highest-value installed base in the Private Capital Markets and Investment Banks vertical — a curated portfolio of major accounts where the opportunity is to grow the breadth and depth of the commercial relationship, not simply renew it. The team operates at the intersection of strategic account management and enterprise sales, working across complex, multi-stakeholder environments to drive expansion across Intapp's full platform.

This is a senior leadership role with direct impact on revenue retention, net revenue retention, and long-term account trajectory. You'll lead from the front — personally engaged in the most complex expansion conversations — while building a team capable of doing the same.

What You'll Do:

• Own commercial strategy for Intapp's most strategic Private Capital Markets and Investment Banking accounts, with accountability for ACV retention, net revenue retention, and platform footprint expansion.

• Lead, coach, and develop a team of Client Development Directors focused on growth — building account plans, identifying expansion opportunities, and advancing multi-product deals

• Build and maintain a robust expansion pipeline across the major accounts portfolio, ensuring strong opportunity coverage and disciplined progression against growth targets.

• Drive rigorous account planning — mapping stakeholder relationships, white space, competitive exposure, and multi-year growth potential within each account.

• Personally lead the most complex expansion conversations, engaging directly with Managing Partners, CEOs, CIOs, CFOs, and COOs to deepen Intapp's strategic position.

• Ensure the team connects Intapp's full platform — including but not limited to DealCloud, risk and compliance, and Celeste for the Firm — to client-specific priorities and measurable outcomes.

• Lead executive-level negotiations on renewals, expansions, and multi-product agreements, while driving a consistent operating cadence of account reviews, forecast calls, and pipeline inspection.

What You'll Need:

• 15+ years in enterprise software sales or strategic account management, with a track record of driving expansion and net revenue retention across Private Capital Markets and Investment Banking.

• Proven ability to lead and develop senior enterprise sellers focused on expansion motions, including coaching on account planning, stakeholder mapping, and executive engagement.

• Strong understanding of how the world's Private Capital Markets and Investment Banks operate — partnership structures, governance, buying committees, and the internal dynamics that shape technology decisions.

• Executive presence sufficient to build lasting relationships and influence outcomes at the Managing Partner and C-suite level across sophisticated investment situations.

• Demonstrated ability to build expansion pipeline at scale, drive forecast accuracy, and consistently achieve or exceed net revenue retention and growth targets.

• A player-coach mindset with strong commercial instincts, disciplined operating habits, and excellent executive storytelling skills tailored to senior decision-makers.

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.