Intapp · 1 hour ago
Senior Account Manager
New York, United States
Full-time
Onsite
Senior Level, Lead/Staff
$110K/yr - $115K/yr
8+ years expIntapp is revolutionizing the private capital markets around the world with data, transparency, leading product and excellent service. They are seeking a Senior Account Manager who will be responsible for managing and growing a dedicated book of clients while establishing relationships with senior leaders and executing strategic account plans.
Business DevelopmentConsultingData IntegrationFinancial ServicesLegalProfessional ServicesRisk ManagementSoftware
Responsibilities
Manage a dedicated book of accounts, focusing on retention and growing Intapp's footprint
Establish and cultivate relationships with senior leaders of client firms
Create and execute strategic account plans to capitalize on large expansion opportunities
Drive the process of quarterly business reviews and check-in points with key clients
Proactively monitor client health through quantitative and qualitative means
Contribute to cross-functional programs across firm to improve operations and efficiencies
Provide thought leadership on capital markets industry and solutions
Plan client outreach initiatives and events
Develop and execute on team-wide initiatives
Qualification
Required
8+ years of Account Management experience in SaaS, technology, or subscription-based organizations
Established track record for supporting and growing client relationships, including senior level
Strategic thinker with the ability to proactively identify opportunities, document a plan to pursue and execute
Ability to create an operations plan and processes that will scale
Strong interpersonal communication skills and ability to achieve set goals and deadlines
Good understanding of Excel, financial modeling, and financial reporting
Must be strategic and analytical with proven experience implementing new policies and processes that scale and stand the test of time
Desire to take ownership of all clients' issues and concerns, deliver great client service and communicate timely and effectively
Must have experience in closing sales deals or managing relationships at the executive level
Experience with Salesforce or other CRM platforms
Ability to travel and present to clients, as required
Preferred
Knowledge of the private equity and financial services market preferred
Benefits
Professional development opportunities supported by a community of experienced professionals
Reimbursement for training and continuing education
Complimentary lunches
Fully stocked kitchens
Comprehensive wellness and flexible time off programs
Family-formation benefits and support during your family-building journey
Paid volunteer time off
Donation matching program
Company
Intapp
Intapp is a provider of industry-specific, cloud-based software solutions that enable connected professional and financial services.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2021-06-29IPO
2017-04-12Private Equity
2013-02-05Private Equity
Leadership Team
John Hall
CEO
Thad Jampol
Co-Founder / Chief Product Officer
Recent News
2026-01-20
2025-11-08
Company data provided by crunchbase