Strategic Account Manager - Private Capital

Join Intapp as a Strategic Account Manager - Private Capital!

Take charge of a high-value portfolio of private capital clients, becoming their trusted advisor and driving meaningful business impact. In this dynamic role, you'll engage with industry leaders, develop scalable account practices, and play a pivotal part in our mission. At Intapp, we’re transforming the private capital markets globally through AI, data transparency, and outstanding service. We’ve made significant strides, but our journey is just beginning! Are you ready to advance the future of private capital? Apply now!

Why You’ll Do:

• Portfolio Management: Oversee and expand a dedicated portfolio, focusing on client retention and driving the adoption of Intapp solutions.

• Relationship Building: Cultivate and strengthen relationships with senior leaders and executive sponsors at client firms.

• Strategic Planning: Develop and implement strategic account plans that translate opportunities into measurable growth.

• Client Engagement: Lead quarterly business reviews and conduct regular check-ins to align on outcomes and next steps.

• Client Health Monitoring: Assess client health using quantitative and qualitative metrics, acting proactively to mitigate issues.

• Cross-Functional Collaboration: Partner with Sales, Product, Services, and Customer Success teams to ensure seamless client experiences and operational enhancements.

• Thought Leadership: Provide insights on capital markets trends and articulate how Intapp addresses these challenges.

• Outreach Programs: Plan and execute targeted client outreach initiatives and events.

• Process Improvement: Lead team-level initiatives aimed at improving processes and driving results.

What You’ll Need:

• Experience: 8+ years in Account Management within SaaS, technology, or subscription-based businesses, with a proven ability to grow and retain executive-level relationships.

• Industry Knowledge: Familiarity with private equity and financial services markets.

• Track Record: Demonstrated success in closing expansion deals and driving renewal growth at the executive level.

• Strategic Mindset: A strategic thinker who identifies opportunities, crafts executable plans, and delivers results.

• Communication Skills: Excellent interpersonal skills with a strong commitment to ownership and timely follow-through.

• Technical Proficiency: Experience with CRM systems.

• Flexibility: Willingness to travel and present to clients as necessary.

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.