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Lead the strategic account organization for Intapp’s largest private capital markets and investment banking customers. Own retention, net revenue retention, expansion pipeline, multi-product growth, account planning, executive negotiations, forecasting, and platform expansion. Manage, coach, and develop Client Development Directors while personally engaging senior client executives in complex expansion opportunities.
Top Skills:
Celeste For The FirmDealcloudIntapp Platform
Software
Own the global revenue forecasting process for net-new business and renewals across weekly, monthly, quarterly, and annual cycles. Analyze CRM and operational data using SQL and BI tools, build executive dashboards and forecasting models, and identify pipeline, conversion, bookings, and renewal risks. Partner with Sales, Customer Success, Service Delivery, Finance, and Business Systems to align assumptions, improve data quality, and enhance forecast accuracy. Lead adoption of AI-enabled predictive analytics and automation for revenue planning.
Top Skills:
Ai-Enabled ForecastingLookerPigmentPower BIPredictive AnalyticsSalesforceSQLTableau
Software
Leads global revenue strategy and operations, including annual and multi-year planning, forecasting, territory and quota design, sales capacity, compensation structures, executive reporting, and AI transformation. Builds analytical models, dashboards, and KPI frameworks while presenting strategic recommendations to senior executives and board-level audiences. Partners across Sales, Customer Success, Finance, HR, and IT to improve revenue performance and seller productivity in a high-growth SaaS environment.
Top Skills:
Generative AiIntapp CelesteLookerPower BIPredictive AnalyticsSQLTableau
Software
Work with Marketing and Sales to convert inbound and prospect leads into early-stage sales opportunities. Use CRM and marketing automation to manage and improve pipeline, target data, and reporting. Conduct outreach, research prospects, support campaigns/events, and coordinate between field reps and support functions to advance sales.
Top Skills:
CRMMarketing AutomationExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft Word
Software
Lead revenue growth across Intapp's largest legal accounts by building multi-threaded executive relationships, identifying upsell and renewal opportunities, managing pipeline with accurate CRM usage, reducing churn, and representing Intapp at industry events and marketing initiatives.
Top Skills:
CRMIntappPractice ManagementRisk And ComplianceTime And Billing
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Software
Lead end-to-end AI deployments, working closely with enterprise teams to drive adoption, improve workflows, and deliver impactful AI solutions.
Top Skills:
AIAPIsData PlatformsLlmMl
Software
Manage and grow a portfolio of private capital clients by building executive relationships, executing strategic account plans, leading business reviews, monitoring client health, driving renewals and expansion, and partnering cross-functionally to deliver scalable, outcome-focused client experiences.
Top Skills:
CRM
Software
Lead a team of client success professionals for accounting and consulting clients, driving retention, expansion, escalation management, account planning, renewals, and executive engagement. Partner with Sales, Product, and business leaders to run QBRs, coach staff, and translate customer needs into product and strategic outcomes to improve client health and growth.
Top Skills:
CRMSaaS
Software
Senior individual contributor on professional services overseeing strategic, complex enterprise SaaS engagements. Acts as executive sponsor partner, ensures program governance, drives value realization, resolves escalations, oversees delivery teams, and identifies account growth opportunities while aligning technology investments with client business outcomes.
Top Skills:
AgileIntappSaaS
Software
Manage client success across enterprise legal-industry accounts by driving product adoption, measurable business outcomes, and long-term retention. Develop success plans, identify and remediate account risks, coordinate with account managers, present business reviews, advise clients on Intapp solutions, and represent customer needs internally. Build trusted-advisor relationships with executive stakeholders and contribute to user groups, industry events, and thought leadership.
Top Skills:
Intapp ConflictsIntapp IntakeIntapp Terms
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