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Intapp · 1 day ago

Service Segment Lead

Charlotte, NC

Full-time

Hybrid

Mid, Senior Level

3+ years exp

Intapp is a company focused on providing services in various industries, and they are seeking a Service Segment Lead to manage and close service opportunities for their clients. The role involves supporting account growth, providing delivery governance, and achieving business growth targets while building strong relationships with clients and stakeholders.

Business DevelopmentConsultingData IntegrationFinancial ServicesLegalProfessional ServicesRisk ManagementSoftware

Growth Opportunities

Responsibilities

Act as Services Segment Lead and primary partner across our industries and services business units, in a key strategic role managing and closing service opportunities for Intapp’s clients (both existing and in pipeline)

Support the North American Financial Services Private Capital Markets (PCM) Account Management team in driving account growth through existing clients utilizing business expertise

Provide the Intapp software sales teams support to include SOW/Order Form development and SOW/Order Form negotiation to deliver mutual benefit for the customer and Intapp

Achieve our business growth bookings target as measured by Annual Contract Value (ACV)

Provide delivery governance for upsell opportunities across Intapp’s client base to ensure timely guidance, support, and direction is given to meet or exceed customer expectations; eliminate blockers and mitigate risk

Services lead for clients/prospects to understand their strategic objectives, use cases and product solution architecture as key learnings to determine services requirements

Serve as the customer escalation point across Intapp segment engagements sold by the Intapp software sales team

Accountable for services financial goals and metrics, including bookings, revenue, gross margin and utilization

Own operational metrics, such as time-to-value, client satisfaction targets as measured by our post-engagement NPS survey and client retention

Help develop Services capabilities for repeatable offerings development to increase sales efficiency

Build strong relationships with clients and stakeholders (internal and external)

Provide regular feedback to the Professional Services PMO to guide future methodology and Services development

Qualification

Professional Services experienceStrategic sellingClient services deliveryBachelor’s DegreeFinancial Services expertiseStakeholder engagementProject managementRelationship building