Client Development Associate, Intapp
$60-65k
+generous commission, and equity
3-5 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
$60-65k
+generous commission, and equity
3-5 days a week in office
1001+ employees
Company mission
To help professional and financial services firms run smarter.
Role
Who you are
- Demonstrated sales or marketing experience (in either field or inside-sales) in the technology arena, preferably with experience in the financial services sectors 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
What the job involves
- We are looking to hire a professional Enterprise 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
- This role will focus on our award winning Dealcloud product
- The Enterprise Client Development Associate will work as part of the Marketing Team and close with the Sales Team to assist in managing sales activity & pipeline, hunting for new client opportunities, and improving the quality of targeting and lead-generation data in our CRM database
- Understand Intapp products, value proposition, ROI analysis, use cases, key questions and benefits of each product to conduct appropriate sales conversations
- Apply sales and marketing expertise & knowledge to advance early-stage opportunities (.i.e secure meetings, attend events, agree to web demo)
- 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
- Assist in execution of specific campaigns & events – includes identification of suitable targets, secure sign-ups, logistics support and participation
- Liaison between field reps and the other key sales and marketing support functions to manage these key interactions and ensure the inputs needed to advance sales are secured on time
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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