Client Development Associate

Client Development Associate

New York, hybrid working

Intapp is a leading supplier of enterprise SaaS Solutions to the legal, professional, financial, and real estate services sectors. Our platform solutions are used by over 2650 top tier professional and financial service organisations globally including, top tier investment banks,  14 of the global top 20 consulting firms and over 675 top tier law firms including 96 of the AMLaw 100 .

We have over 1300 employees in offices across the US, APAC and Europe. As a company, we pride ourselves in our approach to colleagues, clients, and partners.

We are looking to hire a professional Enterprise Client Development Associate (CDA) who can convert prospects into sales opportunities, manage initial stages of the sales process, be proactive to further build pipeline for the Intapp sales team, and use CRM and marketing automation systems to report on lead velocity and pipeline creation.  This role will focus on our award winning Dealcloud product.

The Enterprise Client Development Associate will work as part of the Marketing Team and close with the Sales Team to assist in managing sales activity & pipeline, hunting for new client opportunities, and improving the quality of targeting and lead-generation data in our CRM database.

What you will do:

• Understand Intapp products, value proposition, ROI analysis, use cases, key questions and benefits of each product to conduct appropriate sales conversations.
• Apply sales and marketing expertise & knowledge to advance early-stage opportunities (.i.e secure meetings, attend events, agree to web demo)
• Follow up on all inbound and marketing-generated leads
• Improve key contact & target identification data in our CRM including scanning industry news sources, desk-research & phone-calling to collect prospect demographics, confirm prospect characteristics, key contacts, and to highlight any compelling events.
• Know how to drive CRM systems effectively & efficiently – to access information, create reports and analyses, and to keep key data (opportunities, key contacts, target data) up to date and accurate for pipeline & accounts.
• Assist in execution of specific campaigns & events – includes identification of suitable targets, secure sign-ups, logistics support and participation.
• Liaison between field reps and the other key sales and marketing support functions to manage these key interactions and ensure the inputs needed to advance sales are secured on time.

What you will need:

• Demonstrated sales or marketing experience (in either field or inside-sales) in the technology arena, preferably with experience in the legal or financial services sectors and with a strong record of achievement against goals
• Excellent communication skills – written & verbal – to communicate with C-level buyers
• Strong team player – the results are measured by regional achievement against goals, not individual achievement
• Well organized & detail-oriented – thorough, tenacious, self-starting
• Good understanding or willingness to learn about our market, and our customers
• Proficient computer skills including Microsoft Office products – Word, Excel, Outlook and PowerPoint – and experience with CRM updates

What you will gain at Intapp:

Our culture at Intapp emphasizes accountability, responsibility, and growth.  We support each other in a positive, open atmosphere that fosters creativity, approachability, and teamwork. We’re committed to creating a modern work environment that’s connected yet flexible, supporting both professional success and work-life balance. In return for your passion, commitment, and collaborative approach, we offer:

• Competitive base salary plus variable compensation and equity
• Generous paid parental leave, including adoptive leave
• Traditional comprehensive benefits, plus:
  • Generous Paid Time Off
  • Tuition reimbursement plan
  • Family Formation benefit offered by Carrot
  • Wellness programs and benefits provided by Modern Health
  • Paid volunteer time off and donation matching for the causes you care about
• 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 kitchens stocked with beverages and snacks

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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.