Client Development Associate, Intapp
Intern
3 days a week in office
Cloud-based firm management software
Be an early applicant
Cloud-based firm management software
1001+ employees
Be an early applicant
3 days a week in office
1001+ employees
Company mission
To help professional and financial services firms run smarter.
Role
Who you are
- An interest in B2B sales or marketing
- An interest in the financial services sector
- Ability to develop a professional rapport and collaborate effectively with sales and marketing teams
- Possess excellent oral and written communications, including the ability to effectively present information to top management and executives (internally and externally) as required
- Ability to multi-task and manage multiple priorities
- Ability to work under pressure, meet deadlines and make decisions with minimal supervision
What the job involves
- Intapp is looking to hire a professional Client Development Associate (CDA) who can convert prospects into sales opportunities, manage initial stages of the sales process, be proactive to further build pipeline for the Intapp sales team, and use CRM and marketing automation systems to report on lead velocity and pipeline creation
- Work closely with the sales team to identify prospects with the greatest revenue potential
- Develop and implement targeted marketing campaigns to generate engagement with “high potential” prospects
- Working on data cleansing, account mapping and research
- Qualify marketing leads through initial discovery conversations with the aim to convert into opportunities
- Identify prospects with the greatest revenue potential
- Drive attendance and conduct follow up for all events Intapp attends or sponsors (e.g. trade show) or produces (e.g. webinar, thought leadership event, commingling customer/prospect events)
- Regularly report on quantity, velocity and conversion of marketing leads and sales opportunities
- Our Summer 2025 Internship Program begins June 2, 2025, and is projected to end between August 8th and 22nd, 2025
Our take
The global professional and financial service industries face unique operating challenges and regulatory requirements across their entire management lifecycle, from strategy to execution. Intapp provides end-to-end, cloud-based connected firm management, driving optimal outcomes by enabling enhanced collaboration and data access to fuel better decision-making.
The company’s suite of solutions has been enriched through acquisitions (Billstream, Repstor, One Place, DealCloud, and more) and strategic partnerships (Including Equilar and KPMG AG). Intapp powers more than 2,100 of the world’s premier private capital, investment banking, legal, accounting, and consulting firms to connect their most important assets: people, processes, and data.
Founded in 2000, the company went public in June 2021 and has since seen solid year-on-year growth. The company has made consistent, strong moves to remain competitive in the complex and ever-changing business environment, acquiring companies such as Transform Data International to boost its offering. Fresh from post-IPO funding, it's well set to remain a leading provider of purpose-built industry cloud solutions.
Steph
Company Specialist at Welcome to the Jungle
Insights
Company
Company benefits
- Generous PTO, with Additional Companywide Paid Days Off to Allow Teams to Disconnect
- Medical Benefits
- Wellness Programs and Benefits Provided by Modern Health
- Paid Parental Leave and Adoptive Leave
- Flexible Work Environment
- Home Office Stipend
- Paid Volunteer Time Off and Donation Matching
- Co-Working Office Spaces
- Open Offices & Stocked Kitchens
- Women’s Interest Network
Company values
- At Intapp, we’ve built a company in which our core values are rooted in respect, deep care, and concern for each individual — a place where every employee is welcomed.
Company HQ
Ventura, Palo Alto, CA
Articles
Leadership
Thad Jampol
(CPO)Received their BS in Computer Science from the University of California, Los Angeles.
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