VP, Global Strategic Accounts – Financial Services

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.