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Intapp · 14 hours ago

Client Development Associate - Real Assets

US NY New York

Full-time

Hybrid

New Grad, Entry Level

$50K/yr - $55K/yr

Intapp is a company focused on creating better outcomes for their clients and employees. They are seeking a Client Development Associate to assist in managing sales activities, nurturing client relationships, and improving lead-generation data within their CRM system. This role involves a high volume of cold calling and collaboration with various sales support functions.

Business DevelopmentConsultingData IntegrationFinancial ServicesLegalProfessional ServicesRisk ManagementSoftware

Growth Opportunities

Responsibilities

Understand Intapp products, value proposition, ROI analysis, use cases, key questions and benefits of each product to conduct appropriate sales conversations

Apply sales expertise & knowledge to advance early-stage opportunities (.i.e secure meetings, attend events, agree to web demo)

Nurture existing clients to keep them up-to-date on the new and latest Intapp offerings from Intapp to raise awareness & build interest

Assist in execution of specific campaigns & events – includes identification of suitable targets, secure sign-ups, logistics support and participation

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

Liaison between field reps and the other key sales support functions – CRM, Sales Ops, Professional Services, Practice Group Leads and Solutions Consulting – to manage these key interactions and ensure the inputs needed to advance sales are secured on time

Qualification

Sales experienceCRM proficiencyMicrosoft OfficeCommunication skillsMarket understandingTeam playerDetail-oriented

Required

Demonstrated sales experience (in either field or inside-sales) in the technology arena, preferably with experience in the Real Assets 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