Vice President, Financial Services Sales

Vice President, Financial Services Sales

Intapp is seeking a VP of Financial Services Sales to lead a team of Client Development Directors responsible for developing new relationships (pursuits) and expanding existing partnerships (growth) across top-tier financial services clients.

In this role, you will own strategy and execution for a high-impact segment, partnering closely with executive leadership to drive enterprise sales into some of the most sophisticated institutions in the market. The team is responsible for complex, multi-stakeholder sales cycles with long-term, strategic value creation.

This is a unique opportunity to shape the trajectory of Intapp’s Financial Services business, leveraging a differentiated vertical SaaS platform and strong market momentum, including continued investment in AI-driven solutions.

You’ll play a critical role in coaching and developing talent, driving pipeline generation and forecast accuracy, and shaping go-to-market strategy within the financial services vertical. This is an opportunity to lead from the front, engaging directly with senior client stakeholders while building and scaling a high-performing team.

What you’ll do:

• Own new client acquisition strategy across top-tier financial services institutions (e.g., investment banks and adjacent segments), driving expansion into net-new logos within the assigned region.

• Manage and grow a set of key strategic enterprise accounts, with responsibility for retaining existing ACV and expanding the overall commercial relationship alongside driving net-new pursuits.

• Lead, coach, and develop a team of Client Development Directors across both pursuits (new logo) and growth (expansion) motions, fostering a high-performance, accountability-driven culture.

• Build and maintain a robust, team-wide pipeline of enterprise opportunities, ensuring strong coverage, deal quality, and progression against revenue targets.

• Drive disciplined sales execution, including pipeline inspection, forecast accuracy, and deal governance across complex, multi-stakeholder sales cycles.

• Personally engage in and quarterback the most strategic pursuits—building senior stakeholder relationships and advancing high-value opportunities.

• Coach the team on navigating client buying behavior and tailoring a consultative, value-based sales approach.

• Ensure clear articulation of Intapp’s differentiated value, connecting product capabilities to client-specific business outcomes and ROI.

• Lead executive-level negotiations, removing obstacles and driving alignment to close complex deals.

What you’ll need:

• 15+ years of experience in enterprise software sales, with a demonstrated track record of both winning net-new logos (pursuits) and expanding strategic accounts (growth) in complex, value-based environments.

• Proven experience selling into top-tier financial services institutions (e.g., investment banking, private capital markets), ideally within financial technology or vertical SaaS.

• Prior experience leading and developing high-performing sales teams across both new business and expansion motions, including coaching on complex deal strategy, account planning, and executive engagement.

• Deep understanding of enterprise sales cycles, including navigating multi-stakeholder buying groups, long sales cycles, and large deal sizes ($1M+), across both initial land and subsequent expand motions.

• Strong executive presence with the ability to engage and influence senior stakeholders (C-suite and line-of-business leaders), building long-term relationships that drive both initial adoption and continued account growth.

• Demonstrated ability to build and manage pipeline at scale across both pursuits and growth opportunities, drive forecast accuracy, and consistently achieve or exceed revenue targets.

• Strong operating cadence, including experience running forecast calls, pipeline reviews, and sales inspections within a structured enterprise sales environment.

• Background as a senior enterprise seller with the ability and willingness to engage directly in key pursuits when needed (“player-coach” mindset).

• Highly driven, entrepreneurial mindset with strong ownership, intellectual curiosity, and a bias toward action in ambiguous, high-growth environments.

• Excellent communication, storytelling, and presentation skills, with the ability to clearly articulate complex value propositions and business outcomes.

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.

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.